Owen Smith

As Deputy Chief Technology Officer at Tolleson Wealth Management, Owen Smith, CFP®, oversees the Business Applications Team. This group is responsible for supporting the evaluation, implementation and integration of technology platforms, working collaboratively with operational leaders across the firm to identify process improvements. Owen is a member of the firm’s Executive Management Committee and IT Governance Committee.

Owen started his career as one of the first summer interns at Tolleson, returning a year later to a full-time role as an Analyst on its Client Advisory Team. He spent five years advising high-net worth families and, during that time, he identified ways to improve business processes and incorporate more automation. After several process improvement projects, Owen shifted his focus from client work to advisory operational improvement projects and laid the foundation for what would become the Business Applications Team.

Owen received a Bachelor of Business Administration in Finance from the McCombs School of Business at the University of Texas. Owen lives in the Lake Highlands neighborhood of Dallas with his wife and three children, enjoys DIY home improvement projects, and is an avid skier.