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Category: News & Events

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 […]

Tolleson Wealth Management Taps Susan Jenevein as New Director of Philanthropy

Tolleson Wealth Management is pleased to announce the hiring of Susan Jenevein as director of philanthropy. Jenevein will create and implement strategies to provide administrative and operational support for charitable organizations as well as manage Tolleson Wealth Management’s donor-advised fund services, which offer individuals, families and family foundations a simplified and highly personalized approach to […]

Tolleson Wealth Management Recognized as a 2018 Top Wealth Manager by D Magazine

D Magazine recognized Tolleson Wealth Management as a Top Wealth Manager for 2018 in its latest November issue. The firm is proud to celebrate this recognition in honor of serving clients and their families with all things financial. This is the fourth year in a row Tolleson Wealth Management has received this award. D Magazine […]

Tolleson Wealth Management gets Spooky for This Year’s Halloween

Tolleson Wealth Management celebrated Halloween with an after-hours employee reception on Monday evening. Employees got in the Halloween spirit with spooky treats, games and a haunted desk contest. Members of the executive team posed for a picture with the scary décor (Chief Talent & Learning Officer Jeff Strese, President Richard Joyner and Chief Investment Officer […]

Tolleson Wealth Management Featured in the 2018 SMU Cox Dallas 100 Entrepreneur Awards

The Caruth Institute for Entrepreneurship at Southern Methodist University’s Cox School of Business recognized the 100 fastest-growing private companies in North Texas, including Tolleson Wealth Management. To view the list published by the Dallas Business Journal, visit here. “We are proud to be included on this list in the company of the other fast-growing businesses,” […]

Tolleson Private Bank is Proud to Partner with TDHCA for $12 Million Syndicated Loan Agreement

The Texas Department of Housing and Community Affairs (TDHCA) entered into a $12 million syndicated loan agreement with Tolleson Private Bank, Woodforest National Bank and Hancock Whitney. This agreement provides more resources to help prospective, lower-income, first-time homebuyers in Texas with down payments and closing costs. Tolleson Private Bank is active in finding ways to […]