Prosperity, an EisnerAmper company, named Brian W. Katz its chief investment officer (CIO). 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.
With more than 30 years of experience in investment management, Katz brings deep 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.
“Brian brings the skills, experience, and client-centric mindset to move Prosperity forward,” Michele L. Martin, president of Prosperity, said. “He will be a tremendous asset to the individuals, families and business owners who place their trust in us.”
Katz has a B.S. in finance from the University of Massachusetts. He is a CFA Charterholder, a member of the Boston Security Analysts Society and an investment committee member of the Massachusetts Service Alliance.
