Brian Katz Email & Phone Number
Chief Investment Officer @ Prosperity - An EisnerAmper Company (Formerly Prosperity Consulting Group & Lurie Wealth Advisors)
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Brian Katz Location
- Holliston, MA, US
Brian Katz Work
- 2026 -now Chief Investment Officer @
- 2025 -2026 Principal @
- 1997 -2025 Chief Investment Officer @
Brian Katz Education
- Isenberg School of Management, UMass Amherst 1989-1992
Brian Katz Skills
- Asset Allocation
- Alternative Investments
- Portfolio Management
- Investment Strategies
- Wealth Management
- Financial Analysis
- Investments
- Asset Managment
- Mutual Funds
- Equities
- Equity Research
- Retirement Planning
- Capital Markets
- Investment Management
- Hedge Funds
- Investment Advisory
- Securities
- Fixed Income
- Financial Services
- Finance
- Financial Modeling
Brian Katz Summary
- Brian Katz, based in Holliston, MA, US, is currently a Chief Investment Officer at Prosperity - An EisnerAmper Company. Brian Katz brings experience from previous roles at Focus Partners Wealth. Brian Katz holds a 1989 - 1992 Isenberg School of Management, UMass Amherst. With a robust skill set that includes Asset Allocation, Alternative Investments, Portfolio Management, Investment Strategies, Wealth Management and more. Brian Katz has 3 emails and 3 mobile phone numbers on RocketReach.
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Top Prosperity - An EisnerAmper Company (Formerly Prosperity Consulting Group & Lurie Wealth Advisors) Employees
Brian Katz
Chief Investment Officer
Holliston, MA, US
Donna Gestl
Senior Wealth Advisor and Chief Compliance Officer
Owings Mills, MD, US
Marc Scudillo
Regional President
Fort Myers, FL, US
Matthew Hynes
Relationship Manager
Chapel Hill, NC, US
Patrick Rogers
Senior Relationship Manager
Scotch Plains, NJ, US
Heidi Humphrey
Marketing Director
Minneapolis, MN, US
Cassity Wingenbach
Chief Operating Officer
West Fargo, ND, US
Ana Bou-Goldsmith
Director, Senior Portfolio Manager
New York, NY, US
Jeff Lenhart
President
United States
Jermaine Guthrie
Wealth Advisor
New York, NY, US
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