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Category: News & Events

Tolleson Wealth Management recognized as a 2019 Charitable Champion

Tolleson Wealth Management announced as one of twenty financial advisory firms selected for the Invest in Others Charitable Foundation’s 2019 Charitable Champions List. The Charitable Champions List recognizes advisory firms for their efforts to give back to their communities by promoting a culture of philanthropy amongst employees and financial advisors. Invest in Others evaluated applications […]

Investment Team Spends a Day at Nasher Sculpture Center to Focus on Creative Thinking

Members of the Investment Team headed to Dallas’ Nasher Sculpture Center in November for an offsite team building day. Following a private tour of the museum led by Leigh Arnold, Associate Curator, they heard Ph.D. candidate in Neuroscience Michael Lundie speak on recognizing and addressing cognitive biases alongside tools for better decision-making. “Our theme of […]

Tolleson Wealth Management Named one of the ‘Dallas 100’ fastest-growing small private companies in DFW

The Caruth Institute for Entrepreneurship at Southern Methodist University’s Cox School of Business recognized Tolleson Wealth Management as 100 of the fastest-growing small private companies in North Texas, known as the ‘Dallas 100’ list. “We are proud to be named as one of DFW’s 100 fast-growing businesses,” said Carter Tolleson, CEO. “Nearing our firm’s 20-year […]

Tolleson Wealth Management Recognized as a 2019 Top Wealth manager by D Magazine

D Magazine recognized Tolleson Wealth Management as a Top Wealth Manager for 2019 in its latest November issue. The firm is proud to celebrate this recognition in honor of serving clients and their families with all things financial. This is the fifth year in a row Tolleson Wealth Management has received this award. D Magazine […]

Tolleson Wealth Management supports The Dallas Opera as Presenting Sponsors for the FIRST NIGHT

Tolleson Wealth Management supported the Dallas Opera as the Presenting Sponsor for the FIRST NIGHT on Friday, Oct. 18. President Richard Joyner toasts the Dallas Opera’s Honorary Chairs the Winspear Family at the FIRST NIGHT dinner. “As we look around this evening, we cannot help but honor the memories of Margot and Bill Winspear whose […]

Disaster Relief Resources for North Texas Tornado

Our thoughts are with those in our community impacted by the North Texas tornadoes Sunday evening. If you are interested in supporting relief efforts, our Philanthropy Services has compiled information regarding the best ways to help and donate. To ensure that your charitable dollars will be used wisely and effectively, donations should be made to […]

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 […]