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Category: News & Events

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 […]

Making Caring Cool with our Family Education Speaker Series

Tolleson Wealth Management hosted WE Charity founder and Social Entrepreneur Craig Kielburger for a recent Family Education Speaker Series event at Dallas Country Club. Craig gave valuable insights to the audience about how to involve the rising generation in philanthropic activities and how to ‘make caring cool.’ He told stories that ranged from speaking with […]

Recognizing the Top Mergers & Acquisitions in North Texas

Tolleson Wealth Management was the presenting sponsor of this year’s D CEO Mergers and Acquisitions Awards last week. The awards ceremony featured opening remarks from Richard Joyner, President, a panel of dealmakers to give insight into working on large deals, and featured the winners of each category, including dealmaker of the year. “At Tolleson Wealth […]

Strengthening Mentorship Culture through Successful Reverse Mentor Program

For the past year, 13 pairs of millennials and senior executives participated in the full launch of Tolleson Wealth Management’s “Level” Reverse Mentor Program. After a successful six-month pilot, millennials across the firm partnered and met regularly with senior executives to give mentorship guidance, discuss important themes, and grow collaboration across departments. The firm recognized […]

Tolleson Wealth Management Supports Family Compass as the Presenting Sponsor of the 2019 North Star Luncheon

Tolleson Wealth Management supported Family Compass as the Presenting Sponsor of the North Star Luncheon earlier this week. Susan Jenevein, Director of Philanthropy, co-chaired the luncheon and Dotti Reeder, Managing Director on the Client Advisory Team, gave opening remarks. “From our work with the families at Tolleson we know that all parents just want their […]

InvestmentNews Names Tolleson Wealth Management a 2019 Best Place to Work for Financial Advisors

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

Tolleson Wealth Management Names Rick Lafitte as New President of Tolleson Private Bank

Tolleson Wealth Management is pleased to announce the hire of Rick Lafitte to serve as president of Tolleson Private Bank. In this role, Lafitte brings 35 years of experience in banking and financial services to the Tolleson Wealth Management family. “Having a private bank is an integral and important piece of our overall business. It […]

Tolleson Wealth Management Celebrates Business Analysis Manager Jennifer Kuncl’s Volunteer Accomplishments

Jennifer Kuncl received a $1,000 grant from Tolleson Wealth Management for her work with Holy Sews-DFW in 2018. She logged more than 160 volunteer hours with the organization, earning her the Employee Community Service Award for the year. Jennifer has volunteered as Director of Holy Sews-DFW for seven years and oversees more than 100 registered […]

Tolleson Wealth Management Supports The Senior Source as the Underwriting Sponsor for the 2019 Charles C. Sprague Sage Society Dinner

Partnering with The Senior Source, we are pleased to announce the underwriting of the Charles C. Sprague Sage Society Dinner on Wednesday, May 1. This purpose of this dinner is to highlight the urgency of giving older Americans a high place on the agenda of community concerns, while creating a brighter future for all generations. […]