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Category: News & Events

Investment Update & Economic Outlook: One Year After Covid Began

It has been a little over a year since our lives were shook by COVID-19 shutdowns across the United States. The damage to the economy was substantial last year, but now many want to know what happens next? In this clip from our latest economic outlook video, we discuss what we are watching for: WANT […]

Family Wealth Report Announces Tolleson Wealth Management Award Winner in Multiple Categories

Following its finalist announcement back in February, Family Wealth Report named Tolleson Wealth Management a winner in multiple categories during the 8th Annual Award Ceremony. The firm is proud to celebrate its achievements in Multi-Family Office ($5 billion to $10 billion AUM) and Credit Solution categories alongside a commended recognition in the Fiduciary and 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 […]

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 […]

Chief Investment Officer Eric W. Bennett Goes Inside the Investment with Frank M. Sands

Chief Investment Officer Eric W. Bennett, CFA, hosted a virtual conversation with Sands Capital Management Chief Executive Officer and Chief Investment Officer Frank M. Sands, as part of Tolleson Wealth Management’s Inside the Investment series. Sands discussed the nuances of innovation investing and how he led his firm to success by identifying the differentiated leaders […]

Barron’s Ranks President Richard Joyner #2 on the 2021 Top Advisor List

Barron’s released its 2021 Top Advisor Rankings for each state, with Tolleson Wealth Management’s President Richard Joyner listed as #2 of 88 advisors throughout Texas for the fourth consecutive year. The list was also published in The Wall Street Journal as ‘America’s Top 1,200 Financial Advisors.’ This ranking is categorized by state with more than […]

Managing Director Jennifer Kirksey Receives Employee Community Service Award for Impact in Dallas Community

Tolleson Wealth Management is proud to celebrate Managing Director of Wealth Operations Jennifer Kirksey for her work with Junior League of Dallas. Each year, an employee is chosen for the annual Community Service Award that recognizes hard work, dedication, and impact made giving back to the local community. As a result, the firm grants one […]

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 […]

InvestmentNews names Tolleson Wealth Management a 2021 Best Places to Work for Financial Advisors

InvestmentNews published its annual Best Places to Work for Financial Advisors list this week featuring Tolleson Wealth Management for the fourth consecutive year. The selection is based on employer and employee surveys regarding culture, benefits, career paths, and more. The firm was chosen as one of this year’s 75 firms throughout the country. “We are […]

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