DALLAS, April 2, 2019 /PRNewswire/ -- Tolleson Wealth Management is pleased to announce the hire of Rick Lafitte to serve as president of Tolleson Private Bank. In this role, Lafitte brings 35 years of experience in banking and financial services to the Tolleson Wealth Management family.
"Having a private bank is an integral and important piece of our overall business. It is extremely important that we maintain customer service, embrace technology and provide a seamless service to our clients," says Carter Tolleson, CEO at Tolleson Wealth Management. "With Rick, we gain someone whose knowledge and experience will help ensure the services of our private bank are industry leading while also helping to cultivate new relationships and sustain overall growth."
As president of Tolleson Private Bank, Lafitte will be responsible for leading the strategic growth of the firm's private banking services and relationships and will serve as a liaison between the bank and the community.
"I am thankful for the opportunity to work with an organization that is well regarded in the community I call home," says Lafitte. "Tolleson Wealth Management is truly committed to serving all aspects of the potential financial needs of its clients, and I look forward to helping both manage and facilitate growth for Tolleson Private Bank."
Prior to joining the firm, Lafitte served as a senior vice president at several Dallas/Park Cities area banks, including LegacyTexas Bank, Bank of Texas and Northern Trust, where he focused on managing relationships with high-net-worth individuals for loan, deposit and investment management opportunities. A graduate of Highland Park High School, Lafitte received his Bachelor of Science in electrical engineering from the University of Texas and an MBA from Southern Methodist University. He is also a graduate of the SW Graduate School of Banking at SMU.
About Tolleson Wealth Management
Founded in 1997 as a family office for the Tolleson family, Tolleson Wealth Management has grown into a multi-family office serving a select group of clients with substantial wealth with all things financial. The firm is uniquely designed to provide these clients with a broad range of services that enable them to enjoy their wealth. Located in Dallas, the team unites under a unique purpose: to develop the well-being of both clients and colleagues by offering end-to-end services including strategic wealth management and financial planning, family education and governance, investment management, trust and estate planning, tax* and bookkeeping, private banking and strategic philanthropy. For more information, please visit tollesonwealth.com.
*Tolleson Wealth Management is not a CPA firm.
SOURCE Tolleson Wealth Management