Prosperity has named Jeff Lenhart as its new president, the latest in a string of senior executive appointments reshaping leadership across the wealth management industry in 2026.
Lenhart, a CFP professional with an Accredited Asset Management Specialist designation, joins from Forvis Mazars, where he served as Southeast regional leader of the firm's national wealth management business.
In that capacity he drove growth across the region, advanced digital capabilities, and helped develop integrated client solutions across the firm's service lines.
"Prosperity has thoughtfully developed a holistic, national wealth management firm," Lenhart said. "I'm thrilled to be charged with expanding on the success of Michele and her team."
Lenhart holds a bachelor's degree in organizational behavior and finance from the University of Missouri–St. Louis and a master's degree in personal financial planning from the College for Financial Planning.
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.
His predecessor, Michele Martin, remains with the firm. Martin described Lenhart as having "the background and client relationship skills to take Prosperity even further."
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.
The Prosperity appointment comes amid an active stretch for executive moves across the wealth sector.
Just days earlier, Mercer named Thomas Cannataro as its US wealth management leader, bringing in a BlackRock veteran with more than 20 years of experience to help the Marsh McLennan subsidiary grow its presence among independent and fee-based advisors.
Among other announcements this month, Kestra Financial named Kelly Apple as head of wealth management, US Bank named Chris Peary as chief private banking officer for its wealth unit, and Barings tapped a DWS veteran to lead its US wealth push.
Earlier this year, Goldman Sachs and BNY announced sweeping leadership refreshes across their wealth divisions, 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.
A Nationwide survey finds 47% of GLP-1 users have never discussed the drugs’ financial impact with an advisor, even as many dip into savings.
The hundreds of millions of dollars from a sale of Inspired Healthcare properties does not mean an immediate windfall for investors.
Its SEC filings said one thing - a congressional probe said another.
Sham agreements allegedly padded revenue by 345%.
"Most pre-retirees are uncomfortable making key retirement income decisions without an advisor's help," said Chris Bailey of Cerulli.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor