Forvis Mazars, a major player in the accounting and advisory industry, has appointed Kent Insley as Chief Investment Officer for its wealth advisory practice, effective June 2027, succeeding Jeff Layman. This strategic leadership transition, which involves a close collaboration period for a smooth handover, matters as it signifies Forvis Mazars’ commitment to maintaining and enhancing its investment strategy and portfolio management services, crucial for effectively managing over $13 billion in client assets.
Forvis Mazars (FY25 net revenue of $2.32 billion), a prominent firm in the accounting and advisory sector, has announced the appointment of Kent Insley as the new Chief Investment Officer (CIO) for its wealth advisory practice. This division manages over...
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