| Date | Description |
|---|
| 2025-04-10 |
delete managingdirector Brittyn Russell Brender |
| 2025-04-10 |
delete managingdirector Michael Wagner |
| 2025-04-10 |
delete person Brittyn Russell Brender |
| 2025-04-10 |
delete person Michael Wagner |
| 2025-03-10 |
delete chiefinvestmentofficer Eric W. Bennett |
| 2025-03-10 |
delete coo John Scheibe |
| 2025-03-10 |
delete cto John Scheibe |
| 2025-03-10 |
delete otherexecutives Jennifer Wagoner Kirksey |
| 2025-03-10 |
delete otherexecutives Peter Baldwin |
| 2025-03-10 |
insert cco Shannon Allcon |
| 2025-03-10 |
insert chiefinvestmentofficer Pete Chilian |
| 2025-03-10 |
insert coo Amy Armstrong |
| 2025-03-10 |
insert cto Owen Smith |
| 2025-03-10 |
insert managingdirector Peter Baldwin |
| 2025-03-10 |
insert otherexecutives Haris Kopic |
| 2025-03-10 |
insert president Pete Chilian |
| 2025-03-10 |
delete career_pages_linkeddomain iphiview.com |
| 2025-03-10 |
delete contact_pages_linkeddomain iphiview.com |
| 2025-03-10 |
delete index_pages_linkeddomain iphiview.com |
| 2025-03-10 |
delete management_pages_linkeddomain iphiview.com |
| 2025-03-10 |
delete person Jennifer Wagoner Kirksey |
| 2025-03-10 |
delete person John Scheibe |
| 2025-03-10 |
delete service_pages_linkeddomain iphiview.com |
| 2025-03-10 |
delete terms_pages_linkeddomain iphiview.com |
| 2025-03-10 |
insert career_pages_linkeddomain tollesondaf.org |
| 2025-03-10 |
insert contact_pages_linkeddomain tollesondaf.org |
| 2025-03-10 |
insert index_pages_linkeddomain tollesondaf.org |
| 2025-03-10 |
insert management_pages_linkeddomain tollesondaf.org |
| 2025-03-10 |
insert person Haris Kopic |
| 2025-03-10 |
insert person Shannon Allcon |
| 2025-03-10 |
insert service_pages_linkeddomain tollesondaf.org |
| 2025-03-10 |
insert terms_pages_linkeddomain tollesondaf.org |
| 2025-03-10 |
update person_description Amy Armstrong => Amy Armstrong |
| 2025-03-10 |
update person_description Owen Smith => Owen Smith |
| 2025-03-10 |
update person_title Amy Armstrong: Managing Director, Tax and Estate Planning; Managing Director, Tax and Estate Planning Client Advisory Team => Chief Operating Officer |
| 2025-03-10 |
update person_title Eric W. Bennett: Member of the Board of Directors; Chief Investment Officer => Member of the Board of Directors |
| 2025-03-10 |
update person_title Owen Smith: Deputy Chief Technology Officer => Chief Technology Officer |
| 2025-03-10 |
update person_title Pete Chilian: Member of the Board of Directors => Member of the Board of Directors; President; Chief Investment Officer |
| 2025-03-10 |
update person_title Peter Baldwin: Director Investments; Director => Managing Director Investments; Managing Director |
| 2025-01-05 |
insert chro Meredith Walker |
| 2025-01-05 |
insert otherexecutives Josh Hodges |
| 2025-01-05 |
insert otherexecutives Kolby Sneathern |
| 2025-01-05 |
insert otherexecutives Mack LeBlanc |
| 2025-01-05 |
insert otherexecutives Pallavi Srivastava |
| 2025-01-05 |
insert person Courtney Pregler |
| 2025-01-05 |
insert person Josh Hodges |
| 2025-01-05 |
insert person Kolby Sneathern |
| 2025-01-05 |
insert person Mack LeBlanc |
| 2025-01-05 |
insert person Meredith Walker |
| 2025-01-05 |
insert person Pallavi Srivastava |
| 2024-11-03 |
delete managingdirector Susan Wells Jenevein |
| 2024-11-03 |
delete otherexecutives Dary Stone |
| 2024-11-03 |
delete otherexecutives Gene Bishop |
| 2024-11-03 |
insert otherexecutives Jon Wolkenstein |
| 2024-11-03 |
insert otherexecutives Pete Chilian |
| 2024-11-03 |
delete person Dary Stone |
| 2024-11-03 |
delete person Gene Bishop |
| 2024-11-03 |
delete person Susan Wells Jenevein |
| 2024-11-03 |
insert person Jon Wolkenstein |
| 2024-11-03 |
insert person Pete Chilian |
| 2024-10-03 |
update person_title Christine M. Finn: Chief Fiduciary Officer Private Trust; Chief Fiduciary Officer / Private Trust => Chief Fiduciary Officer / General Counsel; Chief Fiduciary Officer General Counsel |
| 2024-08-01 |
insert person Owen Smith |
| 2024-08-01 |
update person_description Susan Jenevein => Susan Wells Jenevein |
| 2024-08-01 |
update person_title Shiv Patel: Director Client Advisory Team; Director => Director Client Advisory Team / Investment Management; Director |
| 2024-08-01 |
update person_title Susan Wells Jenevein: Managing Director; Managing Director of Philanthropy and Family Engagement => Managing Director Family Engagement & Philanthropy; Managing Director |
| 2024-08-01 |
update person_title Tim Stobaugh: Portfolio Strategist; Portfolio Strategist Client Advisory Team / Investment Management => Managing Director and Portfolio Strategist; Managing Director and Portfolio Strategist Client Advisory Team |
