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Carter Tolleson

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Carter Tolleson

Chief Executive Officer | Tolleson Wealth Management

Highland Park, Texas, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Carter Tolleson

Work Experience

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Chief Executive Officer at

Tolleson Wealth Management

January 2017 - Present

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Chairman, Executive Committee at

Tolleson Wealth Management

January 2002 - Present

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President & CEO, Private Banking at

Tolleson Wealth Management

January 2002 - Present

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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

mail

*********@tollesonwealth.com

Colleagues

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Cfp Owen Smith

Deputy Chief Technology Officer

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Greg Hall

Managing Director

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Tim Stobaugh Cfa

Managing Director & Portfolio Strategist, Client Advisory Team

Joyce Worthington

Senior Vice President

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Keith Salmon

Vp, Regulatory Compliance Manager

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Christine Finn

Chief Fiduciary Officer

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Jeffrey Dunn Cfp

Managing Director

Jennifer Normile

Senior Vice President, Private Banking

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Jennifer Kirksey

Deputy Chief Operating Officer

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Tracey Reyes

Senior Vice President and Managing Director, Private Trust

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