Tolleson named a top RIA by Financial Advisor Magazine for 2026. July 21, 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. Tolleson Wealth Management is also the top listed firm headquartered in Dallas, Texas, to appear on the 2026 list. Since first ranking in 2012, the firm continues to remain focused on helping families navigate the increasingly complex responsibilities that accompany significant wealth. This year's rankings arrive at a time of continued evolution across the advisory profession. Financial Advisor Magazine's report highlights an industry shaped by sustained wealth creation, growing demand for fiduciary advice, advances in technology, and a greater need for coordinated planning across investments, trusts, estate strategies, philanthropy, and family governance. The report suggests that the future of wealth management is increasingly defined by integration, supporting families as they navigate the interconnected decisions that come with significant wealth rather than addressing each in isolation. Tolleson's approach reflects that reality. As a privately owned and family-led firm, the team brings together investment management, private banking, trust, and family office services through an integrated model designed to help multigenerational families see the full picture and make decisions with greater clarity and confidence. This recognition reflects the consistency of that approach and the trust placed in the firm by the families it serves. Award Disclosures: This annual survey and ranking are performed by Financial Advisor Magazine. The ranking includes independent RIAs with assets under management exceeding $1 billion as of December 31, 2025. Tolleson Wealth Management did not pay to participate in Financial Advisor Magazine's Annual RIA Ranking and was notified of this recognition in July 2026.

Josh Coury named Senior Managing Director. March 05, 2026 Tolleson Wealth Management has appointed Josh Coury, CPA*, CFA(R), as Senior Managing Director on the Client Advisory Team, recognizing his leadership, deep advisory experience, and a longstanding commitment to serving client families. Josh is a senior advisor on Tolleson's Client Advisory Team, where he serves as a trusted partner to ultra-high-net-worth individuals and families. In this role, he acts as the primary relationship lead and strategic coordinator across all private wealth management services, overseeing the delivery of comprehensive, goals-based planning that integrates investment strategy, financial planning, charitable planning, family governance, and multigenerational wealth-transfer solutions. "This work is about trust, relationships, and helping families navigate important decisions with confidence," he commented. "I am grateful for the opportunity to continue doing that alongside a hardworking team." Josh's perspective and leadership extend beyond his day-to-day work with client families. Most recently, he participated as a panelist at the Compass Luxury Summit, joining leaders from other luxury industries to discuss how high-touch organizations collaborate, intersect, and build enduring brands. His involvement in industry thought leadership further highlights his commitment to advancing the client experience and upholding Tolleson's values. Josh additionally plays a meaningful leadership role within the firm. He contributes to the development of advisory standards, client experience initiatives, and long-term strategic priorities, while also mentoring and developing advisory talent across the organization. His collaborative approach helps strengthen connections across disciplines and supports Tolleson's commitment to delivering a highly integrated wealth management experience. Before joining Tolleson Wealth Management in 2013, Josh served as a Manager at Deloitte, where he led financial statement audits and internal control assessments for public companies, private enterprises, investment companies, and nonprofit organizations, with a focus on hedge funds and private equity firms. He earned a Bachelor of Science in Accounting and Finance from Creighton University and holds both the Certified Public Accountant and Chartered Financial Analyst designations. Josh's promotion was recognized as part of Tolleson's 2026 promotions celebration, honoring individuals whose leadership and dedication continue to strengthen the firm and support its long-term vision. These leadership promotions reflect Tolleson's commitment to client service and enduring stewardship. Please join Tolleson Wealth Management Inc in congratulating Josh on this well-deserved promotion and his continued leadership at Tolleson Wealth Management. *Not a CPA Firm.

Tolleson Private Bank earns national recognition with ABA Foundation. Tolleson Private Bank has recently received an honorable mention for its community work at this year's American Bankers Association (ABA) Foundation Community Commitment Awards. This program recognizes financial institutions that demonstrate a strong commitment to their communities. Tolleson Private Bank was selected specifically for its local outreach and service. "We are honored to be recognized by the ABA Foundation," said Alta Mantsch, Executive Vice President at Tolleson Private Bank. "Our team remains dedicated to providing support for our community that goes beyond a simple financial transaction. We strive to listen to the needs of our neighbors and design solutions for the resources needed to thrive." The ABA Foundation's 2025 Community Commitment Awards Program celebrates banks for their outstanding service and impact in local communities. The awards honor initiatives in categories such as affordable housing, economic development, financial education and inclusion, senior protection, military family support, and volunteerism. These programs exemplify how banks of all sizes drive positive change and set the standard for corporate social responsibility nationwide. This recognition underscores Tolleson Private Bank's ongoing commitment to its service-first culture. Award disclosures: Data submitted as of July 2025. ABA selected firms for this award based on their response to an application about the needs of the community, institution's role and involvement, program uniqueness and creativity, sustainability, results, and community partnerships. Entries were scored based on compelling narratives that illustrated impactful community outreach and provide supporting statistics - such as volunteer hours, resources, or other measurable benefits. Out of 37 banks that applied, 12 made it to the final round. Tolleson Private Bank did not pay to participate in this program. This ranking published in October 2025.