TOLLESON PRIVATE WEALTH MANAGEMENT of DALLAS, TX is an SEC-registered investment adviser (CRD 111838). Regulatory assets under management: $9.3B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities, Investment cos, Other.
Showing 25 of 63 people.
| Name | Role | Location |
|---|---|---|
| John Carter Tolleson | EXECUTIVE CHAIRMAN; TRUSTEE | Dallas, TX |
| Gregory Scott Hall | SENIOR MANAGING DIRECTOR | — |
| Michael R Held | MANAGING DIRECTOR | — |
| John Carter Tolleson Jr. | CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| Andrea Christine Hulcy | CHIEF FINANCIAL OFFICER | — |
| Debra June Tolleson | TRUSTEE | — |
| Jeffrey Kerr Dunn | MANAGING DIRECTOR | — |
| Joshua James Coury | MANAGING DIRECTOR; SENIOR MANAGING DIRECTOR | — |
| Owen Andrew Smith | CHIEF OPERATING OFFICER & CHIEF TECHNOLOGY OFFICER; CHIEF TECHNOLOGY OFFICER; DEPTY CHIEF TECHNOLOGY OFFICER | — |
| Timothy Michael Stobaugh | MANAGING DIRECTOR | — |
| Amy Michelle Armstrong | CHIEF OPERATIONS OFFICER; MANAGING DIRECTOR | — |
| Aleta Antwanette Stampley | MANAGING DIRECTOR | — |
| Courtney Paige Pregler | CHIEF COMPLIANCE OFFICER | Dallas, TX |
| Peter C Chilian | PRESIDENT, TOLLESON WEALTH MANAGEMENT & CHIEF INVESTMENT OFFICER | — |
| Peter Roberts Baldwin | MANAGING DIRECTOR | — |
| Michael Reigle Wagner | CHIEF STRATEGIST & MANAGING DIRECTOR OF FIXED INCOME; MANAGING DIRECTOR | — |
| Jennifer Wagoner Kirksey | DEPTY CHIEF OPERATIONS OFFICER | — |
| Brittyn Russell Brender | MANAGING DIRECTOR | — |
| Tracie Hill Klein | CHIEF COMPLIANCE OFFICER & CHIEF ADMINISTRATIVE OFFICER | — |
| John Michael Scheibe | CHIEF OPERATING OFFICER | — |
| Eric Wayne Bennett | CHIEF INVESTMENT OFFICER | — |
| Susan Wells Jenevein | MANAGING DIRECTOR | — |
| HALL DAVID SCOTT | CLIENT SERVICE DIRECTOR; MANAGING DIRECTOR; SENIOR MANAGING DIRECTOR | — |
| THOMPSON ROBERT LEWIS | MANAGING DIRECTOR | — |
| SMITH CLARENCE ANDREW | DEPTY CHIEF TECHNOLOGY OFFICER | — |