Associate Advisor - The Coury Firm. Company Overview. The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $4.5 billion in client net worth. REPORTS TO. The Associate Advisor will report directly to the Lead Adviso...
Company Overview. The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $4.5 billion in client net worth. REPORTS TO. The Investment Reporting Associate will report directly to the Manager of Investment Reporting, o...
Reports To. The Client Service Associate will report directly to the Sr. Advisor as well as to the Managing Director of Investment Operations, or their designee. Position Summary. The position of Client Service Associate for The Coury Firm’s Private Wealth division (the “Firm”) is a core member of the Wealth team. The Client Service Associate will be responsible for directly supporting the Firm’s Wealth Advisors on all aspects of client administr...
