Greg Hall, CPA*, CFP®, is Senior Managing Director of the Client Advisory Team. He oversees the day-to-day operations of client advisory services while concurrently serving as a senior advisor to client families. With more than 30 years of experience providing complex financial planning to families of wealth, Greg is active in setting the vision for Tolleson and how it delivers comprehensive family office services. He serves on the firm’s Management Committee and Investment Committee.
Throughout his career, Greg has specialized in serving wealthy clients. In 1994, he joined the Dallas office of KPMG, where he was Senior Manager of the personal financial planning group. There, he offered objective investment, tax, and financial planning advice to clients who included wealthy families, business owners, and company executives.
Greg graduated cum laude from Texas Tech University, where he earned his Master of Science in Accounting with a tax concentration. He is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants. Greg is a Certified Financial Planner™ and an investment advisor representative. He also serves as an Emeritus Member of the Texas Tech Rawls Business School Advisory council assisting in mentoring students, networking with graduates, and scholarship fundraising.
*Not a CPA Firm.