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 Private Bank. He is responsible for all functions of the bank and for all aspects of its customer service. He chairs the bank’s Trust Committee, Asset Liability Management Committee (ALCO) and Credit Committee. Carter has been a member of Tolleson Private Bank’s board of directors since 2004.
Eric W. Bennett
Eric Bennett is Chairman and CEO of Tolleson Wealth Management's Private Wealth Management group. He is responsible for managing the employees and business operations of the private wealth management team.
J. Richard Joyner
Richard Joyner is a Managing Director of Tolleson Wealth Management’s Private Wealth Management group. His primary focus is serving and advising multi-generational families on wealth management and legacy matters.
Gregory S. Hall
Greg Hall is a Managing Director of Tolleson Wealth Management's Private Wealth Management group. He manages the comprehensive financial planning and oversight process for clients.
Mark Walsh
Mark Walsh is Senior Vice President of Tolleson Private Bank serving as a primary point of contact for bank client’s various loan and deposit needs. Mark serves on the bank’s Asset Liability Management Committee and Credit Committee.
Philip J. Durst
Philip J. Durst serves as Managing Director – Investments with responsibilities including the comprehensive oversight and execution of our firm’s investment research process, asset allocation, and overall portfolio management.
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.
Todd Clendening
Todd Clendening serves as a primary contact, financial strategist and coordinator for wealth management and family office services. He manages the comprehensive financial planning advice and oversight process for clients by identifying, implementing and monitoring strategies that meet each client’s specific needs.
