The Coury Firm

Gregg Coury is a financial advisor at The Coury Firm with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has held leadership roles in various related firms, including CEO positions at The Coury Firm LLC and Coury Firm Business Advisory LLC. Outside of his advisory work, he serves as a board member of the Robert J Coury Family Foundation and is vice chairman of the investment committee at E'O Management LLC; he is also a passive owner of Eleventh Records, LLC. The Coury Firm provides investment advisory and wealth planning services to high-net-worth individuals, families, family offices, trusts, and other entities. The firm employs an open-architecture, manager-of-managers approach and combines private fund sponsorship with multi-family office and wealth-planning services.

Trevor Gulick Stutz is a financial advisor at The Coury Firm with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Orion Portfolio Solutions, Kaltroco, and Morgan Stanley and Co. LLC, as well as self-employment for several years. The Coury Firm provides investment advisory and wealth planning services to high-net-worth individuals, families, family offices, trusts, investment partnerships, private foundations, and retirement plans. The firm uses an open-architecture, manager-of-managers approach, combining third-party managers, ETFs, mutual funds, and private investments tailored to client investment policies, alongside managing private funds and pooled investment vehicles.

Ashley Chupka is a financial advisor at The Coury Firm with three years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Chase Bank, NA and BNY Mellon Wealth Management. The Coury Firm provides investment advisory and wealth planning services to high-net-worth individuals, families, family offices, trusts, investment partnerships, private foundations, and retirement plans. The firm uses an open-architecture, manager-of-managers approach and combines private fund sponsorship with multi-family office and wealth-planning services.

Paul Coury is a financial advisor with The Coury Firm in Pittsburgh, PA, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has worked at several related entities, including Coury Firm Asset Management LLC and PDC Management, Inc. Outside of his advisory roles, he operates an interior design business and provides business advisory and financial analysis services through a separate consulting firm. The Coury Firm offers investment advisory and wealth planning services to high-net-worth individuals, families, family offices, trusts, investment partnerships, private foundations, and retirement plans. The firm employs an open-architecture, manager-of-managers approach and combines private fund sponsorship with multi-family office and wealth-planning services.

Benjamin Sims is a financial advisor at The Coury Firm with 14 years of industry experience. He holds the Series 66 designation and previously worked at Ayco/Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. The Coury Firm provides investment advisory and wealth planning services to high-net-worth individuals, families, family offices, trusts, investment partnerships, private foundations, and retirement plans. The firm employs an open-architecture, manager-of-managers investment approach and combines private fund sponsorship with multi-family office and wealth-planning services.

Christian Ordonez is a financial advisor at The Coury Firm in Pittsburgh, PA, with five years of industry experience. He holds the Series 66 designation and has previously worked at Rockefeller Financial LLC, Goldman Sachs & Co. LLC, and The Ayco Company, L.P./Mercer Allied. The Coury Firm provides investment advisory and wealth planning services to high-net-worth individuals, families, family offices, trusts, and other entities. The firm uses an open-architecture, manager-of-managers approach that combines third-party managers, ETFs, mutual funds, and private investment vehicles tailored to each client’s investment policy.

James Dejaeger is a financial advisor at The Coury Firm in Pittsburgh, PA, holding a Series 66 designation with five years of industry experience. His prior experience includes roles at Innovia Wealth, LLC and Regal Financial Group. The Coury Firm provides investment advisory and wealth planning services to high-net-worth individuals, families, and institutional clients, utilizing an open-architecture, manager-of-managers approach that incorporates third-party managers, ETFs, mutual funds, and private investment vehicles. The firm also sponsors private funds and manages pooled investment vehicles alongside its multi-family office and wealth-planning services.

Daniel Novakowski is a financial advisor at The Coury Firm with 31 years of industry experience. He holds a Series 63 designation and has been with The Coury Firm and its related entities since 1998. Outside of his advisory role, Novakowski is the owner and photographer of Novakowski Photography in Pittsburgh. The Coury Firm provides investment advisory and wealth planning services to high-net-worth individuals, families, family offices, trusts, investment partnerships, private foundations, and retirement plans. The firm employs an open-architecture, manager-of-managers approach, combining third-party managers, ETFs, mutual funds, and private investment vehicles tailored to each client’s investment policy.

Craig Montanye is a financial advisor at The Coury Firm with 17 years of industry experience. He holds the Series 66 designation and has been with The Coury Firm and its related entities since 2014. The Coury Firm provides investment advisory and wealth planning services to high-net-worth individuals, families, family offices, trusts, and other private investment entities. The firm employs an open-architecture, manager-of-managers approach, combining third-party managers, ETFs, mutual funds, and private investment vehicles tailored to each client’s investment policy.