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EisnerAmper unit Prosperity names Katz as chief investment officer

Source: ROI-NJ · Aug 5, 2026, 10:05 AM

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EisnerAmper unit Prosperity names Katz as chief investment officer news image

Prosperity, an EisnerAmper company, has promoted Brian W. Katz to the position of chief investment officer. In this role, Katz will lead the firm's investment management team and establish strategic direction for portfolio construction and asset management across the organization.

His responsibilities will include spearheading market research initiatives and collaborating with leadership and other stakeholders to enhance client asset delivery.

This appointment reflects Prosperity's commitment to strengthening its investment management capabilities.

Key points

  • Brian W. Katz named chief investment officer of Prosperity, an EisnerAmper subsidiary
  • Katz will lead the investment team and set strategic portfolio construction direction
  • His role includes spearheading market research and managing how client assets are handled across the firm
  • The appointment strengthens Prosperity's investment management leadership

FAQ

Who is Brian Katz and what is his new role?
Brian W. Katz has been named chief investment officer of Prosperity, an EisnerAmper company. He will lead the firm's investment team, establish strategic direction for portfolio construction and asset management, and oversee market research initiatives.
What are Katz's key responsibilities as CIO?
Katz will lead the investment team, set strategic direction for how client assets are managed, spearhead market research initiatives, and partner with leadership and stakeholders to deliver improved client asset management outcomes.

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