NEW YORK CITY – Forvis Mazars LLP, one of the largest public accounting and consulting firms in the United States, has named Kent Insley as the next chief investment officer of its Wealth Advisory practice.
In his new role, Insley will help guide the firm’s investment strategy and portfolio management activities for a Wealth Advisory practice with more than $13 billion in assets under management and advisement as of August 31, 2026. Forvis Mazars Wealth Advisors, LLC is a registered investment advisor and is a wholly owned subsidiary of Forvis Mazars, LLP. This Wealth Advisory practice unit is part of the larger team of Forvis Mazars Private Client, an integrated team of wealth management, tax planning, investment strategists, and Family Office consultants.
Insley joined the firm in October and will assume the chief investment officer role in June 2027. Until then, he will work closely with longtime Chief Investment Officer Jeff Layman, who will retire in May 2027, as part of a strategic leadership transition.
“Kent brings deep specialization, sound judgment, and a clear understanding of clients’ increasingly complex needs,” said Tom Watson, chief executive officer at Forvis Mazars. “As we look ahead to the next chapter of our Wealth Advisory practice, we’re grateful for Jeff’s years of leadership and the strong foundation he has built. Kent is well positioned to build on that legacy and strengthen how we connect investment strategy with the broader advice and resources our clients need to protect their wealth, pursue their goals, and prepare for what’s next.”
Deep Investment and Leadership Experience
Insley brings more than 25 years of leadership and investment experience spanning investment research, asset allocation, portfolio construction, risk management, and investment implementation. His work has included public and private markets, including equities, fixed income, hedge funds, private equity, venture capital, and real assets, with a focus on serving ultra-high-net-worth individuals, family offices, and foundations.
Prior to joining Forvis Mazars, Insley served as head of portfolio management for AlTi Tiedemann Global and Chief Investment Officer of its predecessor firm in the U.S., Tiedemann Advisors. In that role, he led asset allocation and investment implementation across client portfolios and oversaw portfolio construction and risk management in public and private markets. He also collaborated with investment research and client advisory teams to develop customized investment approaches and helped lead the integration of internal teams and client assets following three strategic acquisitions.
During his tenure on the management team, Tiedemann Advisors grew from less than $1 billion to more than $40 billion in assets under management.
“Kent joins us at an important moment for our practice and our clients,” said Holly Pantzer, managing partner of Forvis Mazars Wealth Advisors and national sector leader for Forvis Mazars Private Client. “He is a respected leader with a deep understanding of investment strategies and many years of experience guiding teams through changing market conditions. His perspective will help our teams and clients navigate today’s evolving investment landscape with confidence and clarity.”
“I am excited to join Forvis Mazars because of its distinctive approach to serving clients,” said Insley. “The firm brings together investment management, wealth planning, family office services, and tax advice in a way that helps ultra-high-net-worth individuals and families reduce complexity and pursue their long-term goals with confidence. I look forward to building on the strong foundation that Jeff Layman and the team have established and partnering with the firm’s outstanding leadership and professionals to continue enhancing the client experience and growing our practice.”
Insley is a CFA charterholder and serves on the UNC Health Foundation Board of Directors and its Finance and Investment Subcommittee. He also serves on PIMCO’s Wealth Management Advisory Board. He earned a bachelor’s degree in economics and political science from the University of North Carolina at Chapel Hill.
About Forvis Mazars
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.
Forvis Mazars Private Client services may include investment advisory services provided by Forvis Mazars Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related solutions provided by Forvis Mazars, LLP.
