Markets aren’t just about stocks and bonds anymore; they’re about access, structure, and who you’re investing alongside.

In this episode, Michael Parise sits down with Jeff Coury II and Tom Deutsch of The Coury Firm to unpack how high-net-worth families are navigating public and private markets, and why traditional portfolio strategies may no longer be enough.

They share how their multi-family office approach evolved from business advisory into full-scale asset management, as well as why alternative investments are playing a bigger role than ever.

Listen in to learn how families transition after a liquidity event, why private markets can offer stronger long-term opportunities, and how The Coury Firm built its P.I. Gateway platform to solve access, diversification, and administrative challenges in alternative investing.

What you’ll take away:

• How multi-family offices manage complex family wealth
• The difference between single-family and multi-family offices
• What happens after a major liquidity event
• Why alternative investments are growing in importance
• How to evaluate private equity and hedge fund opportunities
• The risks and rewards of illiquid investments
• How to access institutional-quality investments
• The role of long-term thinking in portfolio construction
• And more!

Connect with John and Michael Parise:

• 856-988-8300
• Copper Beech Financial Group
• LinkedIn: John Parise
• LinkedIn: Michael Parise
• LinkedIn: Copper Beech Financial Group, LLC
• Facebook: Copper Beech Financial Group, LLC

Connect with Jeff and Tom:

• LinkedIn: Jeff Coury II
• LinkedIn: Tom Deutsch
• The Coury Firm

About Our Guests:

Jeff Coury II is President & Co-Chief Investment Officer at The Coury Firm, a multi-family office and financial services firm with over 40 years of experience advising business owners and high-net-worth families. He focuses on asset management, strategic capital allocation, and building investment platforms that provide access to institutional opportunities.

Tom Deutsch is Co-CIO of The Coury Firm and brings over 20 years of investment experience, including time at Lehman Brothers and Neuberger Berman. He specializes in portfolio construction, manager selection, and aligning investment strategies with long-term client goals.

Together, they oversee investment strategy across public and private markets, helping families build and preserve wealth across generations.

Markets are moving on more than just fundamentals.

Michael Parise sits down with Eric Fuhrman of City National Rochdale to talk about investing in a world driven by tariffs, tax law changes, and shifting Fed policy. Eric shares how CNR’s high-net-worth clients benefit from customized, multi-asset strategies that adjust for both long-term goals and short-term volatility.

You’ll learn why they’re staying market-neutral for now, what sectors look resilient, and how demographic trends and global policy shape opportunities in the U.S. and abroad.

What you’ll take away:

• How policy changes are moving markets today
• Why financials and technology stand out right now
• The case for staying U.S.-focused, at least for now
• How to position cash from a business sale in this environment
• And more!

Resources:

• How Personalized Portfolios Build Wealth on Your Terms with Ben Ludwig (Ep. 139)

Connect with John and Michael Parise:

• 856-988-8300
• Copper Beech Financial Group
• LinkedIn: John Parise
• LinkedIn: Michael Parise
• LinkedIn: Copper Beech Financial Group, LLC
• Facebook: Copper Beech Financial Group, LLC

Connect with Eric Fuhrman:

• LinkedIn: Eric Fuhrman, CFA
• City National Rochdale

About Our Guest:

Mr. Fuhrman joined City National Rochdale in 2022 and has over 20 years of professional investment management experience. He works closely with each client’s advisor to develop a customized portfolio based on the client’s investment objective, time horizon, income needs, and tolerance for market volatility. In this role, he is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.

Prior to City National Rochdale, Mr. Fuhrman worked at Rice Hall James & Associates as Chief Investment Officer and Co-Portfolio Manager of the Value/International team. Mr. Fuhrman began his career at HGK Asset Management, serving as an Analyst and Trader before launching the firm’s Small Cap equity strategy in 2007 as lead Portfolio Manager. As a Managing Partner, he was a member of HGK’s Investment Policy Committee, overseeing their Global Equities, Fixed Income, and Private Credit strategies.

Mr. Fuhrman earned his BS in Business Administration from the University of Richmond and his MBA from the Stern School of Business at New York University, where he concentrated in Finance, Economics, and Real Estate. He also holds the Chartered Financial Analyst® and Certified Private Wealth Advisor® designations.

Outside of the office, Mr. Fuhrman enjoys spending time with his family, coaching youth hockey, and serving on the board of Ramapo College’s Student-Managed Investment Fund.

What if your portfolio could evolve with you, like a financial blueprint that updates in real time?

Michael Parise sits down with Ben Ludwig of City National Rochdale to unpack what truly personalized investing means for high-net-worth families, and why it matters more than ever. From shifting risk tolerance to multi-generational planning, Ben breaks down how CNR collaborates with financial advisors to design tax-sensitive, goal-aligned portfolios that flex with each client’s life and legacy.

This isn’t about choosing a model or a fund, it’s about building a strategy from the ground up, around real people and real priorities.

What to expect:

• Why personalization goes far beyond risk tolerance questionnaires
• The advantage of owning individual securities vs. pooled funds
• How CNR helps clients transition portfolios without triggering large tax events
• A behind-the-scenes look at the ongoing service model and portfolio review process
• And more!

Connect with John and Michael Parise:

• 856-988-8300
• Copper Beech Financial Group
• LinkedIn: John Parise
• LinkedIn: Michael Parise
• LinkedIn: Copper Beech Financial Group, LLC
• Facebook: Copper Beech Financial Group, LLC

Connect with Ben Ludwig:

• LinkedIn: Bed Ludwig, CFA, CAIA
• City National Rochdale

About Our Guest:

Ben Ludwig joined City National Rochdale in 2014 and has over 20 years of investment experience. He is responsible for business development in Delaware, Pennsylvania, and New Jersey, where he communicates and fosters relationships with high-net-worth investors who may benefit from City National Rochdale’s investment management services.

Prior to joining the firm, Mr. Ludwig spent 9 years at BNY Mellon in various leadership roles, most recently serving as Director of Investments and Head of Advisory Consulting for the Lockwood Advisors business. In this role, Mr. Ludwig was responsible for driving Lockwood’s portfolio management, manager research, and advisory consulting efforts. Prior to that, Mr. Ludwig held investment research and relationship roles at SEI Investments and The Vanguard Group.

Mr. Ludwig earned his BS in Finance from Bloomsburg University in Pennsylvania and his MBA in Finance from St. Joseph’s University. He holds the Chartered Financial Analyst® designation and the Chartered Alternative Investments Analyst designation. Mr. Ludwig is a member of the CFA Institute and the CFA Society of Philadelphia. He resides in the suburbs of Philadelphia with his wife and four children. Mr. Ludwig spends much of his free time volunteering as a coach for numerous youth sports organizations in his community.