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OUR TEAM

OUR TEAM

  • 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 and the Jeff & Christine 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 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, the private family and private investment office of the Coury Family. He also serves as an officer and Chairman of the Board of Directors for The Jeff & Christine Coury Family Foundation, and 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.
  • 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 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.
  • Thomas Deutsch
    Co-Chief Investment Officer
    Tom is Co-Chief Investment Officer of The Coury Firm and a member of the Firm’s Investment Committee. In his role, Tom helps guide asset allocation decisions and design portfolio strategies for the Firm’s advisors and clients. Tom also co-leads the Firm’s Asset Management division, which is responsible for designing and deploying investment programs across private and public markets.
     
    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.
  • Jeff Coury II
    Co-Chief Investment Officer
    Jeff serves as Co-Chief Investment Officer and a member of the investment committee at The Coury Firm. He co-heads the Asset Management division of the Firm where he leads all investment management and research activities. Jeff also manages the firm’s private fund platform, where he leads the design and execution of multi-manager investment programs and direct investments in the most compelling areas of private markets.
     
    Previously, Jeff served for eight years as a Portfolio Manager for the Asset Management division and helped launch the Firm’s private investment platform. In addition to his role at The Coury Firm, Jeff is an officer and member of the Board of Directors for The Jeff & Christine Coury Family Foundation.

    Jeff earned his B.S. in Finance and Business Administration from the University of Southern California.
  • 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.
  • Marissa Fisher
    Senior Benefits Analyst
    Wellness & Risk Management

    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.
  • Kimberly Lynch
    Senior Benefits Analyst
    Wellness & Risk Management

    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. 
  • 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.
  • Craig Slaubaugh, CFP®
    Senior Wealth Strategist
    Private Wealth
    Craig is a Senior Wealth Strategist at The Coury Firm.  In his role, he works closely with a team of Wealth Advisors, Strategists, and Planners to develop comprehensive planning and guidance for the Firm's Private Wealth and Family Office clients. 

    Prior to joining The Coury Firm, Craig worked at a Multi-Family Office that served ultra high net worth individuals and business owners. He also served within the personal financial services group of a large regional public accounting firm and in private wealth management at PNC and KeyBank.

    Craig holds a Bachelor of Science and master's degree from Gannon University. He is a Certified Financial Planner™.
  • 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. 
  • 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.
  • James Kozej, CPA
    Wealth Planner
    Private Wealth
    James is a Wealth Planner for The Coury Firm. In his role, James supports the Firm’s Advisors in developing and implementing tailored wealth strategies across tax, trust and estate, investment, and balance sheet planning.

    Prior to joining the firm, James spent four years in public accounting. Most recently, James served as a Senior Associate at Baker Tilly focused on Private Wealth Tax. Previously, James was a Senior Associate at PricewaterhouseCoopers in the Wealth Management Tax group.

    James received his bachelor’s degree in accounting from John Carroll University and is a Certificated Public Accountant.
  • Jim 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.
  • 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.
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.

NOTICE OF PRIVACY PRACTICES

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

LEGAL NOTICE & TERMS OF USE

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.

2. Use License

Permission is granted to temporarily download one copy of the materials (information or software) on Site for personal, non-commercial transitory viewing only. This is the grant of a license, not a transfer of title, and under this license you may not:

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.

Use of this Site may be monitored, tracked and recorded. Anyone using this Site expressly consents to such monitoring, tracking and recording. You are responsible for being familiar with the current version of these Terms and Conditions posted on the Site during each session.

The works of authorship contained in this Site, including but not limited to all design, text, sound recordings, and images, are owned, except as otherwise expressly stated, by The Coury Firm or one of its affiliates. Except as otherwise expressly stated herein, they may not be copied, transmitted, displayed, performed, distributed (for compensation or otherwise), licensed, altered, framed, stored for subsequent use, or otherwise used in whole or in part in any manner without the owner’s prior written consent, except to the extent permitted by the Copyright Act of 1976 (17 U.S.C. § 107), as amended, and then, only with notices of the owner’s proprietary rights. Except for any third party exchange data, you may download information and print out a copy for your personal use, so long as you do not remove any copyright or other notice as may be contained in information, as downloaded.

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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.

4. Past Performance

Any performance data or comments expressed on the Site are an indication of past performance. Past performance is not indicative of future results; no representation is being made that any investment will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided. Information provided in case studies are for illustrative purposes only. All insights are subject to a disclaimer included in such materials. Any material excerpted or summarized is subject to the terms of the disclaimer. The information on the Site, including insights, is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. Any investments discussed on the Website may fluctuate in price or value. Investors may get back less than they invested.

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7. Limitations

In no event shall The Coury Firm or its suppliers be liable for any damages (including, without limitation, damages for loss of data or profit, or due to business interruption,) arising out of the use or inability to use the materials on the Site, even if The Coury Firm or authorized representative of The Coury Firm has been notified orally or in writing of the possibility of such damage. Because some jurisdictions do not allow limitations on implied warranties, or limitations of liability for consequential or incidental damages, these limitations may not apply to you.

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9. Links to other sites

Links to unaffiliated websites are provided solely as pointers to information on topics that may be useful to users of this Site, and we have no control over the content on such unaffiliated websites. If you choose to link to a website we do not control, we make no warranties, either express or implied, concerning your use of or inability to use such site, the content of such site, including the accuracy, completeness, reliability, or suitability thereof for any particular purpose, nor do we warrant that such site or content is free from any claims of copyright, trademark, or other infringement of the rights of third parties or that such site or content is devoid of viruses or other contamination. We do not guarantee the authenticity of documents on the Internet. Links to unaffiliated sites do not imply any endorsement of or responsibility for the opinions, ideas, products, information, or services offered at such sites, or any representation regarding the content at such sites and we expressly disclaim any such endorsement or representation. In addition, these third party websites may have a privacy policy or security practices different from this Site so it is important to read the policies of those sites before sharing your personal information.

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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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