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Category: News & Events

Monthly Meditation Classes for Employees Teach Helpful Strategies during Pandemic

What originally began as a trial to test a new type of wellness program quickly grew into a beloved monthly meditation series for Tolleson Wealth Management employees. These meditation sessions began as a way for employees to learn meditation and relaxation strategies while also earning credits in the firm’s wellness tracking system that inspires and […]

Tolleson Wealth Management’s Private Wealth Services Listed in Financial Advisor’s 2020 Annual RIA Ranking

Tolleson Wealth Management’s private wealth division (Tolleson Private Wealth Management) was listed in the Annual Registered Investment (RIA) Ranking by Financial Advisor Magazine for the eighth consecutive year. It was recognized at #53 in the national ranking  out of 551 firms. This year presented unprecedented obstacles when the COVID-19 pandemic hit, causing many in the […]

Managing Director Dotti Reeder Shares her Leadership Journey with RIA Intel

As she’s successfully grown her career in the financial industry, Managing Director Dotti Reeder shares her experience and advice as a top woman leader with RIA Intel’s writer Kristen Oliveri. “Without having many women in the workplace, I had to learn how men thought and behaved. I had to negotiate and advocate for myself the […]

Tolleson Private Bank and FHLB Dallas Award Grants to Two Dallas Nonprofits

Tolleson Private Bank and the Federal Home Loan Bank of Dallas (FHLB Dallas) have awarded $24,000 in Partnership Grant Program (PGP) awards to two apartment complexes in Dallas, Texas, developed by Catholic Housing Initiative to house seniors. PGP grants help qualified nonprofit organizations fund a variety of operational and administrative activities that are critical to […]

Chief Investment Officer Eric W. Bennett talks with Family Wealth Report about Distressed Credit

Distressed assets and default situations are a hot topic in today’s current climate. Family Wealth Report writer Charles Paikert invited Chief Investment Officer Eric W. Bennett to share his insight on the topic and investment opportunities he foresees in the future. Bennett explains what he believes wealth managers should be discussing with their clients about […]

Royce Ramey Named to Newly Created Chief Experience Officer Role

Tolleson Wealth Management is pleased to announce the promotion of Royce Ramey to the newly created Chief Experience Officer role. Ramey will sit on the firm’s governing CEO Council and will be responsible for the strategic integration of service lines while ensuring team members have the training, technology, and support to deliver a seamless client […]

A Conversation with T.D. Jakes: Moving Forward Together

We were honored to host an online conversation last week with Bishop T.D. Jakes, known as a faith leader, author, filmmaker, entrepreneur, and philanthropist. Director of Philanthropy Susan Jenevein and Bishop T.D. Jakes talk about justice, racial equality, the importance of continuing conversation, and the role of philanthropy in moving forward together. Tolleson Wealth Management […]

Private Wealth Management Interns Begin their Summer Virtually

Each summer, Tolleson Wealth Management offers a private wealth management internship to rising college seniors, teaching them about the inner workings of a multi-family office. The interns receive hands-on experience as they rotate through different departments in the firm. This year, private wealth interns John Luger and Megan Shipman begin their first day virtually. John […]

Employees Stay Active with 2020 Fitness Challenge, Adapting to Home Workouts and Social Distancing

Each spring, employees at Tolleson Wealth Management participate in a beloved step challenge that encourages activity through friendly competition between teams. The annual program encourages employees to walk more and increase their overall physical activity, with rewards for milestones. This year, 13 teams of five to six employees competed to hit daily and weekly goals […]