• Gregg S. Coury
    Chief Executive Officer,
    Chief Compliance Officer

    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
    Executive Chairman

    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 Coury
    President, Chief Investment Officer

    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 Coury
    Principal, Senior Wealth Director
    Private Wealth

    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 firms 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 Coury
    Director of Compliance

    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.

    Santino resides in Los Angeles, CA where he enjoys being active outdoors and traveling in his free time.

  • Thomas Deutsch
    Managing Director of Private Wealth
    Tom is Managing Director of Private Wealth of The Coury Firm and a member of the Firm’s Investment Committee where he helps guide asset allocation decisions and portfolio strategies for our clients. He is also responsible for supporting the continued development of our Firm’s proprietary asset management solutions.

    Prior to joining The Coury Firm, Tom spent 15 years in portfolio management and investment research. Most recently, Tom served as Principal Portfolio Manager of a long/short equity portfolio.  Previously, Tom worked for ten years at Neuberger Berman. He was a Senior Vice President of Neuberger Berman and Senior Securities Analyst for the Neuberger Berman Multi-Cap Opportunities Strategy, a multi-billion-dollar equity portfolio. During his tenure, the Strategy’s mutual fund was a top-rated fund by Morningstar and Lipper “Category King” recipient. Previously, Tom was an Associate in Neuberger Berman’s Office of the Chief Investment Officer where he supported the firm’s macroeconomic research and thematic investing. He also helped establish and build Neuberger Berman’s Investment Strategy Group where he was responsible for capital markets analysis and the development of multi-asset class investment solutions. 

    Tom began his career as an Analyst at Lehman Brothers, and graduated magna cum laude from Colby College. Tom is married with two young children and currently lives in Sewickley, PA.
  • Joseph Abdalah
    Vice President
    Corporate & Business Advisory
    Joe is Vice President for the Corporate and Business Advisory Division of The Coury Firm. In his role, Joe provides families, founders, and entrepreneurs guidance on key business initiatives, including growth and exit strategies, financial planning and analysis, buy and sell-side acquisitions, mergers and partnerships, and refinancing activities. 

    Prior to joining The Coury Firm, Joe served as Manager of Mergers and Acquisitions at a family-owned holding company in Pittsburgh, where he was responsible for executing the company’s acquisition strategy and family office private investments. He has closed more than 15 acquisitions with a combined deal value over $350 million. 

    Joe graduated manga cum laude from the University of Pittsburgh, and earned his MBA from the Rice University Jesse Jones Graduate School of Business.
  • Jason Pafko
    Senior Associate
    Corporate & Business Advisory
    Jason Pafko is a Senior Associate for the Corporate and Business Advisory Division at The Coury Firm. In his role, he is responsible for assisting families, founders, and entrepreneurs with guidance on key business initiatives, including growth and exit strategies, financial planning and analysis, buy and sell-side acquisitions, mergers and partnerships, and refinancing activities.

    Prior to joining the team, Jason worked in investment banking and private equity fields for more than four years. He has worked on M&A transactions in a variety of industries.

    Jason earned his Bachelor of Arts in Finance from Bethel University located in Minnesota.
  • Daniel Novakowski, M.S.T.
    Senior Wealth Advisor /
    Private Wealth

    Daniel is a valued member of the Multi-Family Office and Private Wealth client group, where he develops and implements comprehensive wealth planning strategies for clients both domestically and international. His focus centers around integrating corporate structure, governance, estate planning, and tax efficiencies specific to each client’s needs. Daniel connects closely with the firm’s clients and outside advisers to ensure all aspects of the client’s wishes are fulfilled.

    Having joined the firm in 1993, he has served in many roles and capacities over his 25 years supporting business and corporate advisory clients, private wealth and multi-family offices, and business operations.

    Daniel earned both his Master’s degree in Taxation and his Bachelor’s degree in Finance at Robert Morris University in Pittsburgh. Outside of his work at The Coury Firm, Daniel is an avid photographer and he and his wife love to travel the world, having visited over 25 countries in Europe and the Caribbean.

  • Velma Coronado, CPA
    Senior Strategist, Tax
    Private Wealth
    Velma Coronado is a Senior Strategist at The Coury Firm. In her role, Velma collaborates with the Wealth Advisory Team on tax strategy, planning, and compliance. Velma also provides bill pay, accounting, and financial reporting services to the Firm’s Multi-Family Office clientele.

    Prior to joining The Coury Firm, Velma was a Director at Armanino LLP, specializing in family office services and tax compliance for high-net-worth individuals and their related entities. Velma has advised and provided holistic wealth preservation techniques and services for over ten years through her experience in both the private and public sector.

    In addition to her role at The Coury Firm, Velma is the Financial Controller and Tax Director at ÉO Management, a family office of the Coury Family. She is responsible for the firm’s financial affairs by administering treasury functions, managing tax compliance, and overseeing financial reporting.

    Velma is a Certified Public Accountant in the State of California and holds a Bachelor of Science from the USC Leventhal School of Accounting. Velma was selected from the California Community Foundation as a Rising Star in 2021 and by the Los Angeles Business Journal as a Top Minority CPA in 2020.
  • Benjamin Sims, JD
    Wealth Advisor/Strategist
    Private Wealth
    Ben is a Wealth Advisor/Strategist for the Firm’s Private Wealth and Family Office Division. In his role, Ben leads a team of Wealth Planners and Wealth Servicers and is responsible for designing and implementing customized, holistic Wealth Planning and Investment strategies for clients.

