Carter Tolleson

Chief Executive Officer, Tolleson Wealth Management

Professional Overview
Carter Tolleson is an accomplished financial services executive with over 20 years of experience in the wealth management industry. As the Chief Executive Officer and President & CEO of Private Banking at Tolleson Wealth Management, he leverages his deep industry expertise and strategic leadership to drive the firm's growth and deliver exceptional client outcomes.

Experience Summary

Current Role
As CEO, Mr. Tolleson is responsible for setting the strategic vision and overseeing the daily operations of Tolleson Wealth Management, a leading independent wealth advisory firm with over $5 billion in assets under management. Under his leadership, the firm has consistently maintained a client-centric focus, delivering comprehensive financial planning and investment management services to high-net-worth individuals and families.

During his tenure, Mr. Tolleson has been instrumental in expanding the firm's service offerings, strengthening its investment platform, and cultivating a talented team of financial professionals. His focus on innovation and client experience has positioned Tolleson Wealth Management as a trusted advisor and industry leader.

Career Progression
Prior to his current roles, Mr. Tolleson served as the President & CEO of Private Banking at Tolleson Wealth Management, where he was responsible for overseeing the firm's private banking and trust services. He has also held the position of Chairman of the Executive Committee, providing strategic guidance and oversight to the firm's leadership team.

Throughout his career, Mr. Tolleson has demonstrated a track record of success in growing and scaling wealth management businesses, while maintaining a strong commitment to client satisfaction and employee development.

Academic Background
Mr. Tolleson holds a Bachelor of Business Administration degree from the University of Texas at Austin, where he graduated with honors. He is a Certified Financial Planner (CFP) and a member of the Financial Planning Association.

Areas of Expertise

• Wealth management strategy and operations

• Private banking and trust services

• Investment portfolio management

• Financial planning and client advisory

• Mergers and acquisitions

• Regulatory compliance and risk management

Professional Impact
Under Mr. Tolleson's leadership, Tolleson Wealth Management has consistently ranked among the top wealth management firms in the United States, with recognition from industry publications such as Barron's and Financial Times. He has been actively involved in industry organizations, serving on the Board of Directors for the Dallas Chapter of the Financial Planning Association.

Conclusion
With his extensive experience, strategic vision, and commitment to client service, Carter Tolleson is well-positioned to continue driving the growth and success of Tolleson Wealth Management. His passion for the industry and ability to navigate complex market conditions make him a valuable asset to both the firm and its high-net-worth clientele.