![Brian Katz](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Brian Katz
Directeur en chef des Investissements chez
The Prosperity Consulting Group LLC
Profil
Mr. Brian W.
Katz, CFA, is a Chief Investment Officer at The Prosperity Consulting Group LLC.
He has more than 30 years of experience in investment management.
His prior experience includes leading the investment committee at Focus Partners Wealth, serving on RIA advisory councils for BlackRock and Ares, and presenting at industry-focused events.
He has a B.S.
in Finance from the University of Massachusetts.
Postes actifs de Brian Katz
| Sociétés | Poste | Début |
|---|---|---|
The Prosperity Consulting Group LLC
 The Prosperity Consulting Group LLC Investment ManagersFinance Prosperity develops an investment plan for each client based on their time horizons, risk tolerance, and financial goals and objectives. Portfolios are managed using a combination of active and passive management styles, based on the belief that while passive (index-based) investment management is well-diversified and effective in some markets, not all markets are suited to the passive approach. In some areas, individual stocks and individual bonds may be chosen. The investment committee uses sophisticated technology to evaluate a wide range of investments. | Directeur en chef des Investissements | 01/07/2026 |
Anciens postes connus de Brian Katz
| Sociétés | Poste | Fin |
|---|---|---|
Focus Partners Wealth LLC
 Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle. | President | 01/08/2026 |
Adviser Investments Acquisition Co. LLC
 Adviser Investments Acquisition Co. LLC Investment ManagersFinance Adviser Investment Acquisition Co. seeks to build diversified portfolios of mutual funds and ETFs that will provide a balanced approach to investing in the stock, bond and alternative markets, when applicable, given the individual investor's long-term and short term risk tolerance and return objectives. | Analyst-Equity | - |
Kanon Bloch Carré & Co., Inc.
 Kanon Bloch Carré & Co., Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Formation de Brian Katz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
70
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Focus Partners Wealth LLC
Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle. | Finance |
Adviser Investments Acquisition Co. LLC
Adviser Investments Acquisition Co. LLC Investment ManagersFinance Adviser Investment Acquisition Co. seeks to build diversified portfolios of mutual funds and ETFs that will provide a balanced approach to investing in the stock, bond and alternative markets, when applicable, given the individual investor's long-term and short term risk tolerance and return objectives. | Finance |
Kanon Bloch Carré & Co., Inc.
Kanon Bloch Carré & Co., Inc. Investment ManagersFinance Provides investment advice | Finance |
University of Massachusetts
 University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Prosperity Consulting Group LLC
The Prosperity Consulting Group LLC Investment ManagersFinance Prosperity develops an investment plan for each client based on their time horizons, risk tolerance, and financial goals and objectives. Portfolios are managed using a combination of active and passive management styles, based on the belief that while passive (index-based) investment management is well-diversified and effective in some markets, not all markets are suited to the passive approach. In some areas, individual stocks and individual bonds may be chosen. The investment committee uses sophisticated technology to evaluate a wide range of investments. | Finance |
