Managing Director, Client Advisory Team
Josh Coury, CPA*, CFA®, is a Managing Director on the Client Advisory Team. He serves as a senior advisor, primary contact, and coordinator for all private wealth management client services. Josh provides the comprehensive financial planning and oversight process for clients by identifying, implementing, and monitoring strategies that help meet each client’s investment, financial, charitable, family legacy, and wealth-transfer goals.
Prior to joining Tolleson Wealth Management in 2013, Josh served as Manager at Deloitte. He performed financial statement audits and internal control assessments of a variety of clients including public companies, private companies, investment companies and non-profits. He specialized in audits of investment companies, mainly hedge funds and private equity companies.
Josh earned a Bachelor of Science in both Accounting and Finance from Creighton University. He is a Certified Public Accountant (CPA*) and is a Chartered Financial Analyst charterholder. He is a member of the American Institute of CPAs, the Chartered Financial Analyst Society of Dallas-Fort Worth and serves on the Board of Directors for The Mike Steele Foundation for Communities in Schools. Josh brings more than a decade of accounting and general financial consulting experience to his position at Tolleson Wealth Management.
*Not a CPA Firm.