Prosperity Replaces President at $5.7 Billion RIA With Forvis Mazars Executive Jeff Lenhart
Updated
Updated · Wealth Management · Aug 26
Prosperity Replaces President at $5.7 Billion RIA With Forvis Mazars Executive Jeff Lenhart
3 articles · Updated · Wealth Management · Aug 26
Summary
Jeff Lenhart will take over as president of Prosperity, the EisnerAmper-owned registered investment advisor, overseeing leadership, strategy and long-term growth of its wealth management business.
Michelle Martin will stay on as partner and senior wealth advisor after helping expand the New York-based firm's assets to $5.7 billion from $1.2 billion since March 2023.
Lenhart joins from Forvis Mazars, where he was a partner and Southeast regional leader of the firm's national wealth management business.
The change comes amid broader wealth-management hiring, with LPL, U.S. Bank, Barings and Northern Trust also announcing senior leadership appointments.