| 2024-07-01 |
delete otherexecutives Austin Reynolds |
| 2024-07-01 |
insert managingdirector Aleta Stampley |
| 2024-07-01 |
insert otherexecutives Amy Barton |
| 2024-07-01 |
insert otherexecutives Brandon Turner |
| 2024-07-01 |
insert otherexecutives CJ Camerato |
| 2024-07-01 |
insert otherexecutives Hugh Seligman |
| 2024-07-01 |
insert otherexecutives Kyle Manley |
| 2024-07-01 |
insert otherexecutives Lauren Williamson |
| 2024-07-01 |
insert otherexecutives Marianna Fife |
| 2024-07-01 |
insert otherexecutives Peter Eyestone |
| 2024-07-01 |
insert otherexecutives Shiv Patel |
| 2024-07-01 |
delete person Austin Reynolds |
| 2024-07-01 |
insert person Amy Barton |
| 2024-07-01 |
insert person Andrew Puryear |
| 2024-07-01 |
insert person Aurora Frohock |
| 2024-07-01 |
insert person Brandon Turner |
| 2024-07-01 |
insert person Brent Young |
| 2024-07-01 |
insert person CJ Camerato |
| 2024-07-01 |
insert person Hugh Seligman |
| 2024-07-01 |
insert person Kayleen Douglas |
| 2024-07-01 |
insert person Kyle Manley |
| 2024-07-01 |
insert person Lauren Williamson |
| 2024-07-01 |
insert person Marianna Fife |
| 2024-07-01 |
insert person Peter Eyestone |
| 2024-07-01 |
insert person Shiv Patel |
| 2024-07-01 |
insert person Tim Stobaugh |
| 2024-07-01 |
update person_description Aleta Stampley => Aleta Stampley |
| 2024-07-01 |
update person_title Aleta Stampley: Vice President and Community Development Officer Tolleson Private Bank; Member of the Dallas; Vice President and Community Development Officer / Tolleson Private Bank; Vice President, Community Development Officer for Tolleson Private Bank => Member of the Dallas; Managing Director of Philanthropy; Managing Director |
| 2024-07-01 |
update person_title Michael Held: Managing Director Client Advisory Team / Investment Management; Managing Director => Managing Director Client Advisory Team; Managing Director |
| 2024-03-23 |
delete evp Andrea Hulcy |
| 2024-03-23 |
delete managingdirector Dotti Reeder |
| 2024-03-23 |
delete managingdirector Greg Hall |
| 2024-03-23 |
delete managingdirector Justin Thompson |
| 2024-03-23 |
delete managingdirector Micahl Wester |
| 2024-03-23 |
delete managingdirector Rachael Reese |
| 2024-03-23 |
delete otherexecutives J. Richard Joyner |
| 2024-03-23 |
insert ceo Greg Hall |
| 2024-03-23 |
insert managingdirector Brittyn Russell Brender |
| 2024-03-23 |
insert managingdirector Michael Wagner |
| 2024-03-23 |
insert otherexecutives Austin Reynolds |
| 2024-03-23 |
insert otherexecutives Christopher Stout |
| 2024-03-23 |
insert otherexecutives Peter Baldwin |
| 2024-03-23 |
insert president J. Carter Tolleson |
| 2024-03-23 |
delete index_pages_linkeddomain spotify.com |
| 2024-03-23 |
delete person Dotti Reeder |
| 2024-03-23 |
delete person J. Richard Joyner |
| 2024-03-23 |
delete person Justin Thompson |
| 2024-03-23 |
delete person Micahl Wester |
| 2024-03-23 |
delete person Rachael Reese |
| 2024-03-23 |
insert address 8111 Douglas Avenue, Suite 100
Dallas, Texas 75225 |
| 2024-03-23 |
insert person Aleta Stampley |
| 2024-03-23 |
insert person Amy Armstrong |
| 2024-03-23 |
insert person Austin Reynolds |
| 2024-03-23 |
insert person Brittyn Russell Brender |
| 2024-03-23 |
insert person Christopher Stout |
| 2024-03-23 |
insert person Jennifer Normile |
| 2024-03-23 |
insert person Michael Wagner |
| 2024-03-23 |
insert person Peter Baldwin |
| 2024-03-23 |
update person_description Greg Hall => Greg Hall |
| 2024-03-23 |
update person_description Tracy E. Fulton => Tracy E. Fulton |
| 2024-03-23 |
update person_title Andrea Hulcy: Executive Vice President; Chief Financial Officer => Chief Financial Officer |
| 2024-03-23 |
update person_title Greg Hall: Managing Director Client Advisory Team; Managing Director => Senior Managing Director Client Advisory Team; Senior Managing Director |
| 2024-03-23 |
update person_title J. Carter Tolleson: President and CEO of Tolleson Private Bank; Member of the Board of Directors; Chief Executive Officer => President and CEO of Tolleson Private Bank; CEO; Member of the Board of Directors; President |
| 2024-03-23 |
update person_title Michael Held: Managing Director Client Advisory Team; Managing Director => Managing Director Client Advisory Team / Investment Management; Managing Director |
| 2024-03-23 |
update person_title Tracy E. Fulton: Executive Vice President / Tolleson Private Bank; Executive Vice President Tolleson Private Bank; Executive Vice President at Tolleson Private Bank => President / Tolleson Private Bank; President of Tolleson Private Bank |
| 2023-10-14 |
delete address One Arts Plaza
1722 Routh Street, Suite 1200
Dallas, Texas 75201 |
