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Category: News & Events

Richard Joyner Recognized on The Barron’s 2018 Top 100 Independent Wealth Advisor’s List

The Barron’s released the 2018 list of Top 100 Independent Wealth Advisors, recognizing Tolleson Wealth Management’s Richard Joyner at #19 last week. Joyner serves as President and has been with the firm for more than 15 years. He oversees key strategic, marketing and policy determinations for the firm and its lines of business. He works […]

Tolleson Wealth Management Goes Inside the Investment, Hosting Andy Rothman of Matthews Asia

Chief Investment Officer Eric Bennett and the firm’s Investment Team welcomed clients to a private reception featuring Andy Rothman, Investment Strategist at third-party manager Matthews Asia, to present on the dynamic and growing Asia markets. Delving into the latest economic developments, Rothman gave a unique insight into China’s markets, reflecting on his 20-year career as […]

Tolleson Wealth Management Kicks Off the School Year with a Drive

With summer ending and the school year upon us, Tolleson Wealth Management employees got in the spirit by hosting a school supply drive in partnership with ChildCareGroup and Wesley Rankin Community Center. The firm continually partners with both organizations through volunteer and donation opportunities. This year, the focus was to raise money and donate supplies […]

Managing Director Dotti Reeder honored as a 2018 Women in Business “Power Player” by Dallas Business Journal

This month’s Dallas Business Journal featured the top 30 women business leaders in the Dallas-Fort Worth area, including Tolleson Wealth Management’s Dotti Reeder. Reeder leads alongside two Managing Directors on the firm’s Client Advisory Team. She spoke to the Dallas Business Journal about Tolleson Wealth Management’s reputation and how the firm successfully attracts clients by […]

Tolleson Private Bank Volunteers with High School Students at Wesley-Rankin Community Center

Tolleson Private Bank employees had the opportunity to work with high school students during summer break to teach valuable life lessons about budgeting, saving and credit. The classes focused on learning financial independence, taking place in June and July during summer camp. Employees gave students real-life examples on how to create a budget, what a […]

Tolleson Wealth Management Donates To Suits For Shelters Clothing Drive

More than 100 pieces of professional clothing were donated by Tolleson Wealth Management employees to the Suits for Shelters drive, benefiting survivors of domestic abuse. The firm has participated in the Suits for Shelters drive since 2015 and has donated to the campaign since 2013. The professional pieces of clothing help equip women in need […]

Same Tolleson Wealth Management, just with a new look and feel

We are pleased to announce the launch of a newly designed website with dynamic features and improved capability for more content. Our goal at Tolleson Wealth Management has and always will be the client experience. Over the past few years, we have implemented key projects focused on delivering more relevant and timely information to our […]

Tolleson Wealth Management’s IT Team Gives Away Desktop Monitors

Every quarter, the Information Technology (IT) team at Tolleson Wealth Management donates used computer monitors and desktops to various local organizations in need. This past month, they partnered with Healing Hands Ministries, a local charity that provides low-cost medical and dental care. After many employees received newer upgrades for increased work efficiency this summer, the […]

Chief Talent and Learning Officer Jeff Strese Speaks on Leadership at Pershing’s Insite Summer Conference

As Chief Talent and Learning Officer, Jeff Strese leads Tolleson Wealth Management by avidly investing in human capital programs and strategies for employee culture. In recognizing the need for growth around leadership, Strese has led the implementation of in-house professional and leadership training for employees the past four years. Other areas of focus for him […]

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