Tolleson Wealth Management names Elizabeth Grahsl as Vice President, Wealth Management

EFFECTIVE DATE:

Chartwell Partners is pleased to announce that Elizabeth Grahsl has recently joined Tolleson Wealth Management as Vice President, Wealth Management.  Prior to joining Vista Bank, Ms. Grahsl served as Vice President at Prosperity Bank responsible for developing relationships with new affluent clients and their businesses and helped launch the Private Banking division in Dallas.

Tolleson  Wealth  Management  is  a  growing  private  wealth  management firm  specializing  in  high-end  and  customized  solutions  to  meet their clients’  financial  needs.    They  are  independently  owned,  providing family office services through four lines of business:   Private Wealth Management, Private Bank, Private Trust and Philanthropy Services.  Private Wealth Management is composed of specialists who work as a team to craft an individualized strategy for each client.  Tolleson Private Bank is   central to a fully-integrated, financial management plan and a key part of Tolleson Wealth Management.  Private Trust provides personalized trust services which can be coordinated with the investment and banking services.  Philanthropy is a dedicated team with unique experience, independence and flexibility to provide philanthropy services for the most complex client circumstances.  These four areas combine to provide a service that is discreet, attentive, convenient, and highly individualized for clients seeking guidance through the complexities and issues that accompany wealth.

“Chartwell Partners is pleased to have served as the banking executive search firm for this engagement,“ said Scott Petty, Managing Partner of the firm’s Financial Services Practice.

Chartwell Partners is a national retained executive search firm known for its highly-disciplined approach to search execution and exceeding our Clients’ expectations. The firm specializes in the following industries: Consumer, Financial Services, Healthcare and Industrial with a focus on recruiting senior executives and board members for our Clients.   Each consultant brings professional search expertise as well as deep industry knowledge to each engagement.  Our Banking Executive Search Practice has been engaged by Clients to recruit board directors, functional or industry experts, and senior management for Regional Banks, Commercial Banks, and Community Banks.