Greg Hall

Managing Director at Tolleson Private Wealth Management LP

Greg Hall

Greg Hall

Managing Director at Tolleson Private Wealth Management LP

Biography

Gregory S. Hall
Managing Director, Client Advisory Team

Greg Hall serves as a primary contact and coordinator for all Tolleson Private Wealth Management client services. He manages the financial planning and oversight process for clients by identifying, implementing, and monitoring strategies that meet each client’s investment, financial, and wealth-transfer needs. Greg serves on the firm's Management Committee and Investment Committee.

Throughout his career, Greg has specialized in serving wealthy clients. In 1994, he joined the Dallas office of KPMG, where he was Senior Manager of the Personal Financial Planning Group. There, he offered objective investment, tax, and financial planning advice to clients who included wealthy families, business owners, and company executives.

Greg graduated cum laude from Texas Tech University, where he earned his Master’s of Science in accounting with a tax concentration and currently serves as a Rawls School of Business Advisory Council Member. He is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants. Greg is a Certified Public Accountant,* Certified Financial Planner™ practitioner and an Investment Advisor Representative. He also serves on the advisory council for the Dallas Foundation and several private company boards. Greg has been named by D Magazine as one of “The Best Financial Planners in Dallas".

Greg has two daughters. He enjoys golf and hunting. He was born and raised in Georgetown, Texas and currently resides in Dallas, Texas.

*This firm is not a CPA firm.

Overview
RelSci Relationships

620

Primary Location

Dallas, TX, United States

Number of Boards

2

Number of Awards

3

Interests

Hunting, Golf

Relationships
RelSci Relationships are individuals Greg Hall likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Operating Officer, Tolleson Private Wealth Management at Tolleson Wealth Management, Inc.

Relationship likelihood: Strong

Chief Executive Officer at Tolleson Wealth Management, Inc.

Relationship likelihood: Strong

Co-Founder at Tolleson Private Wealth Management LP

Relationship likelihood: Strong

Managing Director, Client Advisory Team at Tolleson Wealth Management, Inc.

Relationship likelihood: Strong

Chief Compliance Officer & Chief Financial Officer at Tolleson Private Wealth Management LP

Relationship likelihood: Strong

Former Chief Investment Officer at Tolleson Private Wealth Management LP

Relationship likelihood: Strong

President & Chief Executive Officer at Tolleson Private Wealth Management LP

Relationship likelihood: Strong

Director of Philanthropy Services at Tolleson Wealth Management, Inc.

Relationship likelihood: Strong

Founder at Tolleson Wealth Management, Inc.

Relationship likelihood: Strong

Relationship likelihood: Strong

In The News
Australian Financial Review
July 24, 2017
ASIC, ATO target 'phoenix' advisers
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Greg Hall
Managing Director at Tolleson Private Wealth Management LP
Education
Master's of Science in Accounting with a Tax Concentration, cum laude

Texas Tech University, often referred to as Texas Tech, or TTU, is a public research university in Lubbock, Texas, United States. Established on February 10, 1923, and originally known as Texas Technological College, it is the leading institution of the Texas Tech University System and has the seventh-largest student body in the state of Texas. It is the only school in Texas to house an undergraduate institution, law school, and medical school at the same location. The university offers degrees in more than 150 courses of study through 13 colleges and hosts 60 research centers and institutes. Texas Tech University has awarded over 200,000 degrees since 1927, including over 40,000 graduate and professional degrees.

Memberships
Member
Current

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Member
Current

The Texas Society of Certified Public Accountants (TSCPA) is a nonprofit, voluntary, professional organization representing Texas CPAs. TSCPA has 20 local chapters statewide and has 29,000 members. The Society is committed to serving the public interest with programs that advance the highest standards of ethics and practice within the CPA profession.

Career History
Managing Director, Tolleson Private Wealth Management Group
Current

Tolleson Wealth Management, Inc. provides financial and wealth management services. It offers strategic services, investment services, mobile and online banking, and remote deposit capture. The company was founded by Eric W. Bennet and John Tolleson in 2000 and is headquartered in Dallas, TX.

Managing Director
2005 - Current

Tolleson Private Wealth Management LP, part of Tolleson Wealth Management, Inc., is an American company located in Dallas, TX. The firm provides investment advice.

Boards & Committees
Member, Management Committee
Current

Tolleson Wealth Management, Inc. provides financial and wealth management services. It offers strategic services, investment services, mobile and online banking, and remote deposit capture. The company was founded by Eric W. Bennet and John Tolleson in 2000 and is headquartered in Dallas, TX.

Member, Advisory Council
Current

The Dallas Foundation operates as community foundation in the state of Texas. It helps donors create charitable funds that reflect their interests and provides nonprofits with resources they need to serve the community. The company was founded in 1929 and is headquartered in Dallas, TX.

Awards & Honors
CPA (Certified Public Accountant)
CFP (Certified Financial Planner)
D Magazine - Best Financial Planners in Dallas
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