2026 Promotions Recognized at Company Celebration

We recently gathered as a firm to celebrate our 2026 promotions with a reception honoring the individuals whose leadership and commitment continue to strengthen our team. The event served as both a celebration of professional achievement and a reflection of the collaborative culture that defines our company. 

“I love getting together like this to celebrate everyone being promoted,” said CEO Carter Tolleson in his opening remarks. “We want to recognize this group for their hard work and everything they have done.”

In addition to celebrating all promotions across the company, we are pleased to highlight a series of leadership promotions reflecting the firm’s continued commitment to long‑term stewardship, client service, and thoughtful growth. These individuals have demonstrated strong leadership and dedication to serving our client families. 

The following were recognized on our client advisory team: 

• Josh Coury – Senior Managing Director, Client Advisory Team 
• Brent Young – Managing Director and Portfolio Strategist, Client Advisory Team 
• CJ Camerato – Managing Director, Client Advisory Team 
• Hugh Seligman – Managing Director, Client Advisory Team 
• Shiv Patel – Managing Director, Client Advisory Team 

For Tolleson’s new Trust Company, we recognized two newly promoted leaders. 

• John David Hodges – Senior Vice President and Director, Private Trust 
• Lacey McCoy – Senior Vice President and Director, Private Trust 

Spanning client advisory, portfolio strategy, and private trust, these leaders underscore the depth of experience and collaboration across Tolleson’s diverse platform. We look forward to this next chapter as they continue to lead and drive excellence in the years ahead. Congratulations again to these newly appointed leaders and the entire group of promoted honorees.