EP 38 - Jennifer Wagoner Kirksey of Tolleson Wealth Management and Trevor Phillippi of 6 Meridian

The COO Roundtable

For our latest episode, Matt welcomes two fantastic guests: Jennifer Wagoner Kirksey, Managing Director of Wealth Operations at Tolleson Wealth Management, and Trevor Phillippi, Chief Operating Officer of 6 Meridian. Originally founded as a single family office, Tolleson Wealth Management currently has $10B in assets under oversight and is headquartered in Dallas, Texas. 6 Meridian, founded in 2016, is located in Wichita, Kansas and currently manages $1.8B in AUM. Matt, Jennifer, and Trevor discuss how their role is critical to “running the business,” what excites them about the future, and much more, including:

• An overview of each firm, and how they have both grown organically
• Each guests’ professional background, specifically looking at Trevor’s long tenure at Meridian and Jennifer’s path from entry level to Managing Director
• The role of the performance reporting analyst and the importance of reliable, high-quality data
• The services each firm offers their clients beyond traditional investment management
• The challenges each firm contends with in acquiring talent in today’s market

We hope you enjoy, share, and subscribe!

To read our article, “Adding to Your Team? Consider a Performance Reporting Analyst” published in Wealth Management.com, click here.

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The views and opinions expressed here today do not necessarily reflect the view of Tolleson Wealth Management. The information discussed is for informational purposes only and is not a solicitation or an offer to buy a security or instrument or participate in any other service offered by the firm.