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Tolleson Wealth Management names Lori Lindley managing director

PUBT·07/24/2026 19:10:43
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Tolleson Wealth Management names Lori Lindley managing director
  • Tolleson Wealth Management appointed Lori Lindley as managing director on its client advisory team.
  • She will serve as a senior adviser, lead client contact, and strategist for wealth management and family office services.
  • Lindley previously worked at J.P. Morgan, most recently as an executive director in the private bank advising family offices and other high-net-worth clients.
  • Her earlier roles included investment banking and commercial banking, focused on capital advisory, financing solutions, and strategic guidance.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Tolleson Wealth Management Inc. published the original content used to generate this news brief on July 24, 2026, and is solely responsible for the information contained therein.