Courtney Joyner, CFP®, serves as a Senior Advisor of Philanthropy at Tolleson Wealth Management. She believes that philanthropy is a vital element to successful generational families. Along with the Philanthropy Department, she serves eighteen family foundations and thirty donor advised funds. She also supports the team’s impact investing initiative and next generation engagement.
Prior to joining Tolleson Wealth Management in 2015, Courtney worked at Bernstein Private Wealth Management serving high net worth clients in New York City. Courtney graduated cum laude with a Bachelor of Science in Business Enterprise Management from Wake Forest University. She currently lives in Dallas, Texas. When she is not at work, she enjoys traveling, hiking, and fostering dogs.