Carter Tolleson
Chief Executive Officer at Tolleson Wealth Management, Inc.
Profile
Mr. John C.
Tolleson is a Chief Executive Officer at Tolleson Private Wealth Management LP and a Chief Executive Officer & Director at Tolleson Wealth Management, Inc. He is on the Board of Directors at Tolleson Wealth Management, Inc. He has over 22 years of industry experience.
He oversees key strategic, marketing and policy determinations for the company and oversees operations for all its lines of business.
He serves as Chairman of the Executive 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.
Prior to joining the management of Tolleson Wealth Management, Mr. Tolleson was a partner at a local hedge fund.
He has experience in the hedge fund and banking industries, including serving as an investment analyst and working with specialized equity derivative products.
Mr. Tolleson earned a Bachelor of Science in Finance from the University of Arkansas and currently serves on the Advisory Board of the Walton College of Business at the University.
He is a graduate of the Southwestern Graduate School of Banking at SMU and holds a certificate in financial planning from SMU.
Carter Tolleson active positions
Companies | Position | Start |
---|---|---|
Tolleson Wealth Management, Inc.
Tolleson Wealth Management, Inc. Investment ManagersFinance Tolleson Wealth Management, Inc. provides financial and wealth management services. It offers strategic services, investment services, mobile and online banking, and remote deposit capture. The company was founded by Eric W. Bennet and John Tolleson in 2000 and is headquartered in Dallas, TX. | Chief Executive Officer | 31/12/1999 |
Tolleson Private Wealth Management LP
Tolleson Private Wealth Management LP Investment ManagersFinance Tolleson Private Wealth Management LP (TPWM) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2000 and is a wholly-owned subsidiary of Tolleson Wealth Management of Delaware, Inc., ultimately owned by Tolleson Wealth Management, Inc. TPWM provides investment advisory services to high net-worth individuals, estates, trusts, foundations, the Funds, trust accounts at Tolleson Private Bank and National Philanthropic Trust. | Chief Executive Officer | 31/12/1999 |
Former positions of Carter Tolleson
Companies | Position | End |
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Dallas Area Habitat for Humanity
Dallas Area Habitat for Humanity HomebuildingConsumer Durables Dallas Area Habitat for Humanity is a non profit organization that builds affordable homes in partnership with deserving families. The company was founded in 1986 and is headquartered in Dallas, TX. | Director/Board Member | - |
Training of Carter Tolleson
The University of Arkansas | Undergraduate Degree |
Southwestern Graduate School of Banking | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Dallas Area Habitat for Humanity
Dallas Area Habitat for Humanity HomebuildingConsumer Durables Dallas Area Habitat for Humanity is a non profit organization that builds affordable homes in partnership with deserving families. The company was founded in 1986 and is headquartered in Dallas, TX. | Consumer Durables |
Tolleson Wealth Management, Inc.
Tolleson Wealth Management, Inc. Investment ManagersFinance Tolleson Wealth Management, Inc. provides financial and wealth management services. It offers strategic services, investment services, mobile and online banking, and remote deposit capture. The company was founded by Eric W. Bennet and John Tolleson in 2000 and is headquartered in Dallas, TX. | Finance |
Tolleson Private Wealth Management LP
Tolleson Private Wealth Management LP Investment ManagersFinance Tolleson Private Wealth Management LP (TPWM) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2000 and is a wholly-owned subsidiary of Tolleson Wealth Management of Delaware, Inc., ultimately owned by Tolleson Wealth Management, Inc. TPWM provides investment advisory services to high net-worth individuals, estates, trusts, foundations, the Funds, trust accounts at Tolleson Private Bank and National Philanthropic Trust. | Finance |
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