Resources

You are here:

Category: News & Events

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 […]

Disaster Relief Resources for Hurricane Dorian

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 […]

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 […]