Tolleson Wealth Management
Abby Tago currently serves as a Trust Administrative Officer at Tolleson Wealth Management, a position held since April 2023. Prior to this role, Abby worked as a Tax Technician at Moss Adams from July 2022 to December 2022, where responsibilities included drafting various state and local tax filings and preparing documentation for audit findings. Abby's career began in the US Navy as a Personnel Specialist from September 2015 to August 2020. Academically, Abby is pursuing a Bachelor's degree in Business/Commerce at the University of North Texas, expected to complete in May 2024, and holds a Certificate of Completion in Business Administration from Tarrant County College, obtained between 2020 and 2022.
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Tolleson Wealth Management
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Tolleson Wealth Management is a multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide – as diverse as investment management, trustee services, philanthropy and private banking – help to simplify our clients’ financial lives and reflect their family values. We’ve created a workplace where passion meets purpose. Our team unites under our unique purpose and supports each other in developing the well-being of both clients and colleagues. For more information, please visit tollesonwealth.com. Equal Opportunity Employer. For disclosures regarding rankings, awards and recognition, please visit https://www.tollesonwealth.com/information/general-website-disclosures/.