    Prior to joining the Firm, Ben spent 12 years at Goldman Sachs Ayco Personal Financial Management. He began his career as a financial advisor at Morgan Stanley Smith Barney.

    A licensed attorney, Ben achieved his J.D. from the University of Pittsburgh School of Law and earned a B.A. from Pennsylvania State University.

    Ben resides in Mount Lebanon with his wife and two young children.
  • Craig Montanye
    Senior Wealth Advisor
    Private Wealth

    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. He is a resident of downtown Pittsburgh, spending his free time playing guitar and enjoying sporting events and concerts.

  • Nicole White, CRPC®
    Wealth Advisor & Director of Planning
    Private Wealth
    Nicole is Wealth Advisor & Director of Planning with the Private Wealth and Family Office division where she works closely with the Firm’s Wealth Advisors and Strategists to develop comprehensive and efficient planning strategies for each client’s unique situation. 

    With 15 years' experience in the wealth management industry where she most recently served as an Assistant Vice President and Wealth Management Advisor, Nicole has assisted generations of families in growing and protecting their wealth. 

    Nicole holds a Bachelor of Science in Business from Pennsylvania State University and is also a Chartered Retirement Planning Counselor. In addition to spending time with their three children, Nicole and her husband, Lute, enjoy golfing, the outdoors, and volunteering for local charities. They reside in Fox Chapel, PA.
  • James Barbour
    Director of Operations
    Private Wealth
    Jim Barbour is the Director of Operations, Private Wealth for The Coury Firm. In his role he is responsible for managing and providing operational support, developing and documenting operational processes, and partnering with external vendors and custodians to create efficiencies.

    Prior to joining the firm, Jim has 15 years of experience in the banking industry at The Bank Of New York Mellon, most recently as a Vice President of Issuer and Loan Services servicing Syndicated Bank Loans. He helped with overall servicing needs, reconciliation, project management, operational procedures, monitoring outgoing wire requests, and helped meet client and advisor needs while managing a team of 30. Jim also has experience as a Securities Analyst in Operations and Control within Wealth Management and Escrow Servicing during his time at BNY Mellon.

    Jim earned his AS in Business Management from the Community College of Allegheny County located in Pittsburgh.
  • Kimberly Lynch
    Senior Benefits Analyst
    Wellness & Risk Management

    Kimberly Lynch is a Senior Benefit Analyst in the firms 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 Coury 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. She is a mother of four and resides in the North Hills area.

  • Marissa Fisher
    Senior Benefits Analyst
    Wellness & Risk Management

    Marissa Fisher is a Senior Benefits Analyst in the 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. Marissa resides with her husband, William, in Greensburg, Pennsylvania.

  • Elizabeth Osborn
    Marketing Associate
    Liz Osborn is the Marketing Associate for The Coury Firm. In her role, she is responsible for marketing, event planning, and corporate communications.

    Prior to joining the Firm, she served as a Development Coordinator for St. Anthony School Programs where she was responsible for grant writing, marketing and social media, and event planning.  Liz currently serves as the Executive Secretary and Marketing/Content Creation Chairman for PGH Museums, a non-profit organization that supports the arts and historical landmarks in Southwestern PA.

    Liz graduated from High Point University in North Carolina with a M.A. in Communications and Business Leadership and a B.S.B.A. in International Business, with minors in Italian, Art History, and Economics.
  • Jeff Coury II
    Portfolio Manager
    Asset Management

    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 and currently resides in Los Angeles, CA.

  • Juliano Coury
    Portfolio Manager
    Asset Management

    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 Coury
    Portfolio Analyst
    Asset Management

    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.

    Andreo resides in Los Angeles, CA where he likes to spend time with family and friends, watch professional and collegiate sports, and travel.

Our success has been predicated on surrounding ourselves with high quality people who bring with them a team-oriented mentality, their own intellectual capital, as well as their commitment to our "Client-First" philosophy.


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:

Effective June 01, 2018


1. Terms

By accessing this website (“Site”), you are agreeing to be bound by these web site Terms and Conditions of Use, all applicable laws and regulations, and agree that you are responsible for compliance with any applicable local laws. If you do not agree with any of these terms, you are prohibited from using or accessing this site. The materials contained in this web site are protected by applicable copyright and trade mark law.

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This license shall automatically terminate if you violate any of these restrictions and may be terminated by The Coury Firm at any time. Upon terminating your viewing of these materials or upon the termination of this license, you must destroy any downloaded materials in your possession whether in electronic or printed format. You are strictly prohibited from unauthorized use of our systems or the Site, including but not limited to unauthorized entry into our systems, misuse of passwords, or misuse of any information posted to the Site.

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You acknowledge that the content of Site is for general, informational purposes only and is not intended to constitute an offer to sell or buy any securities or other assets or promise to undertake or solicit business, and may not be relied upon in connection with any offer or sale of securities or other assets. An offer or solicitation will be made only through a final private placement memorandum, subscription agreement, and other related documents with respect to a particular investment opportunity and will be subject to the terms and conditions contained in such documents, including the qualifications necessary to become an investor. The Coury Firm makes no representations that any information provided via the Site is accurate, current, or complete. You are solely responsible for evaluating the risks and merits regarding the use of the Site and any services provided herein.

The Coury Firm does not utilize the Site to provide investment or other advice, and nothing on the Site is to be deemed a recommendation that you buy, sell, or hold any security or other investment or that you pursue any investment style or strategy. The Coury Firm only provides investment advice under a formalized arrangement including an investment advisory contract. If you would like investment, accounting, tax, or legal advice, you should consult with your own advisors with respect to your individual circumstances and needs.

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