CJ Camerato
CJ Camerato, CFP®, is a Managing Director on the Client Advisory Team. He serves as a primary advisor and works closely with families to navigate all things financial. His experience includes extensive work with families who retain ownership of operating businesses and other closely-held assets, advising around complex income and estate tax matters, as well as integration of philanthropic goals into a family’s broader financial picture.
CJ began his career with Tolleson Wealth Management in 2011 as a private wealth management intern before joining the firm as an Analyst on the Client Advisory Team in 2012. He was promoted four times within the firm from Analyst to his current role as Managing Director.
CJ graduated summa cum laude from Southern Methodist University, where he earned a Bachelor of Science in Economics with Financial Applications and a Bachelor of Business Administration in Finance. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.