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2026 retirement industry leadership moves unveiled. By Chloe Foster August 31, 2026 Prosperity, an EisnerAmper Company, has appointed Jeff Lenhart as President, tasking him with steering the firm's overall strategic direction and long-term growth initiatives. The registered investment adviser announced the leadership change as it continues to expand its wealth management operations. New leader brings wealth management experience. Lenhart joins Prosperity from Forvis Mazars, where he served as a partner and led the Southeast regional wealth management business nationally. Prior to joining Forvis Mazars, Lenhart was a partner at another firm, where he worked with high-net-worth clients and institutional investors. He succeeds Michele Martin, who will remain with the firm following her tenure as President. Martin assumed the role in March 2023 and worked across the organization to significantly grow assets under management. During her time as President, Martin focused on building out the firm's capabilities and strengthening relationships with existing clients while attracting new ones. Her collaborative approach involved working closely with different teams within the organization to ensure cohesive growth strategies. Outgoing president oversaw substantial growth. During Martin's two-and-a-half-year leadership, Prosperity expanded assets under management from $1.2 billion to $5.7 billion. The nearly fivefold increase reflects broader trends in the registered investment adviser space, where smaller boutique firms have increasingly attracted clients seeking personalized service. This growth trajectory occurred during a period of significant market fluctuations, demonstrating the firm's ability to provide stability and tailored solutions that larger institutions often struggle to deliver. The registered investment adviser model has gained traction among investors who value direct access to decision-makers and customized portfolio strategies. Industry observers note that succession planning at registered investment advisers often proves smoother when departing leaders remain involved with operations. Martin will continue contributing to the firm's wealth management business, providing continuity during the transition. This approach allows for knowledge transfer and maintains client confidence, as relationships established during her presidency remain supported by familiar faces. The arrangement also enables Lenhart to draw on Martin's institutional knowledge as he settles into his new role. Prosperity operates as part of EisnerAmper, one of the larger accounting and advisory firms nationally. The structure allows the investment adviser to leverage broader resources while maintaining specialized focus on wealth management clients. This affiliation provides access to additional expertise in areas such as tax planning, estate management, and business advisory services, which can be integrated into full wealth management offerings. The connection to a major accounting and advisory firm also enhances credibility with institutional clients and high-net-worth individuals seeking a full financial partner. Lenhart will now guide the firm through its next phase of growth, building on the foundation established under his predecessor. The company has not disclosed specific targets for assets under management or expansion plans under his leadership. However, industry analysts expect the firm to continue pursuing opportunities in the registered investment adviser space, potentially expanding its geographic presence or service offerings. The combination of Lenhart's leadership experience and the firm's established infrastructure positions Prosperity to pursue growth while maintaining the personalized approach that contributed to its recent success.

People in the news: HaysMac, RSM, Saffery. * POSTED BY Admin * July 31, 2026 HaysMac has appointed Kiran Jain as transfer pricing director in the tax team, enhancing support for clients operating across international markets. Jain brings extensive experience in international tax and transfer pricing, having advised multinational businesses through growth, transformation and increasingly complex cross-border tax challenges. He joins from PwC where he was a senior manager, transfer pricing and global operating model for listed and inbound clients, where he originally trained. Prior to returning to practice, he spent five years as regional head, transfer pricing at Nissan's European operations. RSM has appointed Matt McPherson as a director, specialising in capital allowances, in the innovation and capital tax reliefs team. He brings over 15 years' experience in capital allowances, working with global clients across multiple sectors including media, life sciences, healthcare and consumer products. Previously he was an associate director capital allowances at BDO, and prior worked for EY in the capital asset tax services practice, where he delivered on major capital projects across the UK. He is also a qualified quantity surveyor. Saffery has hired four senior tax experts across its Edinburgh and Inverness offices. Emma Siegel joins from