Josh Coury

Josh Coury, CPA*, CFA®, is Senior Managing Director on the Client Advisory Team at Tolleson Wealth Management. He serves as a senior advisor and trusted partner to ultra-high-net-worth individuals and families, acting as primary relationship lead and strategic coordinator across all private wealth management services. Josh oversees the delivery of comprehensive, goals-based planning, integrating investment strategy, financial planning, charitable planning, family governance, and multigenerational wealth-transfer solutions.

In addition to his client-facing responsibilities, Josh plays a key leadership role at the firm, contributing to the development of advisory standards, client experience initiatives, and long-term strategic priorities. He is actively involved in mentoring and developing advisory talent, fostering collaboration across multiple disciplines, and supporting the firm’s commitment to delivering a highly integrated wealth management experience. He also serves on the firm’s CEO Committee, Trust Committee, and Investment Committee.

Prior to joining Tolleson Wealth Management in 2013, Josh served as a Manager at Deloitte, where he led financial statement audits and internal control assessments for a broad range of clients, including public companies, private enterprises, investment companies, and nonprofit organizations. His experience focused heavily on investment company audits, particularly hedge funds and private equity firms.

Josh earned a Bachelor of Science in Accounting and Finance from Creighton University. He is a Certified Public Accountant (CPA*) and a Chartered Financial Analyst charterholder. He is a member of the American Institute of CPAs and serves on the Board of Directors for The Mike Steele Foundation for Communities in Schools. Josh brings more than a decade of accounting, advisory, and wealth management experience to his role at Tolleson Wealth Management.

*Not a CPA Firm.