Tolleson Wealth Management
Kathia Ramirez is an experienced financial services professional currently serving as a Client Service Associate at Tolleson Wealth Management since June 2023. Previous roles include Treasury Management Analyst at North Dallas Bank & Trust Co. and Treasury Management Specialist at PlainsCapital Bank. Kathia also held positions as an Interim Education Guest at the Irving Independent School District and a Personal Banker at JPMorgan Chase Bank, N.A. Additionally, experience includes working as a Leasing Consultant and Sales at The Woods of San Marcos. Kathia holds a Bachelor of Applied Science in Applied Sociology from Texas State University, where attendance spanned from 2013 to 2016.
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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/.