Carter Tolleson has been promoted to president of Tolleson Wealth Management. He will remain president of Tolleson Private Bank and will assume the additional title of CEO. He is chairman of the firm’s executive committee and trust committee and is a member of the investment committee. He also serves on the firm’s board of directors. In addition to his new roles, he will continue to work with clients to provide a wide range of banking and trust services.
Tolleson Private Wealth Management President Richard Joyner has been named CEO of Tolleson Wealth Mangement. Previously, Joyner served as a managing director for the firm’s client advisory team. He currently serves on the firm’s board of directors, executive committee and investment committee. Joyner continues to work with multigenerations of families to provide a wide range of wealth management and family office services.
Tolleson Wealth Management is headquartered in Highland Park, Texas.
Please send On the Move items to Kathy Lynch.