Senior Wealth Advisor
Michael Held serves as a primary client contact for wealth management services. His principal role is to identify and recommend planning strategies, specializing in income tax consulting and accounting. Mr. Held joined the firm in March of 2013.
Prior to joining the firm, Mr. Held served as Partner at Clifton, Larson, Allen, LLP, a top ten accounting firm, the last 4 years. In the mid-90’s, Mr. Held co-founded and managed Henry, Held & Reilly, LLP a CPA firm providing Multi-Family Office (MFO) services. There he provided tax, accounting and family management services to families that acquired their wealth from the technology boom, private companies that went public, senior executives with stock option or restricted stock sales and private companies that had liquidating events. The MFO was acquired 14 years later by Clifton, Larson, Allen LLP in 2008 and became part of the firm’s Private Client Service Group. Mr. Held managed this department in Dallas as well as handling the needs of a diverse group of entrepreneurial business clients with their tax and accounting needs.
Mr. Held brings to Tolleson Wealth Management over 33 years of public tax, accounting and general financial consulting experience. This experience is rooted in his years serving as Senior Manager with Ernst & Young, Entrepreneurial Services Group. Mr. Held is a graduate of the University of Minnesota with a BSB in Accounting. He is also a Certified Public Accountant (CPA*).
*This firm is not a CPA firm.