Portfolio Strategist and Director, Client Advisory Team
Jason Lipsett, CFA®, 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 in 2012, Jason began his career in the Dallas Park Cities office of The Northern Trust Company. He was a portfolio manager in the local Wealth Advisory Group, where he delivered investment advice and coordinated complex wealth management strategies for high-net worth individuals, families, and large institutions.
Jason graduated magna cum laude with a Bachelor of Business Administration from Texas Wesleyan University. He is a Chartered Financial Analyst charterholder and member of the CFA Institute and CFA Society of Dallas/Fort Worth. He is also a member of the Investment Management Consultants Association. Jason is a long-time resident of east Dallas and currently lives in Lake Highlands with his wife and two children.