EisnerAmper unit Prosperity names Katz as chief investment officer

Prosperity, an EisnerAmper company, has named Brian W. Katz its chief investment officer.

In his new role, Katz will lead the firm’s investment team, set the strategic direction for portfolio construction and how client assets are managed across the organization, and spearhead market research initiatives.

He will also partner closely with leadership and other stakeholders to deliver tailored investment solutions, enhance the client experience and support the firm’s continued growth.

“Brian brings the skills, experience, and client-centric mindset to move Prosperity forward,” said Prosperity President Michele L. Martin. “He will be a tremendous asset to the individuals, families and business owners who place their trust in us.”

With more than 30 years of experience in investment management, Katz has extensive knowledge of equity research, portfolio construction, and multi-asset class strategy design.

His prior experience includes leading the investment committee at Focus Partners Wealth, serving on RIA advisory councils for BlackRock and Ares, and presenting at industry-focused events.