Josh Coury Named Senior Managing Director

Tolleson Wealth Management has appointed Josh Coury, CPA*, CFA®, as Senior Managing Director on the Client Advisory Team, recognizing his leadership, deep advisory experience, and a longstanding commitment to serving client families. 

Josh is a senior advisor on Tolleson’s Client Advisory Team, where he serves as a trusted partner to ultra‑high‑net‑worth individuals and families. In this role, he acts as the primary relationship lead and strategic coordinator across all private wealth management services, overseeing the delivery of comprehensive, goals‑based planning that integrates investment strategy, financial planning, charitable planning, family governance, and multigenerational wealth‑transfer solutions.  

“This work is about trust, relationships, and helping families navigate important decisions with confidence,” he commented. “I am grateful for the opportunity to continue doing that alongside a hardworking team.”

Josh’s perspective and leadership extend beyond his day‑to‑day work with client families. Most recently, he participated as a panelist at the Compass Luxury Summit, joining leaders from other luxury industries to discuss how high‑touch organizations collaborate, intersect, and build enduring brands. His involvement in industry thought leadership further highlights his commitment to advancing the client experience and upholding Tolleson’s values.  

Josh additionally plays a meaningful leadership role within the firm. He contributes to the development of advisory standards, client experience initiatives, and long‑term strategic priorities, while also mentoring and developing advisory talent across the organization. His collaborative approach helps strengthen connections across disciplines and supports Tolleson’s commitment to delivering a highly integrated wealth management experience.  

Before joining Tolleson Wealth Management in 2013, Josh served as a Manager at Deloitte, where he led financial statement audits and internal control assessments for public companies, private enterprises, investment companies, and nonprofit organizations, with a focus on hedge funds and private equity firms. He earned a Bachelor of Science in Accounting and Finance from Creighton University and holds both the Certified Public Accountant and Chartered Financial Analyst designations. 

Josh’s promotion was recognized as part of Tolleson’s 2026 promotions celebration, honoring individuals whose leadership and dedication continue to strengthen the firm and support its long‑term vision. These leadership promotions reflect Tolleson’s commitment to client service and enduring stewardship. 

Please join us in congratulating Josh on this well‑deserved promotion and his continued leadership at Tolleson Wealth Management. 

*Not a CPA Firm.