You are here:

Category: Firm Update

Tolleson Wealth Management Celebrates New Managing Directors

Tolleson Wealth Management was pleased to recognize the 25 new promotions announced in 2022. From this talented group, we are excited to highlight our three new managing directors. Susan Wells Jenevein was promoted to Managing Director of Philanthropy and Family Engagement. Jenevein joined Tolleson Wealth Management in 2018 from a 20-year career in philanthropy working […]

Tolleson Wealth Management Celebrates Annual Promotions

Tolleson Wealth Management recognized the following 25 promotions in January. Ashley Lewis Senior Advisor, Philanthropy and Family Engagement Brandon Turner Director, Client Advisory Team Cullen Scott Senior Analyst, Investment Team Dustin Eldridge Director, Client Advisory Team Eva Garcia Senior Business Systems Analyst Hugh Seligman Director, Client Advisory Team Jared Williams Senior Trust Administrative Officer Javier […]

Tolleson Private Bank Welcomes Jennifer Normile as Senior Vice President

Tolleson Private Bank is pleased to welcome Jennifer Normile to its relationship management team. Jennifer brings more than 20 years of experience in the financial industry to her role, having previously served as the lead of private banking efforts for CIBC Bank USA and BNY Mellon in the state of Texas. As Senior Vice President, […]

Tolleson Wealth Management’s Portfolio Strategists Join Client Advisors in Critical Role

  Tolleson Wealth Management is pleased to welcome Brent Young on its growing Portfolio Strategist Team. Bringing 15 years of relevant experience, he will join the client’s core service team, focusing specifically on investment-related advice. Over the last decade, Young held portfolio management roles and worked closely with clients to develop and manage customized, goal-based […]

Richard Joyner’s Industry Leadership is Recognized by Barron’s and UT Wealth Management Center

We are proud to celebrate Richard Joyner, President of Tolleson Wealth Management, for his service to the wealth management industry. Recently inducted to Barron’s Hall of Fame, Richard was featured in the publication’s Top 100 Advisor rankings for the last 10 consecutive years. As Barron’s states, this award honors advisors who, “exemplify long-term success and […]

Tolleson Wealth Management Adds Two Directors to Growing Client Advisory Team

Tolleson Wealth Management is pleased to announce that Peter Eyestone and Kyle Manley have joined the firm as Directors on the Client Advisory Team. Both will be responsible for delivering family office services to client families. Prior to joining Tolleson Wealth Management, Eyestone was Senior Vice President and Senior Investment Officer at The Northern Trust […]

Looking Forward: Tolleson Wealth Management Presents the Future

How will the world change after experiencing nearly a year of an unprecedented pandemic? Philanthropy Director Susan Jenevein sought to answer just that with the launch of a new webinar series called Tolleson Wealth Management Presents the Future. Covering four key areas of education, travel, Texas, and energy, she speaks to various industry experts about […]

CEO Carter Tolleson Talks 2020 Successes with Dallas Business Journal

Dallas Business Journal interviews CEO Carter Tolleson about company successes in 2020, headlining that its banking arm Tolleson Private Bank “saw the biggest growth in a single year…in its 17-year history.” Due to an increase of loans and deposits, and with the support of a hardworking staff, the bank continued to thrive with new work-from-home […]

Weather Update

Due to below-freezing weather conditions causing rolling blackouts and hazardous roads, Tolleson Private Bank will close its lobby and in-person branch services until Friday, Feb. 19, when we expect normal operations to resume. Bank services will remain virtual Wednesday and Thursday from 9 a.m. – 4 p.m. CT to maintain the safety of our employees […]

1 2 3 6