Tolleson Wealth Management
Tim Stobaugh, CFA, has extensive experience in the financial industry, currently serving as Portfolio Strategist & Director at Tolleson Wealth Management. Prior to this, Tim was the Managing Partner at Greenstone Capital Management, where Tim co-founded and launched a long/short hedge fund during the financial crisis. Stobaugh also served as a Portfolio Manager at Crescent Special Situations Fund and Vice President of Investment Banking at Stonegate Securities, Inc. Tim holds a Bachelor of Science in Business Administration from Trinity University.
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/.