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Category: News & Events

Chief Investment Officer Eric Bennett Discusses Market Outlook at Dallas’ Private Wealth Texas Forum

Chief Investment Officer Eric Bennett took the stage at the Fifth Annual Private Wealth Texas Forum in Dallas on Feb. 6. Speaking on a panel about investment strategies, Bennett gave his insight on the current global market outlook and what he sees trending for this year. “The global economy appears solid but slowing due to […]

Tolleson Wealth Management Names New Directors

Tolleson Wealth Management is pleased to announce its 2019 promotions including directors on the Client Advisory, Tax and Private Trust teams. Courtney Allen, CFP®, is promoted to Director on the Client Advisory Team. She joined the firm in 2012 as an Analyst, promoted to Senior Analyst in 2014, Manager in 2015 and then most recently […]

Tolleson Wealth Management Solves Puzzles at ChildCareGroup’s Annual Great Adventure Hunt

ChildCareGroup hosted the 2019 Great Adventure Hunt last weekend, a dinner and scavenger hunt filled with puzzles at the Frontiers of Flight Museum. Teams across North Texas competed to solve all eight puzzles in the shortest amount of time. Tolleson Wealth Management supported the organization with two teams, giving employees the opportunity to put their […]

The 2019 Private Asset Management Awards Shortlisted Tolleson Wealth Management for Best Multi-Family Office Overall Award

The Private Asset Management (PAM) Awards listed Tolleson Wealth Management on the shortlist for the 2019 Best Multi-Family Office Overall (over $2 billion). The firm was one of nine firms selected throughout the country as contenders for this award. The winner will be announced at a reception in New York City in February. The PAM […]

Tolleson Wealth Management Leaders Present Across the Country on Family Office Investment Trends and the Fixed Income Environment

Tolleson Wealth Management is consistently working to provide ways for client families to enjoy their wealth. As a firm that takes care of all things financial, the Investment and Client Advisory Teams continuously work together to create investment strategies that serve each family and their needs. “Our customized approach built over the past two decades […]

Tolleson Wealth Management Partners with ChildCareGroup to Bring Holiday Wishes to Life

The children who attend the Landauer Center at ChildCareGroup were granted holiday wishes this year by teams across Tolleson Wealth Management. Employees had the opportunity to pick a child’s wish and provide them with a present through the firm’s partnership with ChildCareGroup. Toys were gifted from wish lists to more than 100 children between the […]

Tolleson Wealth Management Listed as the Second Largest Wealth Management Firm in North Texas

Tolleson Wealth Management was listed in Dallas Business Journal as the second largest wealth management firm in North Texas based on assets under management. With a 3:1 client-to-advisor ratio and six additional teams dedicated to various specialty areas, the firm has extended its multi-family office offering to take care of all things financial for clients […]

Carter Tolleson Recognized in D Magazine’s Dallas 500 for Second Year

Tolleson Wealth Management’s Carter Tolleson is featured in the special edition of D CEO Magazine’s November issue. He is listed in the Dallas 500 Banking and Finance Section as one of the most powerful business leaders in Dallas-Fort Worth for the second year in a row. Tolleson was nominated and chosen by the D Magazine editorial team […]

Kristen Hadeed Brings a Next-Generation Perspective on Making Impact

Tolleson Wealth Management hosted a client luncheon last week featuring Kirsten Hadeed, a young entrepreneur and Ted Talk speaker. Hadeed founded StudentMaid, a cleaning company that hires students, in 2007 while attending the University of Florida. Since then, she has employed thousands of students and published a best-selling book, Permission to Screw Up. Hadeed spoke […]