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Category: Culture & Community

2022 Summer Analyst Program Comes to a Close

Tolleson Wealth Management’s 2022 Summer Analysts represent the largest class of interns in the firm’s history. We want to thank them for their dedicated service this summer, as they were able to assist with unique projects that directly benefitted our clients. The Summer Analyst program is intended to provide a holistic view of the firm, […]

Employees Plant Seeds of Change at Community Partner Bonton Farms

Through Tolleson Wealth Management’s new community partnership with local non-profit Bonton Farms, employees demonstrated the firm’s commitment to service. Split into three groups, the team participated in various renovation projects for the farm. Employees prepped the land for the community center’s new aquaponics greenhouse, added shade clothing to cover plants, and built a French drain […]

Richard Joyner and Jennifer Kirksey Discuss the Importance of Company Culture

Professionals in the wealth management industry gathered at BNY Mellon Pershing’s annual iNSITE22 conference to hear from industry leaders and innovators. President of Tolleson Wealth Management Richard Joyner and Managing Director Jennifer Kirksey both presented on the importance of building and maintaining a strong company culture. Quoted in Financial Advisor IQ, Kirksey explained in her […]

Employees Celebrate Summer at Tolleson Wealth Management’s Annual Picnic

To kick off summer, Tolleson Wealth Management hosted its annual picnic. The Tolleson family invited employees and their families to gather for a celebration with entertainment and treats. This year, “Camp Teagle” introduced the picnic’s first-ever Pickleball Tournament. Carnival games, a petting zoo, bungee jump, caricature artist, and scavenger hunt were among the many activities […]

Employees Give Back Through Service Project Tolleson Team Serves

The firm’s company-wide service project, Tolleson Team Serves, came back for a second year as employees volunteered to support local non-profits. Grouped into 16 teams, every department had the opportunity to select a local charity and volunteer activity to do together. After each service was completed, Tolleson Wealth Management made a $2,500 donation to recognize […]

Employees Celebrate the Season of Giving Through Coat Drive

Tolleson Wealth Management celebrated the season of giving by sponsoring a coat drive for St. Philip’s School and Community Center. Employees provided 102 coats for the school and community center’s annual Christmas Store. Last year, the Christmas Store served more than 500 families. This is the eighth year the firm has offered a holiday drive […]

Employees Partner with St. Philip’s School & Community Center Through Pantry Drive

As part of Tolleson Wealth Management’s commitment to creating a meaningful impact in the Dallas community, the firm continues to proudly serve its partnership with St. Philip’s School & Community Center. In August, employees participated in a food and supply drive to benefit the Aunt Bette’s Community Pantry, contributing nearly $3,000 in online donations and […]

2021 Fitness Challenge: Celebrating Summer Sports

Each summer, Tolleson Wealth Management employees take part in a fitness challenge, encouraging all participants to stay active with friendly competition. The 2021 Fitness Challenge honored the Summer Olympic Games with its theme and kicked off with a weekly goal to hit 90 active minutes. Employees were then encouraged to increase that baseline by 30 […]

Jennifer Kirksey: A Leading Woman in Fintech

Tolleson Wealth Management’s Jennifer Kirksey, Managing Director of Wealth Operations, is featured in an episode of SS&C Advent’s podcast Tech it Up, discussing “Women in Fintech” and their crucial role in organizations. Jennifer, as a top leader overseeing the firm’s financial technology and operations, is an active participant in her professional community and a regular […]

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