Chief Financial Officer
Tracie Klein, CPA*, serves as Chief Financial Officer for Tolleson Wealth Management. Her responsibilities include oversight of the finance and accounting functions for the consolidated group, including Tolleson Private Bank. Tracie also serves as the SEC Chief Compliance Officer and is Chairman of the firm’s Risk Committee.
Before joining Tolleson Wealth Management, Tracie was First Vice President with Bank One serving in various accounting and finance roles for more than ten years. Most recently, Tracie managed the asset backed securitization function which represented more than $35 billion of outstanding securities in credit cards, automobiles and home equity loans. Prior to Bank One’s acquisition of First USA, Tracie served as controller for First USA and had responsibility for SEC filings and annual report preparation. Additionally, Tracie was a Senior Manager with Ernst & Young, where she served audit clients primarily in the financial services and real estate industries for more than 13 years.
Tracie graduated from the University of Texas with a degree in accounting. Tracie is a Certified Public Accountant* and a member of the American Institute of Certified Public Accountants.
*This firm is not a CPA firm.