Tolleson Wealth names Owen Smith chief operating officer

  • Tolleson Wealth Management appointed Owen Smith as chief operating officer, retaining his role as chief technology officer.
  • Smith will lead operational strategy and supporting technology across the firm’s wealth, bank, trust businesses.
  • A nearly 20-year veteran, Smith joined as a summer intern, later served as a client advisory analyst, then moved into operational improvement.
  • He helped establish the Business Applications Team, reflecting a shift from client service to process automation and technology development.


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 07, 2026, and is solely responsible for the information contained therein.