Liz Lean Promoted to Managing Director and Head of Tax Strategy

Tolleson Wealth Management is pleased to announce the promotion of Liz Lean, CPA, to Managing Director and Head of Tax Strategy. 

Since joining Tolleson in 2021, Liz has helped strengthen the firm’s tax advisory capabilities and support clients through complex planning needs. Working closely with the client advisory team, she develops proactive strategies that coordinate investment management, estate planning, trust structures, philanthropy, and generational wealth transfer. 

Prior to joining Tolleson, Liz served as Senior Manager at PricewaterhouseCoopers LLP. She holds a Bachelor of Business Administration in Tax from Texas Tech University and is a Certified Public Accountant.