Tolleson Wealth Management
tollesonwealth.com
Actively hiring
Wealth Management & Financial Advisors
Family Offices
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People
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Overview
Tolleson Wealth Management is a multi-family office providing integrated wealth management to high net worth individuals and families. It offers investment management, financial and estate planning, tax, trust and family office services under one roof. The firm grew out of a single-family office established in 1997 for the Tolleson family, opened to outside clients in 2006, and is headquartered in Dallas, Texas.
News
Tolleson Hosts Dallas Regional Chamber Executive Women's Roundtable
Tolleson Wealth Management recently hosted the Dallas Regional Chamber's Executive Women's Roundtable with an event titled Beyond Wealth: Creating Your Exit Strategy and Protecting Your Legacy. The gathering brought together its members and community lead
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Liz Lean Promoted to Managing Director and Head of Tax Strategy
Tolleson Wealth Management is pleased to announce the promotion of Liz Lean, CPA, to Managing Director and Head of Tax Strategy. Since joining Tolleson in 2021, Liz has helped strengthen the firm's tax advisory capabilities and support clients through com
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Trump Accounts Under IRC 530A: A New Tool for Multigenerational Wealth Planning
The One Big Beautiful Bill Act introduced a new tax-advantaged savings vehicle under IRC 530A, commonly referred to as a "Trump Account." While the government's $1,000 seed contribution has generated significant attention, these accounts may also provide
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Mark Foxworth Named Chief Credit Officer of Tolleson Private Bank
Tolleson Wealth Management is pleased to announce the promotion of Mark Foxworth to Chief Credit Officer of Tolleson Private Bank. The role reflects Mark's leadership and responsibility for overseeing the bank's credit function, including underwriting, po
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Why Diversification Still Matters
Conventional wisdom suggests that diversification is the only free lunch in investing, and investors have historically been encouraged to diversify both within and across asset classes. Within an asset class, holding a broad range of securities reduces th
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Director Lauren Williamson Honored with 2026 FWA Young Professionals Award
Lauren Williamson, Director on Tolleson's Client Advisory Team, has been recognized as a recipient of the 2026 Young Professionals Award from The Family Wealth Alliance. The award recognizes emerging leaders across the family wealth industry who are makin
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Lori Lindley Joins Tolleson as Managing Director
Tolleson Wealth Management is pleased to announce that Lori Lindley has joined the firm as Managing Director on the Client Advisory Team. In this role, she serves as a senior advisor, primary point of contact, and strategist for clients' wealth management
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Tolleson Named a Top RIA by Financial Advisor Magazine for 2026
Tolleson Wealth Management has once again been named to Financial Advisor Magazine's annual ranking of Registered Investment Advisors (RIAs), marking the firm's 14th year of this recognition and a longstanding track record of industry distinction. Tolleso
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Our Latest Investment Update: Q2 2026
As we reflect on market performance in the first half of the year, President and Chief Investment Officer Pete Chilian notes that "separating short-term market noise from long-term economic fundamentals" remains central to how we view the broader environm
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Owen Smith Named Chief Operating Officer
Owen Smith has been appointed Chief Operating Officer at Tolleson Wealth Management, a role he will hold alongside his current position as Chief Technology Officer. In this dual role, Owen will lead both the firm's operations and its technology. A nearly
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Tech stack
Technologies named in job postings at Tolleson Wealth Management over the last 12 months, by layer, with the share of postings for each.
Technologies in use
5
Postings analysed
5
Stack modernity
68/100
Cloud & platforms
Windows
Copilot Studio
Developer tools
Microsoft Excel
Copilot
Practices & domains
AI Agents
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People
Tracie Klein
Executive Officer
Andrea Hulcy
Executive Officer
J. Tolleson Jr.
Executive Officer, Director
Richard Joyner
Executive Officer, Director
Eric Bennett
Director
John Tolleson
Director
Richard Stone
Director
Debbie Tolleson
Director
Rick Lafitte
Director
Pamela Patsley
Director
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data
Growth
Hiring Momentum
56/100
Growing
Open positions
7
3 opened / 3 closed in 30 days
Median time-to-fill
43 days
faster than 30% of the market
ATS activity
Every ~4 hours
Today
Hiring Dynamics
0%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Finance
44% ▼
Administrative
11% ▲
Analytics
11% ▲
Sales
11% ▼
Customer Success
11% ▲
Early Careers
11% ▲
Activity Timeline
Added Salesforce to stack
Sep 2026
Added Microsoft Office to stack
Sep 2026
Added Windows to stack
Sep 2026
Offices
Where the company hires and what each office is for
Cities
3
Hiring now
1
Countries
1
Busiest office
Dallas
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Headquarters
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Office with open vacancies
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Dallas
United States
HQ
Tolleson Private Wealth Management
8 open roles 9 posted in 90 days 25% engineering 50-200 est. staff
hires for Finance, Analytics, Administrative
Park
United States
Regional office
Tolleson Wealth Management, University Park
5500 Preston Road, Suite 250, Dallas, Texas 75205
Texas
United States
Regional office
8111 Douglas Avenue, Suite 1000
5500 Preston Road, Suite 250, Dallas, Texas 75205
Jobs
≈ $53k – $102k per year (Estimated) • In office • 1+ year exp • Dallas
Windows
Analytics
Microsoft Excel
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≈ $67k – $128k per year (Estimated) • In office • 3+ years exp • Bachelor's Degree • Dallas
Copilot
AI Agents
Copilot Studio
Management
Power Automate
Apply
Financials
Total raised
$5M
Latest round
Debt Financing
Funding rounds
1
Funding rounds
| Round | Announced | Amount | |
|---|---|---|---|
| Debt Financing | 2021 | $5M | Details |