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Tolleson Wealth Management Employee Directory

Financial ServicesTexas, United States201-500 Employees

Tolleson Wealth Management is a private, family-run financial services firm based in Dallas, Texas, providing comprehensive wealth management and broader financial planning for individuals and families. The firm emphasizes relationships and multigenerational planning, aiming to support clients in preserving and growing wealth across generations. It seeks to address a broad spectrum of financial needs beyond traditional asset management, serving as a steward for family finances.

In 2026, Tolleson launched Tolleson Trust Company, marking a new chapter in multigenerational stewardship. That year also saw new leadership appointments, including Claire Wheatley as Director of Family Reporting and Josh Coury as Senior Managing Director on the Client Advisory Team.

Find Tolleson Wealth Management employees' phone numbers or email addresses

Tolleson Wealth Management Global Highlights

Location
Employees

North America
247

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  • United States Of America
    247

Africa
1

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  • Nigeria
    1

Asia
1

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  • India
    1

Oceania
1

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  • Australia
    1

Tolleson Wealth Management's Leadership

  • Chief Operating Officer at Tolleson Wealth Management
    A. A.
    Chief Operating Officer
    Mobile Phone
  • Chief Financial Officer at Tolleson Wealth Management
    T. K.
    Chief Financial Officer
    Mobile Phone
  • Vice President & Community Lending Officer at Tolleson Wealth Management
    D. G.
    Vice President & Community Lending Officer
    Mobile Phone
  • Founder at Tolleson Wealth Management
    C. G.
    Founder
    Mobile Phone
  • Chairman And Chief E at Tolleson Wealth Management
    C. V. H.
    Chairman And Chief E
    Mobile Phone
  • Senior Vice President, Private Banking at Tolleson Wealth Management
    J. N.
    Senior Vice President, Private Banking
    Mobile Phone
  • Director, Philanthropy Services at Tolleson Wealth Management
    D. R.
    Director, Philanthropy Services
    Mobile Phone
  • Director, Investments at Tolleson Wealth Management
    D. S.
    Director, Investments
    Mobile Phone

Tolleson Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Analytics
  • Operations
  • Banking
  • Accounting
  • Finance
  • Other
  • Engineering
  • Community & Social Services
  • Information Technology
  • Business

Contact profiles from Tolleson Wealth Management

Name
Title
Contact
Location
Last Update
  • Chief Operating Officer at Tolleson Wealth Management
    A. A.
    Chief Operating Officer
    Mobile Phone
    Aug 18, 2026
  • Chairman And Chief E at Tolleson Wealth Management
    C. V. H.
    Chairman And Chief E
    Mobile Phone
    Oct 22, 2024
  • Founder at Tolleson Wealth Management
    C. G.
    Founder
    Mobile Phone
    Oct 23, 2024
  • Chief Financial Officer at Tolleson Wealth Management
    T. K.
    Chief Financial Officer
    Mobile Phone
    Aug 17, 2026
  • Vice President & Community Lending Officer at Tolleson Wealth Management
    D. G.
    Vice President & Community Lending Officer
    Mobile Phone
    Jun 28, 2026
  • Senior Vice President, Private Banking at Tolleson Wealth Management
    J. N.
    Senior Vice President, Private Banking
    Mobile Phone
    Jun 25, 2026
  • Director, Philanthropy Services at Tolleson Wealth Management
    D. R.
    Director, Philanthropy Services
    Mobile Phone
    Oct 17, 2024
  • Director, Investments at Tolleson Wealth Management
    D. S.
    Director, Investments
    Mobile Phone
    Oct 18, 2024
  • Managing Director at Tolleson Wealth Management
    J. D.
    Managing Director
    Mobile Phone
    Dec 16, 2025
  • Tax Strategist - Manager, Client Advisory at Tolleson Wealth Management
    M. N.
    Tax Strategist - Manager, Client Advisory
    Mobile Phone
    Aug 23, 2026

Frequently Asked Questions

What is Tolleson Wealth Management known for?

Minus sign iconPlus sign iconTolleson Wealth Management was founded in 2000 and operates in the Financial Services industry. You can contact Tolleson Wealth Management's main corporate office by phone at
+1-214-252-****
. Explore Tolleson Wealth Management's company overview page for more information.

What is Tolleson Wealth Management's most common email format?

Minus sign iconPlus sign iconTolleson Wealth Management employees' email format typically follows the pattern of FLast@tollesonwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Tolleson Wealth Management email formats with LeadIQ.

How many employees does Tolleson Wealth Management have currently?

Minus sign iconPlus sign iconTolleson Wealth Management has approximately 210 employees as of August 2026. These team members are located across 4 continents, including North America, Africa and Asia.

Who are Tolleson Wealth Management's key employees and leadership?

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As of August 2026, Tolleson Wealth Management's key employees include:

  • Chief Operating Officer: A. A.
  • Chief Financial Officer: T. K.
  • Vice President & Community Lending Officer: D. G.
  • Founder: C. G.
  • Chairman And Chief E: C. V. H.

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