| 2023-10-14 |
insert address 8111 Douglas Avenue, Suite 1000
Dallas, Texas 75225 |
| 2023-10-14 |
insert address Highland Park
5500 Preston Road, Suite 250
Dallas, Texas 75205
University Park |
| 2023-10-14 |
insert address Highland Park
5550 Preston Road
Dallas, Texas 75205
University Park |
| 2023-10-14 |
update person_title Eric W. Bennett: Chief Investment Officer of Investments; Chartered Financial Analyst; Member of the Board of Directors; Chief Investment Officer => Chartered Financial Analyst; Member of the Board of Directors; Chief Investment Officer |
| 2023-09-09 |
insert otherexecutives Jennifer Wagoner Kirksey |
| 2023-09-09 |
insert person Jennifer Wagoner Kirksey |
| 2023-09-09 |
update person_title Christine Finn: Managing Director of Private Trust for Tolleson Private Bank; Chief Fiduciary Officer, Trustee and Estate Settlement Services Private Trust; Chief Fiduciary Officer, Trustee and Estate Settlement Services / Private Trust => Chief Fiduciary Officer Private Trust; Chief Fiduciary Officer / Private Trust |
| 2023-07-05 |
delete managingdirector Royce Ramey |
| 2023-07-05 |
delete person Royce Ramey |
| 2023-06-02 |
update person_description Dotti Reeder => Dotti Reeder |
| 2023-04-18 |
delete person Jennifer Wagoner Kirksey |
| 2023-04-18 |
insert index_pages_linkeddomain spotify.com |
| 2023-02-14 |
delete managingdirector Michael Held |
| 2023-02-14 |
delete otherexecutives Michael Held |
| 2023-02-14 |
delete person Amy Armstrong |
| 2023-02-14 |
update person_title Christine Finn: Managing Director, Private Trust; Managing Director, Private Trust Read Bio; Managing Director of Private Trust for Tolleson Private Bank => Chief Fiduciary Officer, Private Trust Read Bio; Chief Fiduciary Officer, Private Trust |
| 2023-02-14 |
update person_title Michael Held: Member of the Board of Directors; Managing Director; Managing Director Read Bio => Managing Director, Client Advisory Team Read Bio; Managing Director, Client Advisory Team; Member of the Client Advisory Team |
| 2022-09-09 |
insert address One Arts Plaza 1722 Routh Street, Suite 1200
Dallas, TX 75201 |
| 2022-08-10 |
delete about_pages_linkeddomain cconnect.com |
| 2022-08-10 |
delete career_pages_linkeddomain cconnect.com |
| 2022-08-10 |
delete contact_pages_linkeddomain cconnect.com |
| 2022-08-10 |
delete index_pages_linkeddomain cconnect.com |
| 2022-08-10 |
delete management_pages_linkeddomain cconnect.com |
| 2022-08-10 |
delete service_pages_linkeddomain cconnect.com |
| 2022-08-10 |
delete terms_pages_linkeddomain cconnect.com |
| 2022-07-10 |
update person_description Jeff Dunn => Jeff Dunn |
| 2022-07-10 |
update person_description Josh Coury => Josh Coury |
| 2022-07-10 |
update person_description Rachael Reese => Rachael Reese |
| 2022-07-10 |
update person_title Jeff Dunn: Director, Client Advisory Team Read Bio; Member of the Board of Directors; Director, Client Advisory Team => Managing Director, Client Advisory Team Read Bio; Member of the Board of Directors; Managing Director, Client Advisory Team |
| 2022-07-10 |
update person_title Josh Coury: Director, Client Advisory Team Read Bio; Member of the Board of Directors; Director, Client Advisory Team => Managing Director, Client Advisory Team Read Bio; Member of the Board of Directors; Managing Director, Client Advisory Team |
| 2022-07-10 |
update person_title Rachael Reese: Director, Client Advisory Team Read Bio; Member of the Board of Directors; Director, Client Advisory Team => Managing Director, Client Advisory Team Read Bio; Member of the Board of Directors; Managing Director, Client Advisory Team |
| 2022-05-10 |
delete otherexecutives Dustin Eldridge |
| 2022-05-10 |
delete person Dustin Eldridge |
| 2022-04-09 |
update person_description Justin Thompson => Justin Thompson |
| 2022-04-09 |
update person_title Justin Thompson: Director, Client Advisory Team Read Bio; Member of the Board of Directors; Director, Client Advisory Team => Managing Director, Client Advisory Team Read Bio; Member of the Board of Directors; Managing Director, Client Advisory Team |
| 2022-04-09 |
update person_title Micahl Wester: Director, Client Advisory Team Read Bio; Member of the Board of Directors => Managing Director, Client Advisory Team Read Bio; Member of the Board of Directors |
| 2022-03-09 |
insert otherexecutives Jennifer Normile |
| 2022-03-09 |
delete about_pages_linkeddomain netxinvestor.com |
| 2022-03-09 |
delete career_pages_linkeddomain netxinvestor.com |
| 2022-03-09 |
delete contact_pages_linkeddomain netxinvestor.com |
| 2022-03-09 |
delete index_pages_linkeddomain netxinvestor.com |
| 2022-03-09 |
delete management_pages_linkeddomain netxinvestor.com |
