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Category: News & Events

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 […]

Tolleson Wealth Management Recognized as 2020 Top Wealth Manager by D Magazine

D Magazine selected Tolleson Wealth Management as a Top Wealth Manager for 2020. The firm is proud to celebrate this recognition in honor of serving clients and their families with all things financial. This is the sixth consecutive year that Tolleson Wealth Management has received this award. To view the list published by D Magazine, […]

Holiday Giving Guide

‘Tis the season for giving! The Philanthropy Services team has compiled a list of organizations on the best ways to volunteer and donate this year. Volunteer as Santa Claus or his Little Helper Channel your inner elf and make a child’s Christmas by “answering” their letter to Santa Claus. Be a Santa to a senior […]

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 […]

A Conversation with Reid Porter: A Safer and More United Dallas

Tolleson Wealth Management’s Philanthropy Director Susan Jenevein virtually sat down with Reid Porter to discuss his organization, Advocates for Community Transformation (“ACT”). The organization uses innovative approaches to create safer neighborhood in Dallas by fostering relationships and empowering neighbors to stand up for their community. Porter and Jenevein discuss how ACT bridges differences, creates safer communities, and has […]

Shop for a Cause: Black Friday Giving

Black Friday is known for good deals and slashed prices; however, this year it is a chance to give back. Many stores and companies take Black Friday’s increased sales as an opportunity to donate portions of their sales to philanthropic organizations. Now, it is possible to get holiday shopping done while also benefitting the community […]

Carter Tolleson Named D CEO Dallas 500 Business Leader

Carter Tolleson is recognized on the cover of D CEO Magazine’s special edition December issue. He is listed in the Dallas 500 Banking and Finance Section as one of the most influential business leaders in North Texas for the third year. Tolleson was nominated and chosen by the editors of D Magazine after months of […]

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 […]

Tolleson Wealth Management Named to Dallas 100™ List for Fourth Year

The Caruth Institute for Entrepreneurship at Southern Methodist University’s Cox School of Business recognized Tolleson Wealth Management as one of the 100 fastest-growing, privately held companies in North Texas, known as the ‘Dallas 100’ list. “We are honored to be included as one of the fastest-growing businesses for the fourth year,” said Carter Tolleson, CEO. […]

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