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Category: Culture & Community

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 […]

Reverse Mentor Program Aims to Cultivate Growth

The Reverse Mentor Program wrapped up another successful cohort as it continued to evolve in its third year. Twelve Tolleson Wealth Management employees mentored a group of senior leaders to amplify their coaching skills and provide new ideas for organizational growth. Divided into pairs, they worked together to continue the program mission of stimulating unique […]

Employees Focus on Professional Development with Podcast Club

After the launch of the podcast series Tolleson Insights run by President Richard Joyner, employees were inspired to learn and connect with new topics. Tolleson Wealth Management’s internal ‘Culture Club’ committee explored how different types of podcasts could create professional development and networking opportunities across each team. Taking leadership of the idea, Business Analyst Meghan […]

Women Building Stronger, Safer Communities with Habitat for Humanity

Building stronger and safer communities is a philosophy that Tolleson Wealth Management cares about, especially when its employees can make a tangible impact. In April, eight employees from wealth management and private banking departments put together an all-women team to participate in the second year of Women Build Dallas and help raise the walls on […]

Employees Celebrate a Continued Partnership with St. Philip’s School and Community Center in 2021

Tolleson Wealth Management proudly marked another year in its partnership with St. Philip’s School and Community Center, committing as a 75th Anniversary Sponsor for the Annual Destiny Luncheon in March. Presented virtually, the luncheon featured New York Times Bestselling and Pulitzer Prize Winning Author Isabel Wilkerson as a keynote speaker. Last year, Tolleson Wealth Management […]

Employees Come Together for the Community with Tolleson Team Serves

As 2020 came to an end, service opportunities had just started from teams at Tolleson Wealth Management. Knowing that this holiday season looked very different for many families left employees feeling inspired to give back to their community. By creating and participating in a company-wide service project called ‘Tolleson Team Serves,’ each team department selected […]

Employees Celebrate the Holidays by Giving Back

To get into the holiday spirit, employees participated in the annual “giving tree” drive benefitting the firm’s community partner St. Philip’s School and Community Center. Sixty employees provided coats to 100 children at the school and community center’s annual Christmas store. It is the seventh year that the firm has offered a holiday drive for […]

Adapting to Current Times, Tolleson Wealth Management Attends Virtual Career Fairs

Each fall and spring, Tolleson Wealth Management attends career fairs and meets students from universities across Texas and surrounding states. Career fairs ran a little differently this year, like everything else. While conversations with students were no longer in person, employees still gave students insight and created relationships. “We try to pair employees that are […]

Company-Wide Virtual Happy Hour, Sips & Stocks, Helped Employees Stay Connected During COVID-19

Normally, a 4 p.m. meeting on a Friday is a hard sell. However, like everything else in 2020, that changed when the pandemic hit earlier this year. Investments Manager Kolby Sneathern began hosting Sips & Stocks, a virtual happy hour to discuss the current stock market, while employees worked from home during shelter-in-place. The dreaded […]

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