| 2022-03-09 |
delete person Sarah Wiewel |
| 2022-03-09 |
delete service_pages_linkeddomain netxinvestor.com |
| 2022-03-09 |
delete terms_pages_linkeddomain netxinvestor.com |
| 2022-03-09 |
insert about_pages_linkeddomain pershing.com |
| 2022-03-09 |
insert career_pages_linkeddomain pershing.com |
| 2022-03-09 |
insert contact_pages_linkeddomain pershing.com |
| 2022-03-09 |
insert index_pages_linkeddomain pershing.com |
| 2022-03-09 |
insert management_pages_linkeddomain pershing.com |
| 2022-03-09 |
insert person Jennifer Normile |
| 2022-03-09 |
insert service_pages_linkeddomain pershing.com |
| 2022-03-09 |
insert terms_pages_linkeddomain pershing.com |
| 2022-03-09 |
update person_title Susan Jenevein: Director, Philanthropy & Family Engagement Read Bio => Managing Director, Philanthropy & Family Engagement Read Bio |
| 2021-12-07 |
insert otherexecutives Brent Young |
| 2021-12-07 |
delete person Elizabeth Grahsl |
| 2021-12-07 |
insert person Brent Young |
| 2021-08-09 |
delete person Rick Lafitte |
| 2021-08-09 |
insert person Kyle Manley |
| 2021-08-09 |
insert person Peter Eyestone |
| 2021-07-09 |
insert about_pages_linkeddomain tegan.io |
| 2021-07-09 |
insert career_pages_linkeddomain tegan.io |
| 2021-07-09 |
insert contact_pages_linkeddomain tegan.io |
| 2021-07-09 |
insert index_pages_linkeddomain tegan.io |
| 2021-07-09 |
insert management_pages_linkeddomain tegan.io |
| 2021-07-09 |
insert service_pages_linkeddomain tegan.io |
| 2021-07-09 |
insert terms_pages_linkeddomain tegan.io |
| 2021-06-08 |
insert person Andrew Puryear |
| 2021-04-14 |
delete otherexecutives Susan Jenevein |
| 2021-04-14 |
delete phone 214-624-6193 |
| 2021-04-14 |
delete phone 214-624-6894 |
| 2021-04-14 |
insert person CJ Camerato |
| 2021-04-14 |
insert person Christopher Stout |
| 2021-04-14 |
update person_title Susan Jenevein: Director, Philanthropy; Director of Philanthropy; Member of the Specialty Team; Director, Philanthropy Read Bio => Director, Philanthropy & Family Engagement Read Bio; Member of the Specialty Team |
| 2021-02-19 |
delete otherexecutives Andrea Hulcy |
| 2021-02-19 |
delete otherexecutives Michael Wagner |
| 2021-02-19 |
insert cfo Andrea Hulcy |
| 2021-02-19 |
insert managingdirector Michael Wagner |
| 2021-02-19 |
delete person Courtney Allen |
| 2021-02-19 |
delete person Ryan Wilson |
| 2021-02-19 |
insert phone 214-624-6193 |
| 2021-02-19 |
insert phone 214-624-6894 |
| 2021-02-19 |
update person_title Andrea Hulcy: Vice President, Finance; Interim Chief Financial Officer => Chief Financial Officer Read Bio; Member of the Specialty Team; Chief Financial Officer |
| 2021-02-19 |
update person_title Christine Finn: Senior Vice President and Director of Private Trust for Tolleson Private Bank => Managing Director, Private Trust; Managing Director, Private Trust Read Bio; Member of the Specialty Team; Managing Director of Private Trust for Tolleson Private Bank |
| 2021-02-19 |
update person_title Michael Wagner: Director, Fixed Income Read Bio; Director, Fixed Income; Director => Managing Director, Fixed Income Read Bio; Managing Director, Fixed Income; Managing Director |
| 2020-10-01 |
delete cfo Tracie Klein |
| 2020-10-01 |
insert managingdirector Michael Held |
| 2020-10-01 |
insert otherexecutives Andrea Hulcy |
| 2020-10-01 |
insert otherexecutives Royce Ramey |
| 2020-10-01 |
insert otherexecutives Tracie Klein |
| 2020-10-01 |
insert person Andrea Hulcy |
| 2020-10-01 |
insert person Michael Held |
| 2020-10-01 |
update person_description Pamela Patsley => Pamela Patsley |
| 2020-10-01 |
update person_description Royce Ramey => Royce Ramey |
| 2020-10-01 |
update person_title Pamela Patsley: CEO of MoneyGram International Executive Chairman of MoneyGram 's Board of Directors and Chairman of Tolleson Wealth Management Compensation Committee => null |
| 2020-10-01 |
update person_title Rick Lafitte: President, Private Banking Read Bio; President, Private Banking => President, Tolleson Private Bank Read Bio; President of Tolleson Private Bank |
| 2020-10-01 |
update person_title Royce Ramey: Managing Director, Client Advisory Team Read Bio; Managing Director, Client Advisory Team; Member of the Client Advisory Team => Chief Experience Officer Read Bio; Member of the Client Advisory Team; Chief Experience Officer |
| 2020-10-01 |
update person_title Tracie Klein: Certified Public Accountant; Chief Financial Officer Read Bio; Member of the Specialty Team; Chief Financial Officer => Chief Administrative Officer; Certified Public Accountant; Chief Compliance Officer |
| 2020-10-01 |
update website_status InternalTimeout => OK |
| 2019-10-04 |
update website_status OK => InternalTimeout |
