Owen Smith

Owen Smith, CFP®, serves as Chief Technology Officer at Tolleson Wealth Management. In this role, Owen’s responsibilities include strategic oversight and execution of the firm’s technology platforms and business processes. He oversees the Information Technology and Business Applications Teams, which are responsible for supporting the technology infrastructure, applications, and business processes across the organization. Owen is a member of the firm’s Executive Management Committee, IT Governance Committee, and Risk Committee.

Owen started his career as one of the first summer interns at Tolleson, returning a year later to a full-time role as an Analyst on its Client Advisory Team. He spent five years advising families and, during that time, he identified ways to improve business processes and incorporate more automation. After several process improvement projects, Owen shifted his focus from client work to advisory operational improvement projects and laid the foundation for what would become the Business Applications Team.

Owen received a Bachelor of Business Administration in Finance from the McCombs School of Business at the University of Texas and is a CERTIFIED FINANCIAL PLANNER®. Owen lives in the Lake Highlands neighborhood of Dallas with his wife and three children, enjoys DIY home improvement projects, and is an avid skier.