2025 Mid-Year Update
Celebrating milestones, growth, and the people that made them possible. Join us as we take a look at what we’ve accomplished so far in 2025 and what’s still ahead.
Celebrating 25 Years of Service and Legacy
This year we’re thrilled to be celebrating 25 years of helping families and business owners navigate their wealth with purpose and care. This milestone offers us a moment to reflect on the relationships we’ve built, the progress we’ve made, and the future we continue to shape together.
Welcome, Pete Chilian
Earlier this year, we welcomed Pete Chilian as President and Chief Investment Officer. With nearly 30 years of experience in investment strategy and wealth management, Pete brings a strong commitment to foster client relationships and guiding Tolleson to its next chapter.
“At Tolleson, everything starts with the client. I’m excited to help carry that commitment forward with a renewed focus on impact, innovation, and care.” – Pete Chilian
25 Stories in 2025: Sharing our Journey
As part of our 25th anniversary this year, we launched a video series to highlight the stories and journeys of our leaders. Learn how we’re shaping the next 25 years of legacy.
Recent Highlights & Events
Innovation in Action: Share Your Feedback on Tolleson Events
D Magazine Feature Article: Top 4 in Philanthropy Trends to Watch in 2025
Celebrating our Team: See our Picnic Gathering Event Recap
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