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Key Executives

John C. Tolleson

John C. Tolleson

John Tolleson is Chairman and CEO of Tolleson Wealth Management. He founded the firm after retiring as Chairman and CEO of First USA, the financial services company he had founded in 1985.

J. Carter Tolleson

J. Carter Tolleson

Carter Tolleson is President of Tolleson Wealth Management. He also serves as President and CEO of Tolleson Private Bank. He oversees key strategic policy determinations, marketing and operations for the company.

J. Richard Joyner

J. Richard Joyner

Richard Joyner is a President and CEO of Tolleson Private Wealth Management. He sets the vision and strategy for the business and works with multi-generational families on wealth management and family dynamics issues.

Gregory S. Hall

Gregory S. Hall

Greg Hall is a Managing Director of Tolleson's Private Wealth Management group. He manages the strategic financial planning and oversight process for clients.

Tracie Klein

Tracie Klein

Tracie Klein serves as the Chief Financial Officer for Tolleson Wealth Management. Her responsibilities include oversight of the finance and accounting functions for the consolidated group, including Tolleson Private Bank.

Philip J. Durst

Philip J. Durst

Philip J. Durst serves as Chief Investment Officer with responsibilities including the oversight and execution of our firm’s investment research process, asset allocation, and overall portfolio management.

Mark Walsh

Mark Walsh

Mark Walsh is a Senior Vice President at Tolleson Private Bank serving as a primary point of contact for bank clients’ various loan and deposit needs. Mark serves on the bank’s Asset Liability Management Committee and Credit Committee.

Todd Clendening

Todd Clendening

Todd Clendening serves as a primary contact, financial strategist and coordinator for wealth management and family office services. He manages financial planning advice and oversight process for clients.

Michael Held

Michael Held

Michael Held serves as a primary client contact for wealth management services. His principal role is to identify and recommend planning strategies, specializing in income tax consulting and accounting.

John Scheibe

John Scheibe

John Scheibe serves as Chief Technology Officer of Tolleson Wealth Management. He also serves as Chief Operating Officer for Tolleson Wealth Management’s Private Wealth Management Group.

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Tolleson Wealth Management Investment products are not FDIC insured, may lose value and are not bank guaranteed.
Tolleson Private Bank, Member FDIC. Equal Housing Lender
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