Key Takeaways
- • Forvis Mazars LLP has named Kent Insley as the next chief investment officer of its Wealth Advisory practice, which manages more than $13 billion in assets under management and advisement as of August 31, 2026.
- • Insley joined the firm in October 2026 and will assume the CIO role in June 2027, working alongside longtime CIO Jeff Layman, who retires in May 2027.
- • Insley previously served as head of portfolio management for AlTi Tiedemann Global and CIO of its predecessor, Tiedemann Advisors, where AUM grew from less than $1 billion to more than $40 billion during his tenure on the management team.
- • The appointment is framed by the firm as a strategic leadership transition focused on integrating investment strategy with wealth planning, family office services, and tax advice for ultra-high-net-worth clients.
Summary
Forvis Mazars LLP, one of the largest public accounting and consulting firms in the United States, has named Kent Insley as the next chief investment officer of its Wealth Advisory practice, according to the firm's announcement. The Wealth Advisory practice, operated through Forvis Mazars Wealth Advisors, LLC, a registered investment adviser and wholly owned subsidiary of Forvis Mazars, LLP, reported more than $13 billion in assets under management and advisement as of August 31, 2026. The unit is part of Forvis Mazars Private Client, which combines wealth management, tax planning, investment strategy and family office consulting.
Insley joined the firm in October 2026 and will formally assume the chief investment officer role in June 2027. Until then, he will work closely with longtime CIO Jeff Layman, who will retire in May 2027 as part of a strategic leadership transition. Tom Watson, chief executive officer of Forvis Mazars, said Insley brings "deep specialization, sound judgment, and a clear understanding of clients' increasingly complex needs," and thanked Layman for his years of leadership.
Insley brings more than 25 years of leadership and investment experience, spanning investment research, asset allocation, portfolio construction, risk management and implementation across public and private markets, including equities, fixed income, hedge funds, private equity, venture capital and real assets. His work has focused on ultra-high-net-worth individuals, family offices and foundations. Before joining Forvis Mazars, he was head of portfolio management for AlTi Tiedemann Global and chief investment officer of its predecessor, Tiedemann Advisors, in the U.S. In that role he led asset allocation and implementation, oversaw portfolio construction and risk management, and helped integrate internal teams and client assets following three strategic acquisitions. Tiedemann Advisors grew from less than $1 billion to more than $40 billion in assets under management during his tenure on the management team.
Holly Pantzer, managing partner of Forvis Mazars Wealth Advisors and national sector leader for Forvis Mazars Private Client, said Insley is a respected leader whose perspective will help teams and clients navigate the current investment landscape. Insley is a CFA charterholder, serves on the UNC Health Foundation Board of Directors and its Finance and Investment Subcommittee, and sits on PIMCO's Wealth Management Advisory Board. He holds a bachelor's degree in economics and political science from the University of North Carolina at Chapel Hill.
Insley joined the firm in October 2026 and will formally assume the chief investment officer role in June 2027. Until then, he will work closely with longtime CIO Jeff Layman, who will retire in May 2027 as part of a strategic leadership transition. Tom Watson, chief executive officer of Forvis Mazars, said Insley brings "deep specialization, sound judgment, and a clear understanding of clients' increasingly complex needs," and thanked Layman for his years of leadership.
Insley brings more than 25 years of leadership and investment experience, spanning investment research, asset allocation, portfolio construction, risk management and implementation across public and private markets, including equities, fixed income, hedge funds, private equity, venture capital and real assets. His work has focused on ultra-high-net-worth individuals, family offices and foundations. Before joining Forvis Mazars, he was head of portfolio management for AlTi Tiedemann Global and chief investment officer of its predecessor, Tiedemann Advisors, in the U.S. In that role he led asset allocation and implementation, oversaw portfolio construction and risk management, and helped integrate internal teams and client assets following three strategic acquisitions. Tiedemann Advisors grew from less than $1 billion to more than $40 billion in assets under management during his tenure on the management team.
Holly Pantzer, managing partner of Forvis Mazars Wealth Advisors and national sector leader for Forvis Mazars Private Client, said Insley is a respected leader whose perspective will help teams and clients navigate the current investment landscape. Insley is a CFA charterholder, serves on the UNC Health Foundation Board of Directors and its Finance and Investment Subcommittee, and sits on PIMCO's Wealth Management Advisory Board. He holds a bachelor's degree in economics and political science from the University of North Carolina at Chapel Hill.
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