Tolleson Wealth Management Taps Susan Jenevein as New Director of Philanthropy

November 09, 2018 - Firm Update
2 Min read

Tolleson Wealth Management is pleased to announce the hiring of Susan Jenevein as director of philanthropy. Jenevein will create and implement strategies to provide administrative and operational support for charitable organizations as well as manage Tolleson Wealth Management’s donor-advised fund services, which offer individuals, families and family foundations a simplified and highly personalized approach to giving.

“The philanthropic efforts of our clients impact a tremendous number of organizations and individuals, and therefore it is vital that the person serving as our director of philanthropy have their finger on the pulse of all facets of charitable giving,” said Carter Tolleson, CEO of Tolleson Wealth Management. “With Susan, we hired an individual with tremendous experience in this space with more than two decades of working with charitable organizations, donors and fundraising teams.”

As director of philanthropy, Jenevein will serve the private foundations of the families of Tolleson Wealth Management clients and oversee the activities of the firm’s private-label donor-advised fund. As Tolleson Wealth Management’s charitable planning professional, she will work closely with other divisions of the firm to ensure that clients’ charitable needs are met seamlessly. Specific job duties include working with boards of directors to guide philanthropic activities, educating and advising donors on charitable matters, developing and maintaining relationships with external philanthropic professionals, and developing new business opportunities to support strategic growth.

“I am thrilled to have the opportunity to work with a firm that places so much value and importance in the personal relationships they have with their clients,” said Jenevein. “Tolleson Wealth Management is committed to serving all aspects of the financial needs of their clients and is focused on supporting their work to impact their community.”

Before joining Tolleson Wealth Management, Jenevein was most recently director of development at Cristo Rey Dallas College Prep and was previously executive director at Genesis Women’s Shelter and a principal at The Wells Firm. She received a BBA in finance and a BA in Plan II from the University of Texas at Austin and a J.D. from the University of Texas School of Law.

About Tolleson Wealth Management

Founded in 1997 as a family office for the Tolleson family, Tolleson Wealth Management has grown into a private multi-family office serving a select group of clients with substantial wealth. By navigating the financial and emotional complexities of wealth, the firm is uniquely designed to provide a broad range of services that simplify clients’ financial lives, reflect their family values and enable them to enjoy their wealth. Located in Dallas, the team unites under a unique purpose to develop the well-being of both clients and colleagues by offering end-to-end services including strategic wealth management and financial planning, family education and governance, investment management, trust and estate planning, tax and bookkeeping*, private banking, and strategic philanthropy.

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