Tolleson Wealth Management Appoints Two New Board Members

Tolleson Wealth Management has appointed Peter (Pete) Chilian and Jon Wolkenstein to its board of directors. Both leaders bring deep industry experience and a strong dedication to client service.  

“I am both humbled and honored for Pete and Jon to join our board,” commented President and CEO Carter Tolleson. “Having a company focused on strong values and building relationships is something we are so proud of. Selecting the right leaders to continue our important work for clients is essential, and we believe both Pete and Jon will provide a valuable advantage to our strategic outlook and growth.”  

Pete Chilian is Managing Director and Head of Texas Coverage at the Dallas office of BDT & MSD Partners, a merchant bank with an advisory and investment platform built to serve the needs of business owners and investors. He previously spent more than 20 years at J.P. Morgan, where he was the head of the South Region of the Private Bank. Pete is deeply involved in the Dallas community, including serving as a board member of UT Southwestern Medical Foundation, SMU Cox School of Business Executive Board, and Goodwill Industries of Dallas. He is also a member of the Salesmanship Club of Dallas, benefiting the Momentous Institute. Pete holds an M.B.A. in Finance from the McCombs School of Business at The University of Texas at Austin and a B.B.A. in General Business from the Cox School of Business at Southern Methodist University. 

Jon Wolkenstein is a client-focused leader with 40 years of financial accounting experience covering a diverse group of industries including manufacturing and distribution, software and communication technology, restaurants and retail, specialty finance organizations, transportation, and others. He has spent his career advising clients and staff on numerous issues including mergers and acquisitions, profitability improvement, revenue growth, personnel, relationship development, and mentorship. Jon recently retired from his role as Audit Partner at Grant Thornton LLP, where he spent four decades growing successful client relationships and providing audit services. He has been involved with the National Association of Corporate Directors and Private Directors Association in addition to serving on the board of directors for Grant Thornton LLP from 2011 to 2017, North Texas Food Bank, Feeding North Texas Foundation, and the Dallas advisory board for Truist Bank. He is a CPA and holds a B.B.A. in Accounting from The University of Texas at Austin. 

We extend our warmest congratulations to Pete and Jon and look forward to their valuable contributions to our board as we continue to strive for excellence at Tolleson. 

About Tolleson

Private and family led, Tolleson Wealth Management takes care of all things financial for wealthy clients and their families. With a commitment to excellence, its team offers a comprehensive suite of family office services including investment management, estate planning, private trust, philanthropy, and private banking. Proudly based in Dallas, Texas for nearly 25 years, Tolleson deploys a collaborative approach that goes beyond traditional wealth management to help nurture a legacy of prosperity and fulfillment for generations to come.

For media inquiries, please contact Director of Branding and Communications Shannon Allcon at 214-780-2615 or sallcon@tollesonwealth.com.