Gregg is Chief Executive Officer of The Coury Firm and a member of the Board of Directors. As CEO, he is responsible for leading the Firm’s business strategy and overseeing all facets of the Firm’s offerings. Gregg also serves as Chief Compliance Officer of the Firm, overseeing all compliance and regulatory matters. Gregg was instrumental in creating and refining the Firm’s integrated service model and Multi-Family Office platform.
For over 20 years, Gregg has advised prominent families and businesses through a myriad of challenges including mergers and acquisitions, wealth transfers, business exit strategies, succession planning and governance, and other family office and corporate matters.
Having joined the Firm in 1996, Gregg has served in a number of roles and capacities, most recently as President.
In addition to his role at The Coury Firm, Gregg serves as a member of the Board of Directors and is on the Investment Committee for ÉO Management, a family and private investment office of the Coury Family. He is also a member of the Board of Directors for The Robert J. Coury Family Foundation.
Gregg earned his B.A. in Business Finance and Economics from Duquesne University and currently resides in Upper St. Clair of Pittsburgh with his wife and 5 children.
Jeff Coury serves as Executive Chairman of The Coury Firm. Jeff brings a unique skillset to the team through his leadership qualities and business acumen. Joining the Firm in 1995, Jeff has been able to perform successful engagements through the Firm’s Business Advisory division across numerous industries. He is a distinguished client advocate and management executive with unique, problem-resolution capabilities and is well-respected for his leadership.
Jeff is currently the Managing Partner and Chief Executive Officer at Mortgage Connect, LP. Mortgage Connect is one of the nation’s largest, independent mortgage service providers serving the Origination, Default, Capital Markets, Technology, and Document Solutions markets through offices in Pittsburgh, New York, Dallas, Denver and Irvine California. Under Jeff’s leadership, Mortgage Connect has grown to become one of the industry’s most respected mortgage service providers in the country, strategically partnered with the top lenders and servicers in the nation.
Prior to joining and recapitalizing Mortgage Connect in 2012, he began his tenure in the mortgage services industry as an advisor to ServiceLink in 1997. Through Coury Firm’s Business Advisory practice, Jeff was named ServiceLink’s Chief Executive Officer in 2002. He grew Servicelink to a national, multi-platform organization more than tripling revenue and headcount. In 2005, Jeff spearheaded ServiceLink’s sale to Fidelity National Financial, where he remained as the company’s chief executive until 2011. During this time span, he quadrupled the company’s revenue through acquisition and organic growth.
Jeff is a member of the Board of Directors and Investment Committee for ÉO Management, a family and private investment office of the Coury Family. He also serves as a member of the Board of Directors for The Robert J. Coury Family Foundation.
Jeff earned his B.S. in Business Administration with a major in Finance and Economics from Duquesne University and currently resides in Pittsburgh, PA with his wife and 7 children.
Robertino is the President & Chief Investment Officer of The Coury Firm and a member of the Board of Directors. He is responsible for leading and executing on the key strategic initiatives of the company. In parallel to his role as President, Robertino heads the Asset Management division of the Firm as the Chief Investment Officer and leads all investment management and research activities, which are primarily focused on developing and implementing quantitative investment strategies that trade global financial markets.
Prior to joining The Coury Firm, Robertino co-founded Eleventh Records, an independent music label, where as a producer and songwriter he launched a single in 2010 that charted on the U.S. Mainstream Top 40 and #11 on the Billboard U.S. Dance Charts.
In addition to his role at The Coury Firm, Robertino serves as the President and Chair of the Investment Committee for ÉO Management, a family and private investment office of the Coury Family. He is also the Treasurer and member of the Board of Directors for The Robert J. Coury Family Foundation.
Robertino currently resides in Los Angeles, CA, where he heads the firm’s West Coast Office.
Paul is a Principal and Senior Wealth Director of The Coury Firm. Paul brings over 30 years of experience working with affluent individuals and families to help manage the complexities that arise while growing and preserving their wealth. Paul utilizes his seasoned business background to provide corporate and business advisory services to closely held businesses. He also works closely with the Firm's Wellness & Risk Management team to deliver comprehensive employer benefit solutions to both private and public companies. Paul currently serves as the Co-Chair of the Firm’s Private Wealth Investment Committee.
Paul earned his B.A. in Mechanical Engineering from the University of Pittsburgh. He is a Pittsburgh native, married and has four sons. He and his family currently reside in Sewickley, Pennsylvania.
Santino is Director of Compliance for The Coury Firm. Under the direction of the Chief Compliance Officer, Santino supports the development, implementation and ongoing refinement of the Firm’s compliance program.
Prior to joining The Coury Firm, Santino worked at Bank of America Merrill Lynch as a Financial Solutions Adviser for their affluent customers, and in 2014 took an opportunity to join Ayco, a Goldman Sachs Company, as a Financial Analyst. In addition to his role at The Coury Firm, Santino serves as Chief Operating Officer and member of the Investment Committee for ÉO Management, a family and private investment office of the Coury Family. Santino received his B.S. in Finance from the University of Pittsburgh.
Craig is a Senior Wealth Advisor working with the Firm’s Private Wealth and Corporate Retirement Plan Clients. Having joined The Coury Firm in 2014, Craig works closely with the Firm’s Wealth Strategists and Wealth Planners to develop customized, comprehensive Wealth Planning strategies to support each client’s unique goals.
