Brent Young

Brent Young

Managing Director, Portfolio Strategy
Client Advisory Team
5 years at Tolleson 20 years in the industry

Brent Young, CFA, CAIA, CFP®, is a Managing Director and Portfolio Strategist on the Client Advisory Team. He serves as a client advisor, working closely with clients on all investment-related matters, including coordinating portfolio allocation strategy and implementation.

Prior to joining Tolleson Wealth Management, Brent spent nearly a decade in portfolio management roles, working closely with clients to develop and manage customized, goal-based investment portfolios. Most recently he served as Senior Vice President and Senior Portfolio Manager at Frost Bank. Previously, Brent worked at TD Ameritrade Investment Management where he helped the firm launch a new high-tech/high-touch managed portfolio business and then oversaw portfolio consulting for more than 150 TD Ameritrade Branches. Brent also worked for U.S. Trust, Bank of America Private Wealth Management as a portfolio manager, and at several other firms as a specialist in fixed income and private energy partnerships respectively.

Brent received a Bachelor of Business Administration in Finance from Texas Tech University and Master of Business Administration from University of North Texas. He is also registered as a CFA Charterholder, CAIA Charterholder, and CERTIFIED FINANCIAL PLANNER™. He lives in Dallas with his wife and their two boys, and the four of them enjoy cycling and spending time together outdoors.