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Category: Firm Update

Tolleson Wealth Management Celebrates Annual Promotions

Tolleson Wealth Management recognized the following 20 promotions in January. Amber Moore Analyst, Client Operations Blake Masterson Manager, Client Advisory Team Christine Finn Chief Fiduciary Officer, Private Trust Denise Foreman Manager, Client Bookkeeping Elle Heard Senior HR Associate Elliott Alexander Manager, Client Advisory Team Hector Perez Assistant Fund Controller Julia Thompson Project Manager, Business Operations […]

A Service-First Mindset

The Tolleson Wealth Management purpose lies in determining how to best serve clients and their families. As our diverse team focuses on solving complex problems and positively impacting client lives, we remain focused on our service-driven mission. Through a culture of collaboration, we are dedicated to enriching the lives of our employees and our clients.

Tolleson Wealth Management Hosts Firm-Wide Celebration for Annual Mid-Year Promotions

Tolleson Wealth Management recognized the following 17 promotions in June. Adele Noel Manager, Client Advisory Team Andrew Dunafan Senior Associate, Client Bookkeeping Claire Dameris Senior Analyst, Client Advisory Team Colleen Seagraves Senior Client Service Associate, Private Banking Officer Courtney Joyner Director, Philanthropy and Family Engagement Darlene Thimmig Vice President and Lending Coordinator, Private Banking Emily […]

Tolleson Wealth Management is Temporarily Relocating in August to One Arts Plaza

After more than 20 years in business at our 5500 Preston Road, Suite 250 location, we are undergoing an office refresh for a better client and employee experience. We are pleased to announce that Tolleson Wealth Management will temporarily relocate to One Arts Plaza’s Suite 1200 until summer 2023. Tolleson Private Bank will remain at […]

Tolleson Private Bank Celebrates $1 Billion in Assets

Tolleson Private Bank hit a major milestone this year, reaching $1 billion in assets. Founded in 2003, three years after Tolleson Wealth Management began offering multi-family office services, the Bank has grown through the years into a highly customized and attentive banking service. Starting from strong family-founded roots, it was built from the ground up […]

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 […]

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