Key Takeaways
- • Prosperity, an EisnerAmper company, has named Brian W. Katz as its chief investment officer, according to ROI-NJ.
- • Katz will lead the firm's investment team and set strategic direction for portfolio construction and how client assets are managed across the organization.
- • Katz brings more than 30 years of investment management experience, including equity research, portfolio construction, and multi-asset class strategy design.
- • His prior role was leading the investment committee at Focus Partners Wealth, and he has served on RIA advisory councils for BlackRock and Ares.
- • Prosperity President Michele L. Martin said Katz will be a tremendous asset to the individuals, families and business owners the firm serves.
Summary
Prosperity, an EisnerAmper company, has named Brian W. Katz as its chief investment officer, according to a report from ROI-NJ. The appointment places Katz at the head of the firm's investment team, where he will set the strategic direction for portfolio construction and oversee how client assets are managed across the organization.
In the role, Katz will also spearhead market research initiatives and work closely with firm leadership and other stakeholders to deliver tailored investment solutions. The firm states that the mandate includes enhancing the client experience and supporting Prosperity's continued growth.
Prosperity President Michele L. Martin said Katz "brings the skills, experience, and client-centric mindset to move Prosperity forward." She added that he "will be a tremendous asset to the individuals, families and business owners who place their trust in us."
Katz has more than 30 years of experience in investment management, with extensive knowledge of equity research, portfolio construction, and multi-asset class strategy design. Before joining Prosperity, he led the investment committee at Focus Partners Wealth and served on RIA advisory councils for BlackRock and Ares. He has also presented at industry-focused events.
In the role, Katz will also spearhead market research initiatives and work closely with firm leadership and other stakeholders to deliver tailored investment solutions. The firm states that the mandate includes enhancing the client experience and supporting Prosperity's continued growth.
Prosperity President Michele L. Martin said Katz "brings the skills, experience, and client-centric mindset to move Prosperity forward." She added that he "will be a tremendous asset to the individuals, families and business owners who place their trust in us."
Katz has more than 30 years of experience in investment management, with extensive knowledge of equity research, portfolio construction, and multi-asset class strategy design. Before joining Prosperity, he led the investment committee at Focus Partners Wealth and served on RIA advisory councils for BlackRock and Ares. He has also presented at industry-focused events.
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