Managing Director, Client Advisory Team
Michael Held, CPA*, 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. Michael joined the firm in 2013.
Prior to joining Tolleson Wealth Management, Michael served as Partner at Clifton, Larson, Allen, LLP, a top ten accounting firm, the last 4 years. In the mid-90s, Michael 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 options or restricted stock sales and private companies that had liquidating events. The MFO was in 2008 by Clifton, Larson, Allen LLP and became part of the firm’s Private Client Service Group. Michael managed this department in Dallas in addition to management of tax and accounting needs for a diverse group of entrepreneurial business clients.
Michael brings to Tolleson Wealth Management more than 35 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. Michael is a graduate of the University of Minnesota with a B.S.B. in Accounting. He is also a Certified Public Accountant (CPA).
*This firm is not a CPA firm.