| 2019-07-05 |
update person_title Gene Bishop: Retired Bank Executive and Advisory Director => Retired Bank Executive and Advisory Director of Tolleson Wealth Management ( Deceased ) |
| 2019-05-03 |
delete career_pages_linkeddomain taleo.net |
| 2019-04-02 |
insert person Rick Lafitte |
| 2019-01-18 |
update website_status FailedRobotsLimitReached => OK |
| 2019-01-18 |
insert otherexecutives Susan Jenevein |
| 2019-01-18 |
insert index_pages_linkeddomain bdreporting.com |
| 2019-01-18 |
insert person Christine Finn |
| 2019-01-18 |
insert person Elizabeth Grahsl |
| 2019-01-18 |
insert person Jennifer Wagoner Kirksey |
| 2019-01-18 |
insert person Susan Jenevein |
| 2018-11-15 |
update website_status FailedRobots => FailedRobotsLimitReached |
| 2018-09-01 |
update website_status OK => FailedRobots |
| 2018-06-13 |
delete source_ip 146.148.38.157 |
| 2018-06-13 |
insert source_ip 35.232.46.155 |
| 2018-04-19 |
delete otherexecutives Brittyn Russell-Brender |
| 2018-04-19 |
delete otherexecutives Todd Clendening |
| 2018-04-19 |
delete person Brittyn Russell-Brender |
| 2018-04-19 |
delete person Todd Clendening |
| 2018-03-13 |
delete about_pages_linkeddomain account3000.com |
| 2018-03-13 |
delete career_pages_linkeddomain account3000.com |
| 2018-03-13 |
delete casestudy_pages_linkeddomain account3000.com |
| 2018-03-13 |
delete contact_pages_linkeddomain account3000.com |
| 2018-03-13 |
delete index_pages_linkeddomain account3000.com |
| 2018-03-13 |
delete management_pages_linkeddomain account3000.com |
| 2018-03-13 |
delete service_pages_linkeddomain account3000.com |
| 2018-03-13 |
delete terms_pages_linkeddomain account3000.com |
| 2018-03-13 |
insert about_pages_linkeddomain cconnect.com |
| 2018-03-13 |
insert career_pages_linkeddomain cconnect.com |
| 2018-03-13 |
insert casestudy_pages_linkeddomain cconnect.com |
| 2018-03-13 |
insert contact_pages_linkeddomain cconnect.com |
| 2018-03-13 |
insert index_pages_linkeddomain cconnect.com |
| 2018-03-13 |
insert management_pages_linkeddomain cconnect.com |
| 2018-03-13 |
insert service_pages_linkeddomain cconnect.com |
| 2018-03-13 |
insert terms_pages_linkeddomain cconnect.com |
| 2018-01-29 |
update person_description Eric W. Bennett => Eric W. Bennett |
| 2017-12-21 |
insert chiefinvestmentofficer Eric W. Bennett |
| 2017-12-21 |
update person_description Eric W. Bennett => Eric W. Bennett |
| 2017-12-21 |
update person_title Eric W. Bennett: Chartered Financial Analyst; Cofounder; Member of the Leadership - Board of Directors; Managing Director at Satori Capital / Chairman of Brain Performance Institute at the Center for BrainHealth / Special Advisor; Member of the Board of Directors; Certified Public Accountant => Co - Founder; Chartered Financial Analyst; Member of the Leadership - Board of Directors; Member of the Board of Directors; Certified Public Accountant; Chief Investment Officer |
| 2017-10-25 |
update person_title John C. Tolleson: Member of the Leadership - Board of Directors; Member of the Executive Committee; Member of the Board of Directors; Executive Chairman of the Board; Member of the Leadership - Executive Committee => Member of the Leadership - Board of Directors; Member of the Executive Committee; Member of the Board of Directors; Executive Chairman; Member of the Leadership - Executive Committee |
| 2017-07-06 |
delete chiefinvestmentofficer Philip Durst |
| 2017-07-06 |
delete otherexecutives Philip Durst |
| 2017-07-06 |
delete person Philip Durst |
| 2017-05-20 |
delete ceo John C. Tolleson |
| 2017-05-20 |
delete president J. Carter Tolleson |
| 2017-05-20 |
insert ceo J. Carter Tolleson |
| 2017-05-20 |
update person_title J. Carter Tolleson: President and CEO of Tolleson Private Bank; Member of the Leadership - Board of Directors; Member of the Executive Committee; Member of the Board of Directors; Member of the Leadership - Executive Committee; President => President and CEO of Tolleson Private Bank; Member of the Leadership - Board of Directors; Member of the Executive Committee; Member of the Board of Directors; Member of the Leadership - Executive Committee; CEO |
| 2017-05-20 |
update person_title John C. Tolleson: Chairman; Member of the Leadership - Board of Directors; Member of the Executive Committee; Member of the Board of Directors; Member of the Leadership - Executive Committee; CEO => Member of the Leadership - Board of Directors; Member of the Executive Committee; Member of the Board of Directors; Executive Chairman of the Board; Member of the Leadership - Executive Committee |
| 2017-05-20 |
