Prosperity, the wealth management business of New York-based IPA 100 firm Eisner Advisory Group (FY25 net revenue of $1.24 billion), appointed Brian W. Katz as chief investment officer.
In the role, Katz will lead the firm’s investment team, oversee portfolio construction and asset management strategy, direct market research initiatives and work with leadership to develop investment solutions for clients.
Katz brings more than 30 years of investment management experience. Most recently, he chaired the investment committee at Focus Partners Wealth. He has also served on RIA advisory councils for BlackRock and Ares and has spoken at industry events.
“Brian brings the skills, experience and client-centric mindset to move Prosperity forward,” said President Michele L. Martin. “He will be a tremendous asset to the individuals, families and business owners who place their trust in us.”
