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
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
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
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 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 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 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 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 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.