update person_title Steve Westerheide: Member of the Executive Committee; Exectuive Vice President, Bank Operations and Compliance; Executive Vice President; Member of the Leadership - Executive Committee => Member of the Executive Committee; Executive Vice President, Bank Operations and Compliance; Executive Vice President; Member of the Leadership - Executive Committee |
| 2017-03-20 |
insert contact_pages_linkeddomain linkedin.com |
| 2017-03-20 |
update person_title Tracy Fulton: Member of the Executive Committee; Senior Vice President of Tolleson Private Bank; Senior Vice President, Tolleson Private Bank / Director, Family Education; Member of the Leadership - Executive Committee => Member of the Executive Committee; Member of the Leadership - Executive Committee; Executive Vice President of Tolleson Private Bank; Executive Vice President, Tolleson Private Bank / Director, Family Education |
| 2017-01-09 |
delete otherexecutives Brandon Kershaw |
| 2017-01-09 |
insert otherexecutives Lorea Seidel |
| 2017-01-09 |
delete person Brandon Kershaw |
| 2017-01-09 |
insert person Lorea Seidel |
| 2017-01-09 |
update person_title Amy Armstrong: Tax Director; Member of the Executive Committee; Member of the Leadership - Executive Committee => Member of the Executive Committee; Member of the Leadership - Executive Committee; Managing Director, Tax |
| 2016-12-07 |
delete otherexecutives Mark Walsh |
| 2016-12-07 |
delete person Mark Walsh |
| 2016-12-07 |
delete source_ip 45.33.118.96 |
| 2016-12-07 |
insert about_pages_linkeddomain netxinvestor.com |
| 2016-12-07 |
insert career_pages_linkeddomain netxinvestor.com |
| 2016-12-07 |
insert casestudy_pages_linkeddomain netxinvestor.com |
| 2016-12-07 |
insert contact_pages_linkeddomain netxinvestor.com |
| 2016-12-07 |
insert index_pages_linkeddomain netxinvestor.com |
| 2016-12-07 |
insert management_pages_linkeddomain netxinvestor.com |
| 2016-12-07 |
insert service_pages_linkeddomain netxinvestor.com |
| 2016-12-07 |
insert source_ip 146.148.38.157 |
| 2016-12-07 |
insert terms_pages_linkeddomain netxinvestor.com |
| 2016-08-21 |
update person_description Royce Ramey => Royce Ramey |
| 2016-06-21 |
delete otherexecutives Katie Botik |
| 2016-06-21 |
delete person Katie Botik |
| 2016-06-21 |
update person_title Eric W. Bennett: Chartered Financial Analyst; Cofounder; Executive Director of the Brain Performance Institute at the Center for BrainHealth / Special Advisor; Member of the Leadership - Board of Directors; Member of the Board of Directors; Certified Public Accountant => Executive Director of the Brain Performance Institute; Chartered Financial Analyst; Cofounder; Member of the Leadership - Board of Directors; Managing Director at Satori Capital / Chairman of Brain Performance Institute at the Center for BrainHealth / Special Advisor; Member of the Board of Directors; Certified Public Accountant |
| 2016-02-21 |
insert otherexecutives Jeff Strese |
| 2016-02-21 |
insert person Jeff Strese |
| 2016-01-24 |
delete managingdirector Kal Grant |
| 2016-01-24 |
insert about_pages_linkeddomain iphiview.com |
| 2016-01-24 |
insert career_pages_linkeddomain iphiview.com |
| 2016-01-24 |
insert casestudy_pages_linkeddomain iphiview.com |
| 2016-01-24 |
insert contact_pages_linkeddomain iphiview.com |
| 2016-01-24 |
insert index_pages_linkeddomain iphiview.com |
| 2016-01-24 |
insert management_pages_linkeddomain iphiview.com |
| 2016-01-24 |
insert service_pages_linkeddomain iphiview.com |
| 2016-01-24 |
insert terms_pages_linkeddomain iphiview.com |
| 2016-01-24 |
update person_description Kal Grant => Kal Grant |
| 2016-01-24 |
update person_title Kal Grant: Managing Director, Client Advisory Team; Member of the Executive Committee; Managing Director; Member of the Leadership - Executive Committee => Member of the Executive Committee; Managing Director, Philanthropy Services; Member of the Leadership - Executive Committee |
| 2015-08-27 |
update person_title Royce Ramey: Managing Director, Client Advisory Team; Member of the Executive Committee; Director, Client Advisory Team; Member of the Leadership - Executive Committee => Managing Director, Client Advisory Team; Member of the Executive Committee; Member of the Leadership - Executive Committee |
| 2015-08-27 |
update person_title Steve Westerheide: Member of the Executive Committee; Exectuive Vice President, Bank Operations and Compliance; Executive Vice President; Member of the Leadership - Executive Committee; Senior Vice President, Bank Operations => Member of the Executive Committee; Exectuive Vice President, Bank Operations and Compliance; Executive Vice President; Member of the Leadership - Executive Committee |
| 2015-07-30 |
delete otherexecutives David Ross |
| 2015-07-30 |
delete svp Steve Westerheide |
| 2015-07-30 |
