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Carter Tolleson
Carter Tolleson
Chief Executive Officer | Tolleson Wealth Management
Highland Park, Texas, United States
Carter Tolleson
Summary
Carter Tolleson is an accomplished CEO with a strong background in wealth management and banking. He leads Tolleson Wealth Management, which encompasses both private wealth management and banking services. With a focus on strategic oversight, Carter plays a vital role in shaping the company's vision and operations. His extensive expertise spans alternative investments, asset management, and financial planning, making him a key player in the monetary authorities sector. An alumnus of the University of Arkansas, he is actively involved in education through the Dean's Executive Advisory Board at the Walton College of Business. His leadership is characterized by a commitment to excellence and innovation within the financial services industry. In addition to his executive roles, Carter has a rich academic foundation, having graduated from the Southwestern Graduate School of Banking. His influence is felt across multiple facets of the firm, ensuring robust governance and strategic direction.
Carter Tolleson
Work Experience
Chief Executive Officer at
Tolleson Wealth Management
January 2017 - Present
Chairman, Executive Committee at
Tolleson Wealth Management
January 2002 - Present
President & CEO, Private Banking at
Tolleson Wealth Management
January 2002 - Present
Carter Tolleson
Education
Southwestern Graduate School of Banking at SMU
January 2002 - January 2004
University of Arkansas - Fayetteville, Bachelor Of Business Administration (Bba)
January 1997 - January 2001
Frequently Asked Questions about Carter Tolleson
What is Carter Tolleson email address?
Carter Tolleson's primary email address is *********@tollesonwealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Carter Tolleson work for?
Carter Tolleson is a Chief Executive Officer at Tolleson Wealth Management, a company specializing in Monetary Authorities-Central Bank.
Where Carter Tolleson graduated from?
Carter Tolleson holds a degree in Banking from Southwestern Graduate School of Banking at SMU.
How can I directly contact Carter Tolleson?
To contact Carter Tolleson directly, you can use the email address *********@tollesonwealth.com. Complete contact information is available upon registration with Muraena.
Who is Carter Tolleson?
Carter Tolleson is an accomplished CEO with a strong background in wealth management and banking. He leads Tolleson Wealth Management, which encompasses both private wealth management and banking services. With a focus on strategic oversight, Carter plays a vital role in shaping the company's vision and operations. His extensive expertise spans alternative investments, asset management, and financial planning, making him a key player in the monetary authorities sector. An alumnus of the University of Arkansas, he is actively involved in education through the Dean's Executive Advisory Board at the Walton College of Business. His leadership is characterized by a commitment to excellence and innovation within the financial services industry. In addition to his executive roles, Carter has a rich academic foundation, having graduated from the Southwestern Graduate School of Banking. His influence is felt across multiple facets of the firm, ensuring robust governance and strategic direction.
Carter`s contact details
*********@tollesonwealth.com
Colleagues
Deputy Chief Technology Officer
Managing Director
Managing Director & Portfolio Strategist, Client Advisory Team
Senior Vice President
Vp, Regulatory Compliance Manager
Chief Fiduciary Officer
Managing Director
Senior Vice President, Private Banking
Deputy Chief Operating Officer
Senior Vice President and Managing Director, Private Trust