Managing Director, Client Advisory Team
Royce Ramey, CFA® is responsible for the oversight and management of Tolleson’s multi-disciplinary Client Advisory Team. He works closely with the company’s wealth advisors to identify and implement strategies that meet each client’s investment, financial, tax, philanthropic, family education and wealth-transfer needs. He also serves on the firm’s Executive Committee, Investment Committee, Trust Committee and several other key oversight committees.
Prior to joining Tolleson Wealth Management, Royce provided the same 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 has been 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’s 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, serves on the Finance Committee for the Dallas Zoo, and serves on the Advisory Council for the Rawls College of Business at Texas Tech University.