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November 29, 2018 | News & Events

Carter Tolleson Recognized in D Magazine’s Dallas 500 for Second Year

Tolleson Wealth Management’s Carter Tolleson is featured in the special edition of D CEO Magazine’s November issue. He is listed in the Dallas 500 Banking and Finance Section as one of the most powerful business leaders in Dallas-Fort Worth for the second year in a row. Tolleson was nominated and chosen by the D Magazine editorial team after months of research and personal interviews. This personal and engaging look at powerful business leaders is highly selective and encompasses more than 60 business categories.

“The firm’s achievements are measured by how well it handles all things financial for client families,” explained Tolleson. “We have a tremendous amount of responsibility for the families we serve. I take that very seriously.”

Tolleson serves as CEO of the firm and oversees key strategic, marketing and policy determinations and oversees operations for all its lines of business. He is also responsible for all functions of Tolleson Private Bank, including Tolleson Private Trust, the firm’s Trust company and all credit decisions. He spoke with D Magazine about a recent proud moment, “We have implemented new technology for financial reporting. We also built a dedicated client bookkeeping and bill pay team.”

To view the complete Dallas 500 list, visit here.

The Dallas 500 is the region’s highly selective biographical database of the people who really run Dallas-Fort Worth business. It’s based on insider knowledge of the local business scene, hundreds of personal interviews, and many months of research. To qualify, executives and other influential leaders must be based in the DFW region. The Dallas 500 is not an awards program or a vote-based list. All decisions are made by the editors, and the number of recommendations an individual receives is not a consideration factor. Tolleson Wealth Management applied to for this award and did not pay to participate.

To view additional disclosures about rankings, awards and recognition, please click here.