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Tolleson Wealth Management promotes Liz Lean to managing director, head of tax strategy

PUBT·08/24/2026 20:51:53
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Tolleson Wealth Management promotes Liz Lean to managing director, head of tax strategy
  • Tolleson Wealth Management promoted Liz Lean to managing director, head of tax strategy.
  • Lean joined the firm in 2021, expanding tax advisory work tied to complex client planning.
  • She previously served as a senior manager at PricewaterhouseCoopers.


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 August 24, 2026, and is solely responsible for the information contained therein.