Carter Tolleson
Algemeen Directeur bij Tolleson Wealth Management, Inc.
Oorsprong van het eerstegraads netwerk van Carter Tolleson
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Tolleson Wealth Management, Inc.
 Tolleson Wealth Management, Inc. Investment ManagersFinance Tolleson Wealth Management, Inc. provides financial and wealth management services. It offers strategic services, investment services, mobile and online banking, and remote deposit capture. The company was founded by Eric W. Bennet and John Tolleson in 2000 and is headquartered in Dallas, TX.
16
| Private Company | Investment Managers | 16 |
Tolleson Private Wealth Management LP
 Tolleson Private Wealth Management LP Investment ManagersFinance Tolleson Private Wealth Management LP (TPWM) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2000 and is a wholly-owned subsidiary of Tolleson Wealth Management of Delaware, Inc., ultimately owned by Tolleson Wealth Management, Inc. TPWM provides investment advisory services to high net-worth individuals, estates, trusts, foundations, the Funds, trust accounts at Tolleson Private Bank and National Philanthropic Trust.
4
| Subsidiary | Investment Managers | 4 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Carter Tolleson via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| LCI INDUSTRIES | Miscellaneous Manufacturing | Director/Board Member | |
| TEXAS INSTRUMENTS INCORPORATED | Semiconductors | Director/Board Member | |
| APARTMENT INVESTMENT AND MANAGEMENT COMPANY | Real Estate Investment Trusts | Chairman | |
| Trinity University | College/University | Undergraduate Degree | |
Medaphis Physician Services Corp.
 Medaphis Physician Services Corp. Miscellaneous Commercial ServicesCommercial Services Part of McKesson Corp., Medaphis Physician Services Corp. is a company based in Lebanon, NH. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Stonegate Capital Markets, Inc
 Stonegate Capital Markets, Inc Investment Banks/BrokersFinance Founded in 1972, Stonegate Securities, Inc. is a broker/dealer located in Dallas, Texas. The firm specializes in raising capital and moving large blocks of stock for companies with market-caps of $25 million to $500 million. They focus particularly on high-quality, undervalued companies in high-growth industries that have low institutional ownership and little or no following among Wall Street analysts. Stonegate Securities seeks to connect small-cap companies with long-term, fundamental institutional investors. The firm is a member of the NASD and the SIPC. | Investment Banks/Brokers | Corporate Officer/Principal | |
| MOLSON COORS BEVERAGE COMPANY | Beverages: Alcoholic | Director/Board Member | |
| MOLSON COORS CANADA INC. | Beverages: Alcoholic | Director/Board Member | |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
SFMG LLC
 SFMG LLC Investment ManagersFinance SFMG LLC is an independent, SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded by Greg Morgan in 1992 and do-business-as SFMG Wealth Advisors. SFMG provides investment advisory services to individuals and their families, high net-worth individuals, pension plans, trust, estates or charitable organizations, and corporations and other business. | Investment Managers | Chief Executive Officer | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree | |
| Wake Forest University | College/University | Undergraduate Degree | |
| MONEYGRAM INTERNATIONAL, INC. | Regional Banks | Chief Executive Officer | |
| California State University-Los Angeles | College/University | Masters Business Admin | |
| The University of Texas at Austin | College/University | Undergraduate Degree | |
Arena Capital Partners LLC
 Arena Capital Partners LLC Investment ManagersFinance Arena Capital Partners LLC (Arena Capital Partners) is an independent private equity firm founded in 1997 by Gerald S. Armstrong. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Tolleson Wealth Management (Private Equity)
 Tolleson Wealth Management (Private Equity) Investment ManagersFinance Tolleson Wealth Management is a Private Equity/Venture Capital firm subsidiary of Tolleson Wealth Management, Inc. The firm is headquartered in Dallas, Texas. | Investment Managers | Private Equity Investor Chief Investment Officer | |
Scout Ssg LLC
 Scout Ssg LLC Investment ManagersFinance Scout Ssg LLC provides asset management services. The private company is based in Dallas. | Investment Managers | Corporate Officer/Principal | |
| University of Louisiana at Lafayette | College/University | Undergraduate Degree | |
Cousins Properties LP
 Cousins Properties LP Real Estate Investment TrustsFinance Part of Cousins Properties, Inc., Cousins Properties LP operates as a real estate investment trust. The company is based in Atlanta, GA. The company was founded in 1958. The CEO is M. Colin Connolly. | Real Estate Investment Trusts | Director/Board Member | |
The Texas Department of Banking
 The Texas Department of Banking General GovernmentGovernment The Texas Department of Banking Licenses and regulates state banks. It exercises powers on commercial trust companies, foreign banks, prepaid funeral contract sellers, perpetual care cemeteries, money services businesses, and private child support enforcement agencies.The company was founded in 1905 and is located in Austin, TX. | General Government | Chairman | |
| Tulane University (Louisiana) | College/University | Undergraduate Degree | |
| Rd Stone Interests Ltd. | Chief Executive Officer | ||
| Finance Commission of Texas | General Government | Chairman | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree | |
| PARKWAY INC | Real Estate Investment Trusts | Director/Board Member | |
Hunt Cos., Inc.
