Brian Forneris

Brian Forneris is a distinguished Retirement & Endowment Specialist with extensive experience in institutional investment management, retirement plan services, and fiduciary consulting. He provides strategic guidance to institutions and plan sponsors, helping them navigate the complexities of retirement plan design, governance, and investment oversight with a focus on long-term performance and fiduciary excellence.

Mr. Forneris holds multiple industry-recognized credentials, including the Accredited Investment Fiduciary® (AIF®), Chartered Retirement Plans Specialist℠ (CRPS®), Qualified 401(k) Administrator (QKA®), Certified Plan Fiduciary Advisor (CPFA®) and Nonqualified Plan Consultant (NQPC™) designations. These certifications reflect his deep technical knowledge and commitment to upholding the highest standards of professional integrity and client service.

Throughout his career, Mr. Forneris has been recognized for his ability to build trusted relationships, deliver tailored investment solutions, and support organizations in meeting their fiduciary responsibilities. His approach is grounded in analytical rigor, regulatory insight, and a genuine dedication to client success.

Brian has over 20 years of industry experience. He lives in the Cleveland, OH area with his wife and two sons, his daughter is building her career in southern California. He is a Navy veteran, enjoys family trips and time on and in the water.

Specialized solutions with specialized support

When you partner with Raymond James, you can be confident you will receive the highest fiduciary level of prudent care available. Guided by our firm’s long-term, client-first approach, Raymond James employs a broad range of investment strategies and extensive support to deliver the exceptional service clients deserve and expect.

Specializing in everything from strategy development and investment research to reporting and oversight requires a specialized team of professionals. The Institutional Fiduciary Solutions team supports advisors and their clients by following a streamlined process adhering to established fiduciary standards. Raymond James advisors rely on the extensive breadth of resources curated to create a comprehensive investment strategy that meets their clients’ fiduciary needs and obligations.

We serve a wide range of retirement plans, institutional and nonprofit clients, including:

• Foundations
• Endowments
• Nonprofits
• Large corporations
• Small business owners
• Government entities
• Municipalities
• Insurance companies
• Taft-Hartley plans
• ERISA 401(k) & 403(b) plans
• Deferred compensation plans
• Defined benefit plans
• Profit-sharing plans
• SEP plans
• SIMPLE IRA plans