Director, Client Advisory Team
Josh Coury, CPA*, CFA®, is a Director on the Client Advisory Team. He serves as a primary advisor and works closely with wealthy families to navigate all things financial. By creating a customized approach based on client goals, he coordinates a wide range of services to manage, sustain, and grow wealth while sustaining a family’s identity and character.
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.