Gregory S. Hall
Managing Director, Client Advisory Team
Greg Hall serves as a primary contact and coordinator for all Tolleson Private Wealth Management client services. He manages the financial planning and oversight process for clients by identifying, implementing, and monitoring strategies that meet each client’s investment, financial, and wealth-transfer needs. Greg serves on the firm's Management Committee and Investment Committee.
Throughout his career, Greg has specialized in serving wealthy clients. In 1994, he joined the Dallas office of KPMG, where he was Senior Manager of the Personal Financial Planning Group. There, he offered objective investment, tax, and financial planning advice to clients who included wealthy families, business owners, and company executives.
Greg graduated cum laude from Texas Tech University, where he earned his Master’s of Science in accounting with a tax concentration. He is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants. Greg is a Certified Public Accountant,* Certified Financial Planner practitioner and an Investment Advisor Representative. He also serves on the advisory council for the Dallas Foundation and several private company boards. Greg has been named by D Magazine as one of “The Best Financial Planners in Dallas".
Greg has two daughters. He enjoys golf and hunting. He was born and raised in Georgetown, Texas and currently resides in Dallas, Texas.
*This firm is not a CPA firm.