J. Carter Tolleson
CEO, Tolleson Wealth Management
Carter Tolleson is CEO of Tolleson Wealth Management, the parent company for Tolleson Private Wealth Management and Tolleson Private Bank. As CEO, he oversees key strategic, marketing, and policy determinations for the company and oversees operations for all its lines of business. He serves as Chairman of the CEO Committee and sits on the firm’s Investment Committee. He has been a member of Tolleson Wealth Management’s Board of Directors since the company’s inception.
Carter is also CEO of Tolleson Private Bank. In this role, he is responsible for all functions of the Bank including Tolleson Private Trust, the firm’s Trust company, and all credit decisions. He chairs the bank’s Trust Committee, Asset Liability Management Committee (ALCO), and Credit Committee.
Prior to joining the management of Tolleson Wealth Management, Carter was a partner at a local hedge fund. He has experience in the hedge fund and banking industries, including serving as an investment analyst and working with specialized equity derivative products.
Carter earned a Bachelor of Science in Finance from the University of Arkansas and currently serves on the Advisory Board of the Walton College of Business at the University. He is a graduate of the Southwestern Graduate School of Banking (SWGSB) at SMU and holds a certificate in financial planning from SMU.
Carter actively supports numerous Dallas arts and cultural organizations. He has been an active member of the Young Presidents’ Organization (YPO) since 2008. He served a full term on the Board of Directors and Finance Committee of Dallas Area Habitat for Humanity and currently serves on its Honorary Board. He also serves on the Board of Directors of the SMU Tate Lecture Series and is a member of SMU’s 21st Century Council, an advisory board for the President of the University. He also serves on the board of the Texas Bankers Association Services Corporation. In 2012, Carter was named as a member of the “Top 40 Under Forty” by the Dallas Business Journal, an honor given to top executives under 40 years old.
Carter is married with four children. He is a longtime Dallasite and Park Cities resident. Outside of work and spending time with his family, he is involved with numerous charitable organizations and enjoys collecting art.