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Category: Firm Update

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 […]

Tolleson Wealth Management Celebrates 2021 Promotions

Tolleson Wealth Management celebrated 17 promotions in January, including recognizing four prominent leadership roles and a new director on its Client Advisory Team. Despite tackling many new challenges in 2020 brought on by the COVID-19 pandemic, the executive team continued to validate the importance of its people in carrying out the firm’s core mission of […]

Tolleson Private Bank Fosters Financial Growth in the Community

Senior Vice President and Regulatory Compliance Officer Alta Mantsch helps a student with a finance exercise. While Tolleson Private Bank is passionate about serving client families, the bank is also committed to serve within the greater Dallas community. Through providing credit and lending in these areas, Tolleson Private Bank hopes to foster more financial opportunities […]

Chief Experience Officer Royce Ramey Shares Five Things Business Owners Should Consider Before Selling a Business

When it comes time for entrepreneurs to decide on selling their business, it can be a difficult and emotional decision. Family Office Exchange (FOX) featured Chief Experience Officer Royce Ramey’s advice on the “Top Five Things to Consider Before Selling a Business.” Entrepreneurs often reach a point when they are ready to sell their business. […]

Tolleson Private Bank Launches Enhanced Mobile Features

Tolleson Private Bank continues to focus on improving the client experience and is pleased to announce two new mobile features for faster and easier online banking: mobile quick links and digital wallets. What are these features? Mobile quick links allow better navigation within the Apple iPhone application. Highly used actions are now accessible through shortcuts […]

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