
Carter Tolleson
Chief Executive Officer
Tolleson Wealth Management
United States, Texas, Dallas
About Me
Carter Tolleson is CEO of Tolleson Wealth Management, the parent company for Tolleson Private Wealth Management and Tolleson Private Bank, Member FDIC. As CEO, he oversees key strategic, marketing, and policy determinations for the company and manages operations for all its lines of business. He serves as Chairman of the CEO Committee and sits on the firm’s Investment Committee. He has been a member of Tolleson Wealth Management’s Board of Directors since the company’s inception. Carter is also President and CEO of Tolleson Private Bank. In this role, he is responsible for all functions of the Bank including Tolleson Private Trust, the firm’s Trust company, and all credit decisions. He chair
Profile Information
Chief Executive Officer
Tolleson Wealth Management
Investment Team,Operations Team
Investor
Multi-Family Office
Dallas
Texas
United States
May 16, 2024
More profiles to browse
Pallavi Srivastava
Director, Investments
Ethan Williams
Analyst - Investments
Steve Westerheide
Executive Vice President
EB
Eric Bennett
Chief Investment Officer, Co-Founder
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC