Prosperity Taps Veteran Investment Executive as CIO
Event summary
- Prosperity, an EisnerAmper company, named Brian W. Katz as Chief Investment Officer on August 5, 2026.
- Katz brings over 30 years of experience in investment management, including roles at Focus Partners Wealth and advisory councils for BlackRock and Ares.
- He will lead the firm's investment team, set strategic direction for portfolio construction, and enhance client asset management.
The big picture
Prosperity's appointment of Brian W. Katz as CIO underscores a strategic focus on deepening investment expertise amid increasing competition in the wealth management space. With a background in equity research and multi-asset class strategy, Katz is poised to strengthen Prosperity's offerings for high-net-worth individuals and business owners. This move comes as firms increasingly prioritize specialized investment leadership to navigate volatile markets.
What we're watching
- Strategic Direction
- How Katz's multi-asset class strategy design will influence Prosperity's portfolio construction and client asset management.
- Market Research
- Whether Katz's market research initiatives can drive differentiated investment solutions for clients.
- Growth Trajectory
- The pace at which Prosperity can enhance its client experience and support continued growth under Katz's leadership.