Managing Director and SVP Tracey Reyes Receives ABA’s Under 40 in Wealth Management Award

February 22, 2023 - Awards
2 Min read

Tracey Reyes, Managing Director and Senior Vice President of Private Trust, was recently selected as one of the 2023 American Bankers Association’s (ABA) ‘Under 40 in Wealth Management’ honorees. This recognition recognizes wealth management and fiduciary professionals who are committed to the highest standards of achievement at work and in their communities.

“We congratulate these industry leaders who are already making their mark in the continually evolving area of wealth management,” said Jim Edrington, ABA’s chief member engagement officer. “They will continue to be instrumental in helping America’s banks develop new and exciting ways to offer trustworthy, personalized insights to multiple generations of clients.”

The winners were selected by a diverse steering committee of wealth and fiduciary professionals. The committee’s judging criteria included academic training, client relationship management skills, community service, dedication to the profession, inventiveness, leadership/management skills, personal integrity, public speaking/presentation skills, sustained career progress, technical skills, and commitment to work/life balance.

Reyes was recently promoted to Managing Director in January. She started her career with Tolleson in 2013 and now, as Managing Director and Senior Vice President, helps to oversee Tolleson’s trustee and estate settlement services. Tracey has established herself as an integral member of the team and the company’s leadership team. Tolleson is proud to celebrate her accomplishment!

ABA surveyed wealth management professionals beginning Aug. 1, 2022, through Sept. 30, 2022. All entries were judged by a panel of judges on factors such as resume, biography, letter of recommendations, academic training, certification, leadership position, and essay responses. Winners were selected by two tiers of judges of external bankers and sponsor’s staff. Up to 15 award recipients were selected. Tolleson Wealth Management did not pay to participate in this award. Any third-party ratings, awards, or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a representative of any one client’s experience nor is it a guarantee that he/she will experience a certain level of results if Tolleson Private Wealth Management, LP is engaged, or continues to be engaged, to provide investment advisory services. Any recognition received should not be construed as an endorsement of Tolleson Private Wealth Management’s services. Rankings published by magazines, and other, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. To view additional disclosures about rankings, awards, and recognition, please click here.