Haris Kopic

Haris Kopic, CFP®, is a Director at Tolleson Wealth Management. He serves as a primary advisor and works closely with wealthy families to navigate all things financial. By creating a customized approach based on client goals, he coordinates a wide range of services to help manage, sustain, and grow wealth while maintaining a family’s identity and character.

In his role, Haris is involved in hiring, developing, and mentoring the next generation of Tolleson advisors. He is also responsible for managing and developing relationships with other professionals in the community. Prior to joining Tolleson, Haris was a leader at a Minneapolis-based advisory firm as well as a national RIA. Haris received a degree in Finance from Iowa State University.

When not working, Haris enjoys spending time with his wife, son, and dog. He is also an avid reader and a daily solver of the New York Times Crossword.