insert evp Steve Westerheide |
| 2015-07-30 |
delete person David Ross |
| 2015-07-30 |
delete source_ip 198.58.111.183 |
| 2015-07-30 |
insert source_ip 45.33.118.96 |
| 2015-07-30 |
update person_title Royce Ramey: Member of the Executive Committee; Director, Client Advisory Team; Member of the Leadership - Executive Committee => Managing Director, Client Advisory Team; Member of the Executive Committee; Director, Client Advisory Team; Member of the Leadership - Executive Committee |
| 2015-07-30 |
update person_title Steve Westerheide: Member of the Executive Committee; Senior Vice President; Member of the Leadership - Executive Committee; Senior Vice President, Bank Operations => Member of the Executive Committee; Exectuive Vice President, Bank Operations and Compliance; Executive Vice President; Member of the Leadership - Executive Committee; Senior Vice President, Bank Operations |
| 2015-03-31 |
update person_description Tracie Klein => Tracie Klein |
| 2015-03-31 |
update person_title Brittyn Russell-Brender: Member of the Executive Committee => Senior Vice President, Director of Private Trust; Member of the Executive Committee; Member of the Leadership - Executive Committee |
| 2015-03-31 |
update person_title Michael Held: Member of the Executive Committee; Senior Wealth Advisor => Managing Director, Client Advisory Team; Member of the Executive Committee; Member of the Leadership - Executive Committee |
| 2015-01-29 |
update website_status FlippedRobots => OK |
| 2015-01-29 |
delete index_pages_linkeddomain onlineaccess1.com |
| 2015-01-29 |
delete source_ip 174.129.23.129 |
| 2015-01-29 |
delete source_ip 107.21.99.190 |
| 2015-01-29 |
delete source_ip 107.22.233.248 |
| 2015-01-29 |
delete source_ip 50.16.233.102 |
| 2015-01-29 |
insert source_ip 198.58.111.183 |
| 2015-01-23 |
update website_status OK => FlippedRobots |
| 2014-07-08 |
delete source_ip 184.73.171.204 |
| 2014-07-08 |
delete source_ip 107.21.106.77 |
| 2014-07-08 |
delete source_ip 107.22.234.17 |
| 2014-07-08 |
delete source_ip 50.16.215.146 |
| 2014-07-08 |
insert source_ip 174.129.23.129 |
| 2014-07-08 |
insert source_ip 107.21.99.190 |
| 2014-07-08 |
insert source_ip 107.22.233.248 |
| 2014-07-08 |
insert source_ip 50.16.233.102 |
| 2014-05-21 |
delete source_ip 184.73.165.65 |
| 2014-05-21 |
delete source_ip 174.129.20.208 |
| 2014-05-21 |
delete source_ip 107.21.95.3 |
| 2014-05-21 |
delete source_ip 50.16.215.41 |
| 2014-05-21 |
insert source_ip 184.73.171.204 |
| 2014-05-21 |
insert source_ip 107.21.106.77 |
| 2014-05-21 |
insert source_ip 107.22.234.17 |
| 2014-05-21 |
insert source_ip 50.16.215.146 |
| 2014-04-23 |
insert cto John Scheibe |
| 2014-04-23 |
delete source_ip 184.73.171.204 |
| 2014-04-23 |
delete source_ip 107.21.106.65 |
| 2014-04-23 |
delete source_ip 50.16.215.104 |
| 2014-04-23 |
insert person John Scheibe |
| 2014-04-23 |
insert source_ip 184.73.165.65 |
| 2014-04-23 |
insert source_ip 174.129.20.208 |
| 2014-04-23 |
insert source_ip 107.21.95.3 |
| 2014-03-24 |
delete source_ip 174.129.22.35 |
| 2014-03-24 |
delete source_ip 174.129.20.208 |
| 2014-03-24 |
delete source_ip 107.22.233.248 |
| 2014-03-24 |
delete source_ip 50.16.233.102 |
| 2014-03-24 |
insert source_ip 184.73.171.204 |
| 2014-03-24 |
insert source_ip 107.21.106.65 |
| 2014-03-24 |
insert source_ip 50.16.215.41 |
| 2014-03-24 |
insert source_ip 50.16.215.104 |
| 2014-02-17 |
delete source_ip 184.73.171.204 |
| 2014-02-17 |
delete source_ip 107.21.99.190 |
| 2014-02-17 |
delete source_ip 107.21.106.65 |
| 2014-02-17 |
delete source_ip 50.16.215.104 |
| 2014-02-17 |
insert source_ip 174.129.22.35 |
| 2014-02-17 |
insert source_ip 174.129.20.208 |
| 2014-02-17 |
insert source_ip 107.22.233.248 |
| 2014-02-17 |
insert source_ip 50.16.233.102 |
| 2014-01-20 |
delete source_ip 184.73.165.65 |
| 2014-01-20 |
delete source_ip 107.21.105.64 |
| 2014-01-20 |
delete source_ip 50.16.215.20 |
| 2014-01-20 |
delete source_ip 50.16.215.67 |
| 2014-01-20 |
insert source_ip 184.73.171.204 |
| 2014-01-20 |
insert source_ip 107.21.99.190 |
| 2014-01-20 |
insert source_ip 107.21.106.65 |
| 2014-01-20 |
insert source_ip 50.16.215.104 |
| 2013-12-22 |
delete person MURREY WANSTRATH |
| 2013-12-22 |
delete source_ip 184.73.171.204 |
| 2013-12-22 |
delete source_ip 174.129.23.118 |
| 2013-12-22 |
delete source_ip 174.129.23.70 |
| 2013-12-22 |
delete source_ip 50.16.215.41 |
| 2013-12-22 |
insert source_ip 184.73.165.65 |
| 2013-12-22 |
insert source_ip 107.21.105.64 |
| 2013-12-22 |
insert source_ip 50.16.215.20 |
| 2013-12-22 |
insert source_ip 50.16.215.67 |
| 2013-11-24 |
delete contact_pages_linkeddomain banking.state.tx.us |
| 2013-11-24 |
