Chief Experience Officer
Royce Ramey, CFA, is the Chief Experience Officer at Tolleson Wealth Management. He is responsible for the strategic integration of service lines and ensuring team members have the training, technology, and support to deliver a seamless experience to clients. Additionally, he is responsible for the oversight and management of Tolleson Wealth Management’s multi-disciplinary Client Advisory Team that takes care of all things financial for clients. He also serves on the firm’s CEO Council, Investment Committee, Trust Committee, and several other key oversight committees.
Prior to joining Tolleson Wealth Management, Royce provided family office services to ultra-high net worth families at GenSpring Family Offices in the Phoenix, Arizona. Royce’s expertise lies in investment management and portfolio construction, tax planning, and wealth-transfer strategies. Royce is recognized as a national thought leader in the development of a multidisciplinary approach for the family office advisor model. He has also appeared on numerous panel discussions and provided keynote sessions on organizational development within a multi-family office.
Royce graduated summa cum laude with a Bachelor of Business Administration in Finance and a Master of Science in Finance from Texas Tech University. He is a Chartered Financial Analyst® (CFA) charterholder. Royce is a member of the CFA Institute and its Dallas-Fort Worth Society. He serves on the Board and Chair of the Investment Committee for the Perot Museum of Nature and Science and serves on Board and Finance Committee for the Dallas Zoo.