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Tolleson Wealth Management

Multi-family office managing investments and trusts

Portfolio Strategy Manager

Full-Time
No salary listed
Senior
Dallas, TX, USA
In Person
Finance & BankingWealth Management & Financial Advisory

About the job

Requirements
  • Significant progress toward the Chartered Financial Analyst credential is preferred; other relevant investment industry certifications such as Chartered Institute of Management Accountants or Certified Financial Planner, along with demonstrated experience advising clients and managing investment portfolios, may also be considered.
  • Have 5-10 years of experience in an investment-related position.
  • Have experience in private wealth and non-profit portfolio management and construction.
  • Have a strong understanding of financial markets and various asset classes.
  • Have a strong understanding of private markets.
  • Have a strong understanding of the tax implications of various types of investments.
  • Consent to and receive a favorable consumer report and background check.
Responsibilities
  • Partner with the Lead Advisor and collaborate with the engagement team to provide a superior client experience.
  • Be responsible for all client investment-related matters.
  • Develop portfolio allocation strategies for client families and related entities.
  • Integrate with the Investment Team to maintain a deep understanding of Tolleson Wealth Management portfolio options and investment managers.
  • Respond to client-directed questions about investment portfolios, capital markets, and private equity investments.
  • Monitor performance relative to client goals and communicate overperformance or underperformance.
  • Draft Investment Policy Statements for private wealth and trust clients.
  • Create and submit reallocations and trades.
  • Execute individual stock and options trade strategies.
  • Manage portfolio cash levels.
  • Present investment updates in client or prospect meetings.
  • Prepare reviews of outside client portfolios and manage the transition of new clients to the Tolleson investment platform.
  • Meet all trading and cash-raise deadlines.
Desired Qualifications
  • Experience using Bloomberg, Caissia, Morningstar, eMoney, or Tamarac is a plus.
  • Experience with a goals-based approach is a plus.
  • Excellent written and verbal communication skills.
  • Being proactive and highly responsive to client inquiries.

About the company

T

Tolleson Wealth Management

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cbWebsite

Tolleson Wealth Management provides comprehensive wealth management services for a select group of high-net-worth families. It acts as a multi-family office, coordinating investment management, trustee services, philanthropy, and private banking to simplify clients’ financial lives while aligning with family values. The company works by offering an integrated suite of services under one roof, helping clients oversee investments, trusts, charitable giving, and banking through a personalized, client-centered approach. What sets Tolleson apart is its focus on tailored, holistic family-office support and a culture that emphasizes well-being for both clients and staff, rather than a one-size-fits-all product. Its goal is to reduce complexity for wealthy families, preserve and grow wealth across generations, and reflect each family’s values in its financial strategy.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Dallas, Texas

Founded

2000

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Simplify's Take

What believers are saying

  • Tolleson launched Tolleson Trust Company on February 2, 2026, expanding sticky trust revenues.
  • Pete Chilian and Lori Lindley joined from J.P. Morgan in 2026, strengthening advisor credibility.
  • CNBC reported $9.2 billion AUM on June 22, 2026, signaling continued scale.

What critics are saying

  • Tolleson’s ultra-high-net-worth niche depends on trust; one client scandal can trigger rapid asset flight.
  • The January 2026 merger into Tolleson Private Wealth Management adds integration and compliance risk.
  • JPMorgan, Goldman Sachs, and local private banks target Tolleson’s same wealthy Dallas families.

What makes Tolleson Wealth Management unique

  • Tolleson combines private banking, trust, and advisory under one Dallas family-office platform.
  • CNBC listed Tolleson among 25 Elite Advisors on June 22, 2026.
  • Tolleson ranked on Financial Advisor Magazine’s 2026 RIA list for the 14th year.

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Benefits

  • Professional Development Budget

Company News

Tolleson Wealth Management
Aug 5th, 2026
Director Lauren Williamson honored with 2026 FWA Young Professionals Award.

Director Lauren Williamson honored with 2026 FWA Young Professionals Award. August 05, 2026 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 making meaningful contributions to clients, colleagues, and the profession. Since joining Tolleson in 2018, Lauren has built a reputation as a trusted advisor and collaborative leader. She serves as a primary advisor to families, helping clients navigate complex decisions with thoughtful guidance and a long-term perspective. In addition to her client work, Lauren has played an important role in strengthening firm processes, mentoring colleagues, and contributing to career development initiatives across the organization. She is widely respected for her technical knowledge, integrated approach, and commitment to helping both clients and teams succeed. Tolleson Wealth Management Inc is proud to celebrate this well-deserved achievement. Congratulations, Lauren! Award Disclosures: Award winners were announced in July 2026 and had to be under the age of 40 as of January 1, 2026, and employed at an SFO, MFO, or established multifamily wealth practice. Nominees were judged based on an application and letter of support that demonstrated success in their careers and contributions to the industry. Recipients were selected by a panel of independent judges based on client service, firm impact, leadership, professional achievement, and personal character. A total of 20 honorees were named by Family Wealth Alliance to the 2026 class. Tolleson did not pay to participate in this award program.

Tolleson Wealth Management
Jul 24th, 2026
Lori Lindley joins Tolleson as Managing Director.

Lori Lindley joins Tolleson as Managing Director. July 24, 2026 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 needs, working closely with families to help navigate the complexities of wealth through personalized guidance and customized family office services. Prior to joining Tolleson Wealth Management, Lori developed deep experience over her career at J.P. Morgan, where she advised family offices, business owners, affluent individuals, private equity professionals, and institutional investors. Most recently, she served as an Executive Director in the Private Bank, delivering tailored advice across investment management, lending, banking, estate planning, tax planning, and charitable giving. Earlier in her career, she worked in investment banking and commercial banking, providing capital advisory, financing solutions, and strategic guidance to a broad range of businesses and institutional clients. "Lori's experience advising families, combined with her ability to build trusted relationships, makes her a strong addition to our Client Advisory Team," said Pete Chilian, President and Chief Investment Officer of Tolleson Wealth Management. "Her perspective and commitment to serving clients will be valuable assets to both the families we serve and our team." A Dallas native, Lori earned a Bachelor of Business Administration in Finance from the McCombs School of Business at The University of Texas at Austin. She is actively involved in the community as a founding board member of Texas Wall Street Women, where she also serves as a Texas Angel, and as a board member of Capital for Kids, an organization dedicated to creating opportunities for underserved children across North Texas.

Tolleson Wealth Management
Jul 21st, 2026
Tolleson named a top RIA by Financial Advisor Magazine for 2026.

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.

Tolleson Wealth Management
Mar 5th, 2026
Josh Coury Named Senior Managing Director

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 Wealth Management
Oct 23rd, 2025
Tolleson Private Bank Earns National Recognition with ABA Foundation

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.