delete source_ip 174.129.23.129 |
| 2013-11-24 |
delete source_ip 107.21.95.3 |
| 2013-11-24 |
insert contact_pages_linkeddomain texas.gov |
| 2013-11-24 |
insert email co..@dob.texas.gov |
| 2013-11-24 |
insert source_ip 184.73.171.204 |
| 2013-11-24 |
insert source_ip 174.129.23.70 |
| 2013-10-26 |
delete source_ip 174.129.22.35 |
| 2013-10-26 |
delete source_ip 50.16.215.20 |
| 2013-10-26 |
delete source_ip 50.16.233.102 |
| 2013-10-26 |
insert source_ip 174.129.23.129 |
| 2013-10-26 |
insert source_ip 174.129.23.118 |
| 2013-10-26 |
insert source_ip 50.16.215.41 |
| 2013-09-28 |
delete source_ip 184.73.165.65 |
| 2013-09-28 |
delete source_ip 174.129.23.70 |
| 2013-09-28 |
delete source_ip 174.129.20.208 |
| 2013-09-28 |
delete source_ip 50.16.215.67 |
| 2013-09-28 |
insert source_ip 174.129.22.35 |
| 2013-09-28 |
insert source_ip 107.21.95.3 |
| 2013-09-28 |
insert source_ip 50.16.215.20 |
| 2013-09-28 |
insert source_ip 50.16.233.102 |
| 2013-08-28 |
insert chiefinvestmentofficer Philip J. Durst |
| 2013-08-28 |
delete source_ip 174.129.23.129 |
| 2013-08-28 |
delete source_ip 107.21.99.190 |
| 2013-08-28 |
delete source_ip 107.22.233.248 |
| 2013-08-28 |
delete source_ip 50.16.215.104 |
| 2013-08-28 |
insert person MURREY WANSTRATH |
| 2013-08-28 |
insert source_ip 184.73.165.65 |
| 2013-08-28 |
insert source_ip 174.129.23.70 |
| 2013-08-28 |
insert source_ip 174.129.20.208 |
| 2013-08-28 |
insert source_ip 50.16.215.67 |
| 2013-08-28 |
update person_title Philip J. Durst: Managing Director, Investments; Member of the KEY EXECUTIVES Team => Member of the KEY EXECUTIVES Team; Chief Investment Officer |
| 2013-07-06 |
delete source_ip 174.129.23.70 |
| 2013-07-06 |
delete source_ip 107.21.95.3 |
| 2013-07-06 |
insert person MICHAEL HELD |
| 2013-07-06 |
insert source_ip 107.21.99.190 |
| 2013-07-06 |
insert source_ip 107.22.233.248 |
| 2013-06-03 |
delete source_ip 107.21.106.77 |
| 2013-06-03 |
delete source_ip 50.16.215.20 |
| 2013-06-03 |
delete source_ip 50.16.215.41 |
| 2013-06-03 |
insert source_ip 174.129.23.129 |
| 2013-06-03 |
insert source_ip 174.129.23.70 |
| 2013-06-03 |
insert source_ip 50.16.215.104 |
| 2013-04-19 |
insert otherexecutives Eric Bennett |
| 2013-04-19 |
insert president J. Carter Tolleson |
| 2013-04-19 |
delete source_ip 184.73.171.204 |
| 2013-04-19 |
delete source_ip 184.73.165.65 |
| 2013-04-19 |
delete source_ip 174.129.23.129 |
| 2013-04-19 |
delete source_ip 174.129.23.118 |
| 2013-04-19 |
delete source_ip 174.129.23.70 |
| 2013-04-19 |
delete source_ip 174.129.22.35 |
| 2013-04-19 |
delete source_ip 174.129.20.208 |
| 2013-04-19 |
delete source_ip 107.21.99.190 |
| 2013-04-19 |
delete source_ip 107.21.105.64 |
| 2013-04-19 |
delete source_ip 107.22.233.248 |
| 2013-04-19 |
delete source_ip 107.22.234.17 |
| 2013-04-19 |
delete source_ip 50.16.215.67 |
| 2013-04-19 |
delete source_ip 50.16.215.104 |
| 2013-04-19 |
delete source_ip 50.16.233.102 |
| 2013-04-19 |
update person_description Eric Bennett => Eric Bennett |
| 2013-04-19 |
update person_description Eric W. Bennett => Eric W. Bennett |
| 2013-04-19 |
update person_description J. Carter Tolleson => J. Carter Tolleson |
| 2013-04-19 |
update person_description J. Richard Joyner => J. Richard Joyner |
| 2013-04-19 |
update person_title Eric Bennett: Chartered Financial Analyst; Certified Public Accountant; Chairman and CEO of Tolleson Wealth Management 's Private Wealth Management => Executive Director of the Brain Performance Institute; Chartered Financial Analyst; Certified Public Accountant; Member of the Board of Directors; Cofounder |
| 2013-04-19 |
update person_title Eric W. Bennett: Member of the BOARD of DIRECTORS; Member of the KEY EXECUTIVES Team; Chairman and CEO, Private Wealth Management => Executive Director of the Brain Performance Institute at the Center for BrainHealth / Special Advisor; Member of the BOARD of DIRECTORS |
| 2013-04-19 |
update person_title J. Carter Tolleson: Member of the BOARD of DIRECTORS; Chairman of the Executive Committee; Member of the KEY EXECUTIVES Team; President of Tolleson Private Bank and Chairman of the Executive Committee => President and CEO of Tolleson Private Bank; Member of the BOARD of DIRECTORS; Member of the KEY EXECUTIVES Team; President |
| 2013-04-19 |
update person_title J. Richard Joyner: President of Tolleson Wealth Management 's Private Wealth Management; Member of the BOARD of DIRECTORS; Member of the KEY EXECUTIVES Team; President, Private Wealth Management => President and CEO of Tolleson Wealth Management 's Private Wealth Management Group; Member of the BOARD of DIRECTORS; President and CEO of Tolleson Private Wealth Management; Member of the KEY EXECUTIVES Team |