Jennifer Wagoner Kirksey
Managing Director, Wealth Operations
Jennifer Wagoner Kirksey serves as Managing Director of Wealth Operations at Tolleson Wealth Management. She leads a team that facilitates client reporting, investment partnership activity and custody relationships. She also oversees client bill pay, bookkeeping and cash flow statement preparation. She serves as the Co-Chair for the Tolleson Wealth Management’s IT Governance Committee and is a member of the firm’s Risk Committee and SEC Compliance Committee.
Jennifer joined the firm in 2003 as a Performance Reporting analyst. She was promoted four times within the firm from an Investment Analyst to her current role as Managing Director. She is also the firm’s first employee to grow her career from entry level to Managing Director. In these roles, she assisted in the execution of the firm’s investment research process and took on managerial responsibilities for the department before she was appointed to her current Director of Wealth Operations role.
Jennifer received a Bachelor of Business Administration in Finance from Southern Methodist University and is currently a member of the Junior League of Dallas.