Brian Forneris is a distinguished Retirement & Endowment Specialist with more than 20 years’ 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^®), Nonqualified Plan Consultant (NQPC™) and Certified Plan Fiduciary Advisor (CPFA^®) designations. In addition, he holds Series 6, Series 7, Series 63, and Series 65 licenses, along with applicable insurance licenses.

These certifications reflect his deep technical knowledge and commitment to upholding the highest standards of professional knowledge, integrity and client service.

Throughout his career, Mr. Forneris has taken pride in 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 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.