September 18, 2017

Tolleson Wealth Management employees Valerie Hooper, Shannon Listorti and Tracey Reyes accepted into various competitive leadership programs.

September 14, 2017

Following the data breach of credit-reporting company Equifax, we have some recommendations on what you should do.

August 10, 2017 | Year Up

Tolleson Wealth Management Human Resources Director Lorea Seidel gave a presentation to the Dallas/Fort Worth Year-Up Inaugural Class.

August 2, 2017 | Financial Advisor

This is the fifth year the firm has been listed in the top 50.

July 26, 2017

This summer, Tolleson Wealth Management employed four interns as part of its annual summer internship program.

July 7, 2017 | Financial Times

The list recognizes top independent RIA firms from across the U.S. This is the Firm’s third consecutive year on the list.

June 8, 2017

Tolleson Private Bank Vice President and Bank Operations Manager Steve Moushon gave a presentation at Financial Supermarkets, Inc.’s 31st National In-Store Banking Conference.

June 5, 2017

Tolleson Wealth Management sponsored the DEPC panel discussion and Grant moderated.

May 17, 2017

Carter Tolleson is promoted to Chief Executive Officer and Richard Joyner to President of Tolleson Wealth Management, the parent company for Tolleson Private Wealth Management and Tolleson Private Bank.

February 21, 2017 | Highland Park United Methodist Church

The family’s donation will fund a new Tolleson Family Activity Center with a dedicated space for youth and special needs ministries.