{"id":750306,"date":"2026-08-26T12:34:09","date_gmt":"2026-08-26T12:34:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/uk\/750306\/"},"modified":"2026-08-26T12:34:09","modified_gmt":"2026-08-26T12:34:09","slug":"prosperity-names-jeff-lenhart-president-in-latest-wealth-leadership-shake-up","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/uk\/750306\/","title":{"rendered":"Prosperity names Jeff Lenhart president in latest wealth leadership shake-up"},"content":{"rendered":"<p>\n                The EisnerAmper-affiliated RIA taps a Forvis Mazars veteran to lead its national wealth management platform as firms across the industry refresh their executive ranks.\n            <\/p>\n<p style=\"margin-bottom:11px\">Prosperity has named Jeff Lenhart as its new president, the latest in a string of senior executive appointments reshaping leadership across the <a href=\"https:\/\/www.investmentnews.com\/glossary\/wealth-management\/265660\" rel=\"nofollow noopener\" target=\"_blank\">wealth management<\/a> industry in 2026.<\/p>\n<p>Lenhart, a <a href=\"https:\/\/www.cfp.net\/get-certified\/certification-process\" target=\"_blank\" rel=\"nofollow noopener\">CFP professional<\/a> with an Accredited Asset Management Specialist designation, joins from Forvis Mazars, where he served as Southeast regional leader of the firm&#8217;s national wealth management business.<\/p>\n<p>In that capacity he drove growth across the region, advanced digital capabilities, and helped develop integrated client solutions across the firm&#8217;s service lines.<\/p>\n<p>&#8220;Prosperity has thoughtfully developed a holistic, national wealth management firm,&#8221; Lenhart said. &#8220;I&#8217;m thrilled to be charged with expanding on the success of Michele and her team.&#8221;<\/p>\n<p>Lenhart holds a bachelor&#8217;s degree in organizational behavior and finance from the University of Missouri\u2013St. Louis and a master&#8217;s degree in personal <a href=\"https:\/\/www.investmentnews.com\/glossary\/financial-planning\/263329\" rel=\"nofollow noopener\" target=\"_blank\">financial planning<\/a> from the College for Financial Planning.<\/p>\n<p>He is a member of the Financial Planning Association and the American Institute of CPAs and serves on the board of directors of Gift of Adoption.<\/p>\n<p>His predecessor, Michele Martin, remains with the firm. Martin described Lenhart as having &#8220;the background and client relationship skills to take Prosperity even further.&#8221;<\/p>\n<p>Prosperity manages more than $5 billion in assets under management and operates as a registered investment advisor under the EisnerAmper umbrella, offering wealth planning, investment management, and tax services on an integrated basis.<\/p>\n<p>A busy season for wealth management leadership<\/p>\n<p>The Prosperity appointment comes amid an active stretch for executive moves across the wealth sector.<\/p>\n<p>Just days earlier, <a href=\"https:\/\/www.investmentnews.com\/practice-management\/mercer-names-thomas-cannataro-as-us-wealth-management-leader\/267928\" target=\"_blank\" rel=\"nofollow noopener\">Mercer named Thomas Cannataro as its US wealth management leader<\/a>, bringing in a <a href=\"https:\/\/www.investmentnews.com\/companies\/blackrock\/257277\" rel=\"nofollow noopener\" target=\"_blank\">BlackRock <\/a>veteran with more than 20 years of experience to help the Marsh McLennan subsidiary grow its presence among independent and fee-based advisors.<\/p>\n<p>Earlier this year, <a href=\"https:\/\/www.investmentnews.com\/practice-management\/management-moves-goldman-bny-announce-leadership-refresh-in-wealth-management\/265013\" target=\"_blank\" rel=\"nofollow noopener\">Goldman Sachs and BNY announced sweeping leadership refreshes across their wealth divisions<\/a>, with Goldman elevating John Mallory and Nishi Somaiya as global co-heads of wealth management and BNY naming Adam Vos as global head of wealth solutions.<\/p>\n","protected":false},"excerpt":{"rendered":"The EisnerAmper-affiliated RIA taps a Forvis Mazars veteran to lead its national wealth management platform as firms across&hellip;\n","protected":false},"author":2,"featured_media":750307,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[84,4176,4174,4175,56,54,55],"class_list":["post-750306","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-personal-finance","tag-personalfinance","tag-uk","tag-united-kingdom","tag-unitedkingdom"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/750306","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=750306"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/750306\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/750307"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=750306"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=750306"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=750306"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}