 Hunt Cos., Inc. Real Estate Investment TrustsFinance Hunt Cos., Inc. operates as a real estates company. It offers real estate investments, military communities, public infrastructure, and financial and asset services. The company was founded in 1947 and is headquartered in El Paso, TX. | Real Estate Investment Trusts | Director/Board Member | |
Tolleson Private Bank
 Tolleson Private Bank Regional BanksFinance Part of Tolleson Wealth Management, Inc., Tolleson Private Bank offers highly responsive, customized and complementary cash management and banking services. The company is based in Dallas, TX and is a member of FDIC and an equal housing lender. Tolleson Private Bank continues to focus on serving client needs with a personalized approach. Founded in 1997 as a family office for the Tolleson family, Tolleson Wealth Management is a multi-family office serving clients with all things financial. | Regional Banks | Director/Board Member | |
| R.D. Stone Interests Corp. | Chief Executive Officer | ||
MAI Capital Management LLC
 MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Investment Managers | Portfolio Manager-Fixed Income | |
Museum of Nature & Science
 Museum of Nature & Science Other Consumer ServicesConsumer Services Museum of Nature & Science operates as museum. The company is headquartered in Dallas, TX. | Other Consumer Services | Director/Board Member | |
| Perot Museum of Nature & Science | Director/Board Member | ||
Satori Capital LLC
 Satori Capital LLC Investment ManagersFinance Satori Capital LLC (Satori Capital) is a private equity firm founded in 2008 by Sunny Creek Vanderbeck and Randy Marc Eisenman. The firm is headquartered in Dallas, Texas. | Investment Managers | Consultant / Advisor | |
Dallas Symphony Association, Inc.
 Dallas Symphony Association, Inc. Movies/EntertainmentConsumer Services Dallas Symphony Association, Inc. operates as a performing arts organization. It engages in performing distinctive classical programs, pops concerts and multi-media presentations. The company was founded in 1900 and is headquartered in Dallas, TX. | Movies/Entertainment | Corporate Officer/Principal | |
| Real Estate Council, Inc. | Director/Board Member | ||
The Urban Land Institute
 The Urban Land Institute Miscellaneous Commercial ServicesCommercial Services The Urban Land Institute operates as a non-commercial research organization. It provides leadership in the responsible use of land and in creating and sustaining thriving communities worldwide. The company was founded on December 14, 1936 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
SouthStar Bank, SSB
 SouthStar Bank, SSB Savings BanksFinance SouthStar Bank SSB provides banking and insurance services. It offers checking and savings accounts, investment planning and loans. The firm also offers life, health, disability, fixed annuities and long-term care insurance services. It operates through three branches in the central and south central Texas communities of Moulton, Shiner and Brazoria. The company was founded in 1920 and is headquartered in Moulton, TX. | Savings Banks | Director/Board Member | |
| Texas Economic Development Council | Director/Board Member | ||
First Data International LLC
 First Data International LLC Miscellaneous Commercial ServicesCommercial Services First Data International LLC provides electronic commerce and payment solutions for financial institutions and merchants around the world. The company serves a diverse range of markets and operates across Europe, Middle East, Africa, Latin America, Canada, Australia and Asia-Pacific. It is located in Greenwood Village, CO. | Miscellaneous Commercial Services | President | |
Boys & Girls Clubs of America
 Boys & Girls Clubs of America Miscellaneous Commercial ServicesCommercial Services Boys & Girls Clubs of America offers school programs. The firm's programs include character and leadership, education and career, health & life skills, the arts, sports, fitness and recreation. Boys & Girls Clubs of America was founded in 1860 and is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | President |
Statistieken
Internationaal
| Verenigde Staten | 47 |
| Canada | 3 |
Sectoraal
| Finance | 20 |
| Consumer Services | 12 |
| Commercial Services | 6 |
| Consumer Non-Durables | 4 |
| Government | 3 |
Operationeel
| Director/Board Member | 46 |
| Corporate Officer/Principal | 26 |
| President | 12 |
| Undergraduate Degree | 11 |
| Independent Dir/Board Member | 10 |
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