Royce Ramey, CFA, is a Managing Director on the Client Advisory Team. He serves as a senior advisor, primary contact, and coordinator for all private wealth management client services. Royce provides the comprehensive financial planning and oversight process for clients by identifying, implementing, and monitoring strategies that help meet each client’s investment, financial, charitable, family legacy, and wealth-transfer goals. 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 family office services to ultra-high net worth families at GenSpring Family Offices in the Phoenix, Arizona. His expertise lies in investment management and portfolio construction, tax planning, and wealth-transfer strategies. Royce specializes 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) charter holder. Royce is a member of the CFA Institute and its Dallas-Fort Worth Society. He serves on the Board, Finance and Audit Committee, and Chair of the Investment Committee for the Perot Museum of Nature and Science and serves on Board for the Dallas Zoo.