July 11, 2016 | University of Arkansas News
A donation from Carter Tolleson, President of Tolleson Wealth Management and President and CEO of Tolleson Private Bank, along with his wife Kacy and the Tolleson Family Foundation will be used to support scholarships at the University of Arkansas.
July 8, 2016 | Philanthropy Services
Our thoughts are with the police officers, their families and those affected by the tragedy in downtown Dallas on June 7. Tolleson Wealth Management’s Philanthropy Services Team has compiled information regarding the best ways to help and donate.
July 6, 2016 | Financial Times
The list recognizes top independent RIA firms from across the U.S. and was published in a FT Special Report.
June 27, 2016 | Dallas Business Journal
The firm is featured as one of the 50 fastest growing companies in North Texas.
June 2, 2016
During the Memorial Day weekend, veteran and employee Caleb Brian walked more than 17 hours during the Carry the Load march along the Katy Trail.
May 20, 2016
Client Advisory Team Director Brandon Kershaw explains how to manage market swings in the Magazine’s May edition.
May 12, 2016
Employees participate in Lemonade Day Dallas, supporting Capital for Kids and youth education in entrepreneurship.
March 10, 2016 | Junior Achievement of Dallas
Employees spent the day at Junior Achievement of Dallas’ Finance Park helping eighth grade students learn about building and maintaining personal budgets.
March 3, 2016
Our Philanthropy Services Managing Director Kal Grant and Advisor Valerie Hooper presented at Texas Wall Street Women Education’s Education Event “What Keeps Family Office Executives Up at Night?”
February 29, 2016
Client Advisory Team Managing Director Greg Hall and Assistant Controller Mary Ledford celebrate 15-year anniversary with the firm this month.