Accounting-Based Prosperity Appoints Brian Katz as Chief Investment Officer

In his new role, he will lead the investment team, oversee portfolio strategy, and guide market research across the firm.

Brian will work closely with the leadership team to develop investment solutions, improve the client experience, and support the firm's growth.

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He has more than 30 years of investment management experience, with expertise in portfolio management, equity research, and investment strategy. He has also held senior leadership roles at Focus Partners Wealth and served on advisory councils for BlackRock and Ares.

"Brian brings the skills, experience and client-centric mindset to move Prosperity forward," said Prosperity President Michele L. Martin. "He will be a tremendous asset to the individuals, families, and business owners who place their trust in us."

About EisnerAmper 

EisnerAmper is one of the world's largest business consulting firms. The company provides accounting, audit, tax, advisory, and business consulting services through its CPA and advisory businesses.

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