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Category: Culture & Community

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 […]

Private Wealth Management Interns Reflect on their Summer at Tolleson Wealth Management

  Rising seniors, Cullen Scott and Keaton Jones, worked as part of the Client Advisory Team in their Private Wealth Management internship role this summer. “I was able to work hands-on seeing the breath of services Tolleson Wealth Management provides to clients,” says Cullen. He enjoys the complex work he is completing within investment and […]

Strengthening Leadership Culture at the Sixth Annual Leadership Retreat

Leaders at Tolleson Wealth Management gathered together this July during the firm’s annual leadership retreat. Over two days, the group participated in interactive sessions to refine their leadership skills and set a vision for the future. There are six key components that help create a strong leadership culture: team building, communication, addressing industry trends, cross-departmental […]

Generations Serving Together at North Texas Food Bank

More than 45 employees and their families served together at North Texas Food Bank (NTFB) last weekend for a food packing project. Participants assisted in the organization’s hunger relief efforts that serve 190,000 meals for hungry children, seniors, and families across North Texas each day. The activity included an opportunity to learn about the community […]

Celebrating Summer at the Annual Tolleson Wealth Management Picnic

Employees were treated to games, activities, and food at the Tolleson Wealth Management annual picnic this month. The Tolleson family held the festivities in the backyard of their home. As a treat to go along with the competitions during the picnic, prizes were awarded to the winners in each category. The firm donated additional toy […]

Recognizing the Top Mergers & Acquisitions in North Texas

Tolleson Wealth Management was the presenting sponsor of this year’s D CEO Mergers and Acquisitions Awards last week. The awards ceremony featured opening remarks from Richard Joyner, President, a panel of dealmakers to give insight into working on large deals, and featured the winners of each category, including dealmaker of the year. “At Tolleson Wealth […]

Strengthening Mentorship Culture through Successful Reverse Mentor Program

For the past year, 13 pairs of millennials and senior executives participated in the full launch of Tolleson Wealth Management’s “Level” Reverse Mentor Program. After a successful six-month pilot, millennials across the firm partnered and met regularly with senior executives to give mentorship guidance, discuss important themes, and grow collaboration across departments. The firm recognized […]

Tolleson Wealth Management Celebrates Business Analysis Manager Jennifer Kuncl’s Volunteer Accomplishments

Jennifer Kuncl received a $1,000 grant from Tolleson Wealth Management for her work with Holy Sews-DFW in 2018. She logged more than 160 volunteer hours with the organization, earning her the Employee Community Service Award for the year. Jennifer has volunteered as Director of Holy Sews-DFW for seven years and oversees more than 100 registered […]