Portfolio Strategist and Director, Client Advisory Team
Brent Young, CFA, CAIA, CFP®, is a Portfolio Strategist and Director 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 15 years in the financial services industry. Over the last decade, he held 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, where he also led their alternative investment offering. 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 130 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’s of Business Administration in Finance from Texas Tech University and Masters 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 riding their bikes around White Rock Lake and the various connecting trail networks.