CFO Andrea Hulcy Named Finalist for D CEO’s 2024 Financial Executive Awards

We are proud to recognize CFO Andrea Hulcy’s selection as a finalist in D CEO’s 2024 Financial Executive Awards. This nomination recognizes Andrea’s achievements and excellence in financial leadership here at Tolleson.

Andrea’s dedication and strategic prowess have been pivotal in navigating the current economic landscape, particularly in ensuring the safety and soundness of Tolleson Private Bank amidst a rapidly changing environment. Her proactive approach to asset and liability management has not only safeguarded the interests of clients but has also positioned the bank for continued growth.

“I’ve learned that the key to successfully managing through challenging economic conditions is to focus on the long-term health of our company by taking care of our clients and investing in our employees,” reflected Andrea.

Andrea’s leadership strategy, characterized by collaboration and a commitment to innovation, has been instrumental in driving meaningful strategy within the firm. Her emphasis on thinking outside the box and leveraging professional networks reflects her savvy approach to complex problem solving.

With the completion of the Highland Park office redesign and the addition of a new Tolleson office and bank branch near University Park’s Preston Center, Andrea believes the firm is better positioned than ever before for sustained growth and continued excellence in serving its clients.

The winners of D CEO’s Financial Executive Awards will be announced at an exclusive event later in April. This award program, presented in partnership with Financial Executives International, Association for Corporate Growth Dallas-Fort Worth, and TXCPA-Dallas, will honor top corporate financial executives in Dallas-Fort Worth.

Congratulations to Andrea on this achievement! We’re so grateful to have your leadership here at Tolleson.

Award Disclosures:

Andrea Hulcy was selected a finalist for the D CEO Financial Executive Awards in February 2024 in the category of Outstanding CFO – Midsize Private Company for accomplishments over the last 12 to 18 months. All 54 honorees for this award program were selected by a panel of judges and were selected based on their responsibilities and overall contributions to their individual firms. They will be recognized in the May issue. Tolleson Wealth Management applied for this award and did not pay to participate. To view additional disclosures about rankings, awards, and recognition, please click here.