Press Release Summary
Date: August 5, 2026
Location: New York
Announcement:
Prosperity, an EisnerAmper Company, has appointed Brian W. Katz as its Chief Investment Officer (CIO). In this role, Brian will:
- Lead the investment team and direct portfolio construction strategies.
- Oversee the management of client assets.
- Conduct market research and collaborate with stakeholders to provide tailored investment solutions.
Brian’s Background:
- Over 30 years of experience in investment management.
- Previously led the investment committee at Focus Partners Wealth.
- Served on advisory councils for BlackRock and Ares.
- Active in industry presentations.
Quote from Michele L. Martin, President of Prosperity:
“Brian’s expertise will greatly enhance our service to clients.”
Education:
- B.S. in Finance from the University of Massachusetts.
- CFA® Charterholder and member of the Boston Security Analysts Society.
Company Information:
EisnerAmper is a leading business consulting firm, encompassing a CPA firm and a business advisory group, with around 450 partners and 4,500 employees.
For more information, visit EisnerAmper.
