Resources
Category: News & Events
Investment Manager Sarah Wiewel Digs Deep on Impact Investment Trends Investment Manager Sarah Wiewel facilitated DFW Sustain and the DFW CFA Society’s Impact Investment panel on Sept. 5. As moderator, Wiewel navigated Jennifer Signori’s and Tucker Pribor’s conversations about incorporating impact investments into traditional asset allocations. Jennifer is Senior Vice President at Neuberger Berman on the Environmental, Social, Governance (ESG) and Impact Investing team. Tucker […]
Richard Joyner Receives Top Ranking on Barron’s Top Independent Wealth Advisor for Second Year The Barron’s released their 2019 Top Independent Advisors this week, with Tolleson Wealth Management’s Richard Joyner at #15 on the list of 100 advisors throughout America. This is the second year that Joyner was listed. Read about the 2018 ranking here. The ranking reflects the volume of assets overseen by the advisors and their teams, […]
Tolleson Wealth Management’s Investment Team Debunks Junk Bonds with Joseph Naggar Tolleson Wealth Management’s Chief Investment Officer Eric Bennett and Investment Team hosted a private reception featuring Joseph Naggar to discuss navigating today’s 1.2 trillion high-yield bond market. Joseph is Partner and Head of Structured Products at GoldenTree Asset Management. Since his hire in 2007, he has played an instrumental role in building the firm’s structured […]
Private Wealth Management Interns Reflect on their Summer at Tolleson Wealth Management Rising seniors, Cullen Scott and Keaton Jones, worked as part of the Client Advisory Team in their Private Wealth Management internship role this summer. “I was able to work hands-on seeing the breath of services Tolleson Wealth Management provides to clients,” says Cullen. He enjoys the complex work he is completing within investment and […]
Our thoughts are with those impacted by Hurricane Dorian in the Bahamas as well as the Southeastern United States. If you are interested in supporting the relief efforts, our Philanthropy Services Team has compiled information regarding the best ways to help and donate. To ensure that your charitable dollars will be used wisely and effectively, […]
Strengthening Leadership Culture at the Sixth Annual Leadership Retreat Leaders at Tolleson Wealth Management gathered together this July during the firm’s annual leadership retreat. Over two days, the group participated in interactive sessions to refine their leadership skills and set a vision for the future. There are six key components that help create a strong leadership culture: team building, communication, addressing industry trends, cross-departmental […]
Tolleson Wealth Management Listed in Financial Advisor’s 2019 Annual RIA Ranking Tolleson Wealth Management is listed in the Annual Registered Investment Advisors (RIA) Rankings by Financial Advisor Magazine for the seventh consecutive year. The firm is recognized at #43 in the national ranking and is the highest Texas ranked RIA out of 683 firms. The full list of rankings is featured in the July edition of Financial […]
Generations Serving Together at North Texas Food Bank More than 45 employees and their families served together at North Texas Food Bank (NTFB) last weekend for a food packing project. Participants assisted in the organization’s hunger relief efforts that serve 190,000 meals for hungry children, seniors, and families across North Texas each day. The activity included an opportunity to learn about the community […]
Celebrating Summer at the Annual Tolleson Wealth Management Picnic Employees were treated to games, activities, and food at the Tolleson Wealth Management annual picnic this month. The Tolleson family held the festivities in the backyard of their home. As a treat to go along with the competitions during the picnic, prizes were awarded to the winners in each category. The firm donated additional toy […]