Tolleson Wealth Management Welcomes Pete Chilian as President and Chief Investment Officer

Tolleson Wealth Management is pleased to announce the hire of industry veteran Peter (Pete) Chilian as its new President and Chief Investment Officer (CIO). Having joined Tolleson’s Board of Directors last year, Pete brings extensive experience in wealth management and investment strategy.

Following more than two decades at J.P. Morgan, Pete’s most recent tenure was as Managing Director and Head of Texas Coverage at BDT & MSD Partners. His leadership and commitment to client service have consistently driven growth and excellence. Pete’s expertise, combined with his strong network and dedication to clients, makes him the ideal choice to help lead Tolleson Wealth Management into its next era of progress and growth.

“Pete has already become a valued member of our team on our board of directors,” said Carter Tolleson, CEO of Tolleson Wealth Management. “His deep industry knowledge and strategic vision in this role will be pivotal as we continue to enhance our services and expand our footprint.”

As President and CIO, Pete will be responsible for building and maintaining relationships with ultra-high-net-worth clients, contributing to the development of the company’s strategy, and leading Tolleson Wealth Management’s investment team and platform. His insights and vision will help ensure the continuous improvement and differentiation of Tolleson’s offerings.

Pete is an active member of the Dallas community, serving on the boards of UT Southwestern Medical Foundation, SMU Cox School of Business, and Goodwill Industries of Dallas. He is a member of the Salesmanship Club of Dallas and holds an M.B.A. in Finance from the University of Texas, as well as a B.B.A. from Southern Methodist University. He will also continue to serve on Tolleson’s board of directors.