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Category: News & Events

Chief Investment Officer Eric W. Bennett Hosts Michael Gregory for a Special Edition of Inside the Investment

Chief Investment Officer Eric W. Bennett and Tolleson Wealth Management’s Investment Team hosted a virtual interview featuring Michael Gregory to discuss investing in biotechnology amid a pandemic. Gregory is Co-Managing Partner and Co-Founder of Avidity Partners, serving as Director of Research and President. For more than a decade, he has been a respected healthcare investor […]

BSA Analyst Suzy Poile Receives Community Service Award for Volunteer Work and Love of Helping Dogs

Each year, Tolleson Wealth Management presents a Community Service Award to the employee with the most amount of service hours to recognize the hard work and impact made giving back to the local community. The selected recipient of this award receives a $1,000 grant for the charity of his or her choice. Tolleson Private Bank’s […]

Family Learning Consultant Jeff Strese Provides Insights to Family Business Magazine about the Rising Generation

While assisting families prepare the rising generation for leadership, Family Learning Consultant Jeff Strese often sees young adults eager to get involved with their family’s enterprise. In his latest Family Business Magazine article, “Good practices in family well-being: Embracing the rising generation,” he highlights how families can gain stronger unity by improving communication and learning […]

InvestmentNews Names Tolleson Wealth Management a 2020 Best Places to Work for Financial Advisors

InvestmentNews published its annual Best Places to Work for Financial Advisors list this week featuring Tolleson Wealth Management for the third consecutive year. The selection is based on employer and employee surveys regarding culture, benefits, career paths, and more. The firm was chosen as one of this year’s top 75 firms throughout the country. “Tolleson […]

Richard Joyner Ranks #2 on Barron’s Annual Top Advisory List

The Barron’s released their 2020 Top Advisor Ranking for each state and President Richard Joyner ranked number 2 on the list of 90 advisors throughout Texas for the third consecutive year. The list was also published in The Wall Street Journal as ‘America’s Top 1,200 Financial Advisors.’ The ranking is categorized by each state with […]

CEO Carter Tolleson Talks Strategy with Dallas Business Journal Amid COVID-19

When the COVID-19 pandemic began to spread in the United States, investors were caught by surprise causing financial markets to quickly lose their footing. A recent Dallas Business Journal article addresses the shifting financial strategies across different types of wealth management firms. CEO Carter Tolleson shares his thoughts on Tolleson Wealth Management’s approach during this […]

Leaders Dedicate a Day to Development at Tolleson Wealth Management’s 2020 Leadership Symposium

Tolleson Wealth Management hosts the first Leadership Symposium dedicated to learning, reflecting, and casting a vision for the future. Industry professionals taught and spoke to participants equipping each with new knowledge and experiences to strengthen their leadership journey and culture at the firm. “Our goal in 2020 is to build upon the overall growth and […]

Employees Partner with South Dallas restaurant Pink Magnolia to Teach Etiquette to Young Women from St. Philip’s School and Community Center

Leadership and developing talent are key tenants of Tolleson Wealth Management’s values. Sharing those values with the community is just as important. When asked to partner with St. Philip’s School and Community Center on etiquette training to empower the fifth- and sixth-grade girls of “Girls Rites of Passage Program,” called G.U.I.D.E.S., employees saw an opportunity […]

Disaster Relief Resources for Devastating Australia Wildfires

The bushfires in Australia have continued to grow and create devastation across the continent, harming many people and wildlife. Our thoughts are with those impacted and those volunteering to stop the fires. If you are interested in supporting the relief efforts, our Philanthropy Team has compiled information regarding the best ways to help and donate. […]