Client Bookkeeping Director

Josh Coury named Senior Managing Director. March 05, 2026 Tolleson Wealth Management has appointed Josh Coury, CPA*, CFA(R), as Senior Managing Director on the Client Advisory Team, recognizing his leadership, deep advisory experience, and a longstanding commitment to serving client families. Josh is a senior advisor on Tolleson's Client Advisory Team, where he serves as a trusted partner to ultra-high-net-worth individuals and families. In this role, he acts as the primary relationship lead and strategic coordinator across all private wealth management services, overseeing the delivery of comprehensive, goals-based planning that integrates investment strategy, financial planning, charitable planning, family governance, and multigenerational wealth-transfer solutions. "This work is about trust, relationships, and helping families navigate important decisions with confidence," he commented. "I am grateful for the opportunity to continue doing that alongside a hardworking team." Josh's perspective and leadership extend beyond his day-to-day work with client families. Most recently, he participated as a panelist at the Compass Luxury Summit, joining leaders from other luxury industries to discuss how high-touch organizations collaborate, intersect, and build enduring brands. His involvement in industry thought leadership further highlights his commitment to advancing the client experience and upholding Tolleson's values. Josh additionally plays a meaningful leadership role within the firm. He contributes to the development of advisory standards, client experience initiatives, and long-term strategic priorities, while also mentoring and developing advisory talent across the organization. His collaborative approach helps strengthen connections across disciplines and supports Tolleson's commitment to delivering a highly integrated wealth management experience. Before joining Tolleson Wealth Management in 2013, Josh served as a Manager at Deloitte, where he led financial statement audits and internal control assessments for public companies, private enterprises, investment companies, and nonprofit organizations, with a focus on hedge funds and private equity firms. He earned a Bachelor of Science in Accounting and Finance from Creighton University and holds both the Certified Public Accountant and Chartered Financial Analyst designations. Josh's promotion was recognized as part of Tolleson's 2026 promotions celebration, honoring individuals whose leadership and dedication continue to strengthen the firm and support its long-term vision. These leadership promotions reflect Tolleson's commitment to client service and enduring stewardship. Please join Tolleson Wealth Management Inc in congratulating Josh on this well-deserved promotion and his continued leadership at Tolleson Wealth Management. *Not a CPA Firm.

Tolleson Private Bank earns national recognition with ABA Foundation. Tolleson Private Bank has recently received an honorable mention for its community work at this year's American Bankers Association (ABA) Foundation Community Commitment Awards. This program recognizes financial institutions that demonstrate a strong commitment to their communities. Tolleson Private Bank was selected specifically for its local outreach and service. "We are honored to be recognized by the ABA Foundation," said Alta Mantsch, Executive Vice President at Tolleson Private Bank. "Our team remains dedicated to providing support for our community that goes beyond a simple financial transaction. We strive to listen to the needs of our neighbors and design solutions for the resources needed to thrive." The ABA Foundation's 2025 Community Commitment Awards Program celebrates banks for their outstanding service and impact in local communities. The awards honor initiatives in categories such as affordable housing, economic development, financial education and inclusion, senior protection, military family support, and volunteerism. These programs exemplify how banks of all sizes drive positive change and set the standard for corporate social responsibility nationwide. This recognition underscores Tolleson Private Bank's ongoing commitment to its service-first culture. Award disclosures: Data submitted as of July 2025. ABA selected firms for this award based on their response to an application about the needs of the community, institution's role and involvement, program uniqueness and creativity, sustainability, results, and community partnerships. Entries were scored based on compelling narratives that illustrated impactful community outreach and provide supporting statistics - such as volunteer hours, resources, or other measurable benefits. Out of 37 banks that applied, 12 made it to the final round. Tolleson Private Bank did not pay to participate in this program. This ranking published in October 2025.