Tolleson Promotes Leadership Team Focused on Trustee and Estate Settlement Services

February 23, 2023 - Firm Update
2 Min read

We are pleased to recognize our recently announced promotions of Tolleson’s Trustee and Estate Settlement Services leadership team. Through Tolleson Private Bank, this team plays a critical role in helping client families navigate the complex challenges of legacy planning for multi-generational wealth.

Christine Finn, J.D., is promoted to Chief Fiduciary Officer and Tracey Reyes, J.D., is promoted to Managing Director and Senior Vice President.

After joining Tolleson 2016 and being named a managing director in 2021, Christine M. Finn has overseen the rapid growth of the department’s service offerings, including all trustee and estate settlement relationships. Christine is instrumental in navigating complicated legal matters and implementing effective risk mitigation strategies for ultra-high-net-worth and family office clients. As such, Tolleson is proud to name Christine as Tolleson Private Bank’s first Chief Fiduciary Officer. In this role, she will continue her leadership of the team and oversight of complex engagements. Christine is a knowledgeable leader with expertise as a former trust and estates attorney and litigator. She graduated from Binghamton University in New York with a Bachelor of Arts in Political Science. She later received her Juris Doctorate from the University of San Diego School of Law in 2006 and is licensed in New York and Texas.

As Managing Director and Senior Vice President, Tracey L. Reyes will take on increased management responsibilities of Tolleson’s Trustee and Estate Settlement Department. After a decade with Tolleson, Tracey has established herself as an integral member of the team and of the company’s growth. Tracey was recently recognized by the American Bankers Association as one of the 15 recipients of its Under 40 in Wealth Management Award. She will continue to be an essential part of the growing trustee and estate settlement business while taking on increased management responsibilities. Prior to joining Tolleson in 2013, Tracey was a practicing trusts and estates attorney. Tracey graduated from The University of Texas at Austin with degrees in Government and History. She received her Juris Doctorate Magna Cum Laude from South Texas College of Law in 2008 with a concentration in estate planning and probate and served on the editorial board of the South Texas Law Review.