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Category: Culture & Community

Amy Armstrong’s Insight for Succeeding within Tolleson Wealth Management’s Tax Department

Amy Armstrong joined Tolleson Wealth Management in 2007 with a non-traditional tax background. Now the Managing Director the firm’s tax department, she leads a team of professionals who provide a broad variety of tax services to ultra-high net worth clients. Armstrong shares her insight into succeeding on the tax team: What does Tolleson Wealth Management’s […]

Monthly Meditation Classes for Employees Teach Helpful Strategies during Pandemic

What originally began as a trial to test a new type of wellness program quickly grew into a beloved monthly meditation series for Tolleson Wealth Management employees. These meditation sessions began as a way for employees to learn meditation and relaxation strategies while also earning credits in the firm’s wellness tracking system that inspires and […]

Private Wealth Management Interns Begin their Summer Virtually

Each summer, Tolleson Wealth Management offers a private wealth management internship to rising college seniors, teaching them about the inner workings of a multi-family office. The interns receive hands-on experience as they rotate through different departments in the firm. This year, private wealth interns John Luger and Megan Shipman begin their first day virtually. John […]

Employees Stay Active with 2020 Fitness Challenge, Adapting to Home Workouts and Social Distancing

Each spring, employees at Tolleson Wealth Management participate in a beloved step challenge that encourages activity through friendly competition between teams. The annual program encourages employees to walk more and increase their overall physical activity, with rewards for milestones. This year, 13 teams of five to six employees competed to hit daily and weekly goals […]

BSA Analyst Suzy Poile Receives Community Service Award for Volunteer Work and Love of Helping Dogs

Each year, Tolleson Wealth Management presents a Community Service Award to the employee with the most amount of service hours to recognize the hard work and impact made giving back to the local community. The selected recipient of this award receives a $1,000 grant for the charity of his or her choice. Tolleson Private Bank’s […]

Leaders Dedicate a Day to Development at Tolleson Wealth Management’s 2020 Leadership Symposium

Tolleson Wealth Management hosts the first Leadership Symposium dedicated to learning, reflecting, and casting a vision for the future. Industry professionals taught and spoke to participants equipping each with new knowledge and experiences to strengthen their leadership journey and culture at the firm. “Our goal in 2020 is to build upon the overall growth and […]

Employees Partner with South Dallas restaurant Pink Magnolia to Teach Etiquette to Young Women from St. Philip’s School and Community Center

Leadership and developing talent are key tenants of Tolleson Wealth Management’s values. Sharing those values with the community is just as important. When asked to partner with St. Philip’s School and Community Center on etiquette training to empower the fifth- and sixth-grade girls of “Girls Rites of Passage Program,” called G.U.I.D.E.S., employees saw an opportunity […]

Tolleson Wealth Management Hosts Pajama Drive for Wesley-Rankin Community Center

With the holiday season in full swing, employees participated in a giving drive benefitting children of the firm’s Community Connections partner Wesley-Rankin Community Center. Forty-one employees provided pajamas to 62 children served by the center. This is the sixth year that the firm has offered a holiday drive for an organization-in-need and the third year […]

Investment Team Spends a Day at Nasher Sculpture Center to Focus on Creative Thinking

Members of the Investment Team headed to Dallas’ Nasher Sculpture Center in November for an offsite team building day. Following a private tour of the museum led by Leigh Arnold, Associate Curator, they heard Ph.D. candidate in Neuroscience Michael Lundie speak on recognizing and addressing cognitive biases alongside tools for better decision-making. “Our theme of […]