Our Leadership Team

The Tolleson team is staffed to provide a highly personal service experience that fosters strong, long-term relationships. We have built our business to serve, as evidenced by one of the highest advisor-to-client ratios in the region.

Executive Management

Client Advisory Senior Team Leadership

Client Advisory Team Advisors

Investment Management

Tolleson Private Bank

Tolleson Trust Company

Specialty Team Leadership

Firm Administration

Board of Directors

  • J. Carter Tolleson
    Chief Executive Officer
  • John C. Tolleson
    Executive Chairman
  • Debbie Tolleson
    President of Tolleson Family Foundation
  • Pamela Patsley
    Board Member
  • Pete Chilian
    President and Chief Investment Officer
  • Jon Wolkenstein
    Board Member