Prior to joining the Firm, Craig was a Senior Financial Analyst at The Ayco Company in Latham, New York, where he provided financial counseling to Fortune 500 executives and other high net worth individuals. Prior to that, he was an Assistant Wealth Manager at a Wealth Management firm in Albany, New York. He began his career as a Financial Advisor for AXA Advisors in Clifton Park, New York.
Craig earned his BBA in Finance at St. Bonaventure University in St. Bonaventure, New York.
Kimberly Lynch is a Senior Benefit Analyst in the Firm's Wellness & Risk Management division, focusing on evaluating benefit plans for corporate clients and building customized effective solutions for their employees.
Her valuable experience ranges from the design and development of benefit and incentive plans to the administration of healthcare and employee programs for both non-union and union workforce. In addition, Kimberly has designed and implemented wellness programs. Her expertise also assists our private clients and multi-family offices in understanding their coverage, evaluating compliance and finding solutions that meet their family’s needs.
Kimberly joined The Coury Firm in 2017, following a 13-year career at Harbison Walker International, where she most recently held the position of Supervisor of Health & Welfare Benefits.
Kimberly attended La Roche College in Pittsburgh.
Marissa Fisher is a Senior Benefits Analyst in The Coury Firm’s Wellness & Risk Management division providing strategic advice, custom benefit plans and guidance around compliance and wellness. Marissa works closely with the Firm’s large, mid and small employer group clients in both public and private sectors. Her experience ranges from designing holistic and comprehensive employee benefit strategies to custom employee wellness programs, all the while focusing on the culture of the client’s business.
Marissa serves as an extension to our clients’ Human Resources departments to help maximize employee-engagement and minimize risk. She joined Coury in 2011, from Scott Medical Health Center in Pittsburgh, where she worked as an Administrator and Community Relations Assistant.
Marissa earned a B.A. in Communication at Slippery Rock University of Pennsylvania.
Jeff serves as Portfolio Manager for the Asset Management division at The Coury Firm. He is responsible for the development, management, and execution of the division’s quantitative investment program and its underlying proprietary models. Jeff co-heads the research process and development of the Firm’s systematic-based trading techniques and also oversees all aspects related to hedge fund operations, risk management, and portfolio construction. Jeff plays an integral role on the investment research, collaborating with the team to deliver innovative portfolio ideas through a combination of unique data analytics and thoughtful risk controls.
In parallel to his role at The Coury Firm, Jeff also serves as a member of the Investment Committee for ÉO Management, a family and private investment office of the Coury Family. Jeff earned his B.S. in Finance and Business Administration from the University of Southern California.
Juliano is a Portfolio Manager for the Asset Management division of The Coury Firm. He is responsible for implementing and managing the division’s quantitative investment program. Juliano co-heads the research process, and development of the Firm’s systematic-based trading techniques, and also oversees all aspects related to hedge fund strategy, risk management, and portfolio construction. In addition, he assists in overseeing various business and operational initiatives that support and streamline the investment processes.
In addition to his role at The Coury Firm, Juliano serves as a member of the Investment Committee for ÉO Management, a family and private investment office of the Coury Family. Prior to joining Coury, Juliano received his M.S. and B.S. in Finance from USC’s Marshall School of Business and currently resides in Los Angeles, CA.
Andreo is a Portfolio Analyst for the Asset Management division of The Coury Firm. Andreo works closely with the Portfolio Managers to administer the day-to-day operational activities for its quantitative investment strategies. Andreo assists the team with pre and post trade compliance, account reconciliation between data vendors, and hedge fund accounting and reporting. He also supports the team’s thought leadership and publications surrounding behavioral finance and systematic investing.
In addition to his role at The Coury Firm, Andreo works at ÉO Management, a family and private investment office of the Coury Family. Andreo received his B.S. in Finance and Business Administration from the University of Southern California.
Your privacy is very important to us and our firm is committed to safeguarding the confidential information of our clients and investors. This notice (this “Notice of Privacy Practices”) is provided by Coury Firm Asset Management LLC d/b/a The Coury Firm, a registered investment adviser with the United States Securities and Exchange Commission (SEC), a commodity pool operator registered with the U.S. Commodity Futures Trading Commission (CFTC) and a member of the National Futures Association (NFA). This document sets forth the policies with respect to the collection, sharing and protection of non-public personal information of our clients and investors (either current, prospective and former). We collect non-public personal information in order to open and administer your client accounts with us, and for qualified investors, when they subscribe to our affiliated private funds. We also may collect your personal information from other sources, such as affiliates. We hold all non-public personal information provided to us in the strictest confidence. If we were to change our firm policy, we would be prohibited under the law from doing so without advising you first.
You may direct us not to make disclosures (other than disclosures required by law) regarding non-public personal information to non-affiliated third parties. If you wish to opt out of disclosures to non-affiliated third parties please contact our Compliance Office at compliance@couryfirm.com or 412-261-5744.
The Coury Firm collects personal information about you from the following sources that may include but are not limited to:
The Coury Firm uses your personal information in the following manner:
1. Terms
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8. Site Terms of Use Modifications
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9. Links to other sites
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11. Legal entity disclosure
The Coury Firm is the marketing name for The Coury Firm Holdings LP and its affiliates and subsidiaries. All investment advice is provided through Coury Firm Asset Management LLC, an SEC registered investment adviser. All management consulting services are provided through Coury Firm Business Advisory LLC. All wellness and risk management services, including insurance analysis and recommendations, are provided through The Coury Firm LLC. Registration with the SEC does not imply a particular level of skill or training.
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