Managing Director, Client Advisory Team
Greg Hall, CPA*, CFP®, serves as a primary contact and coordinator for all private wealth management client services. He manages the comprehensive financial planning and oversight process for clients by identifying, implementing and monitoring strategies that meet each client’s investment, financial and wealth-transfer needs. Greg serves on Tolleson Private Wealth Management’s Management Committee and the firm’s 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 on the Texas Tech Rawls Business School Advisory council assisting in mentoring students, networking with graduates and scholarship fundraising.
*This firm is not a CPA firm.