Tolleson Wealth Management
tollesonwealth.com
Actively hiring
Wealth Management & Financial Advisors
Family Offices
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Overview
News
Technologies
Salaries
Products
People
Growth
Offices
Jobs
Financials
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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Report
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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Report
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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Report
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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Report
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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Technologies
AI/ML
Copilot
AI Agents
Copilot Studio
Windows
Other
Microsoft Excel
Outlook
Microsoft Office
Power Automate
Stack modernity
66/100
How modern this stack is, based on technology relevance, AI adoption and the share of legacy tools.
In-demand technologies
Microsoft Excel
2 jobs
Required
Copilot
2 jobs
Required
Outlook
2 jobs
Required
Microsoft Office
2 jobs
Required
Windows
1 job
Required
AI Agents
1 job
Required
Power Automate
1 job
Required
Copilot Studio
1 job
Required
Salary medians are calculated from this company's open jobs and compared with the market.
Industry adoption
Microsoft Office
9%
Outlook
7%
Microsoft Excel
7%
AI Agents
6%
Copilot
5%
Windows
5%
Share of companies in the same industry that use each technology.
Stack changes
Microsoft Office
Sep 2026
Windows
Sep 2026
Power Automate
Sep 2026
Copilot Studio
Sep 2026
AI Agents
Sep 2026
Outlook
Sep 2026
Copilot
Sep 2026
Microsoft Excel
Sep 2026
Technologies recently added to or removed from this company's stack - a signal of tech migrations and new initiatives.
Optimiza
Takeda Pharmaceutical
Micron Technology
Euroclear
Clifford Chance
RSM US
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
Growth
Hiring Momentum
64/100
Growing
Open positions
8
1 opened / 0 closed in 30 days
ATS activity
Every ~4 hours
Today
Hiring Dynamics
+100%
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
57% ▼
Administrative
14% ▲
Sales
14% ▲
Early Careers
14% ▲
Activity Timeline
Added Microsoft Office to stack
Sep 2026
Added Windows to stack
Sep 2026
Added Power Automate to stack
Sep 2026
Added Copilot Studio to stack
Sep 2026
Added AI Agents to stack
Sep 2026
Added Outlook to stack
Sep 2026
Added Copilot to stack
Sep 2026
Added Microsoft Excel 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
Builds here
Office with open vacancies
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Dallas
United States
HQ
Tolleson Private Wealth Management
9 open roles 7 posted in 90 days 11% engineering 50-200 est. staff
hires for Finance, Administrative, Analytics
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
≈ $68k – $133k 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 |