Forvis Mazars where she was a corporate tax director in Edinburgh. She brings more than 10 years' experience advising owner managed businesses and large corporate groups on UK corporation tax, including transactions, reorganisations and succession planning. Joining from Henderson Loggie, Susan Pattison is a corporate tax senior manager in Edinburgh. She advises charities and cultural organisations on corporate tax and cultural tax reliefs, and charitable trading, Gift Aid and tax-efficient structures. Patricia Bell also joins as a tax senior manager in Edinburgh in the personal tax team focusing on tax compliance for partnerships and their partners. She joins from Ashurst LLP, having spent seven years working as part of the inhouse tax team. Lois Tack joins as a corporate tax senior manager in Inverness. Most recently at Azets, she is specialised in R&D and Patent Box tax reliefs, and brings a wealth of experience in corporate tax matters. Moore Global has appointed Vivienne Muir as chief executive officer, as the global accounting and advisory network enters its next phase of growth and international development. Muir steps up from her role as chief operating officer, where she oversaw rapid expansion of the network. Her focus will be on leading the group through a period of significant change, driven by technological transformation, evolving client expectations and growing demand for advisory services. Prior to joining the network, chartered accountant Muir was executive director, commercial at ICAS, the Institute of Chartered Accountants of Scotland. Pictured (l-r): Vivienne Muir EY-Parthenon has promoted Caroline Pover to equity partner in its financial restructuring practice in the UK and Ireland, based in the London office. She brings over 20 years' experience advising both creditors and debtors across complex restructuring and turnaround situations. She specialises in financial advisory, stakeholder management, and the assessment of stressed and distressed businesses. Pover leads the UK higher education transformation and turnaround practice, supporting universities and their key financial and regulatory stakeholders. She originally joined EY as a graduate trainee in the restructuring team. PKF Francis Clark strengthens restructuring team as Charles Bell qualifes as a licenced insolvency practitioner. Bristol-based Bell becomes the fifth insolvency practitioner at the firm, having passed both the corporate and personal Joint Insolvency Examination Board exams. He was also recently promoted to associate director. MindBridge Analytics has appointed Mike Maziarz as chief product and marketing officer, and CTO Rachel Kirkham will take on an expanded remit covering AI, engineering and cloud operations to strengthen the leadership team. Maziarz will oversee product strategy and marketing across the enterprise and audit & assurance portfolios.

Uncover the risks behind every third-party relationship. Third-party risk - closing the maturity gap Join more than 20 speaker representatives from leading organisations, including Stanlib, Deloitte, KPMG, Nedbank, Forvis Mazars, FTI Consulting, EY, ABSA and LexisNexis South Africa, at the Future of Third-Party Risk Conference, taking place on 22 & 23 September at the Indaba Hotel, Fourways. The programme explores how third-party risk is accelerating in response to rapid AI integration, complex vendor ecosystems and an increase in supply chain attacks. As traditional annual audits are no longer sufficient to detect real-time threats, organisations must modernise how they assess, monitor and manage third-party exposure. Speaker insights will focus on: analysing the third-party risk ecosystem; strengthening due diligence, vendor onboarding and ongoing monitoring; improving third-party oversight; and addressing the wider spectrum of third-party risk. The Future of Third-Party Risk Conference takes place on 22 & 23 September at the Indaba Hotel in Fourways, Johannesburg. Insightful sessions - exploring the third-party risk ecosystem * Identifying and managing risks throughout the third-party lifecycle * Embedding third-party risk management within an Enterprise Risk Management (ERM) framework * Understanding the impact of the FSCA Cyber Draft on third-party governance * Managing digital assets and payment risks across third-party ecosystems * Case Study: When your vendor becomes your liability - lessons from fraud and AML failures in third-party relationships * COFI Decoded: From customer fairness to third-party accountability * Managing intellectual property risks in AI, cloud and third-party technology partnerships * Harnessing AI in third-party ecosystems: balancing innovation with risk * Strengthening operational resilience through effective third-party risk management * Moving beyond compliance checklists: achieving operational resilience and Nth-party visibility in 2026 * Digital banking poses challenges for third-party risk management * Key third-party lifecycle risks viewed through a cyber security lens For more than 23 years, TCI has been a registered and preferred conference organiser for all major banks and financial institutions. Vendor details available on request.