Peter Baldwin, CFP

Peter Baldwin, CFP

Director, Investments

14 years at
the Firm
14 years in
the industry

Peter Baldwin, CFP®, serves as Director on the Investment Team at Tolleson Wealth Management. In this role, Peter directs the sourcing, diligence, implementation, and monitoring of the firm’s private equity, private debt, real estate, and energy investments. He joined the firm in 2009 on the Client Advisory Team before transitioning to the Investment Team in 2012 to assist in building a private equity program. He was promoted to Manager in 2017 and then to Director in 2020.

Peter graduated from Southern Methodist University with a degree in Business Administration with a concentration in Financial Consultation. He is a Certified Financial Planner™ and currently serves on the board of directors for Dallas Pets Alive!

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