Dave Germain

Dave Germain is Vice President of Institutional Portfolio Analysis at FEG, where he focuses on delivering comprehensive portfolio analysis and supporting investment decision-making across client portfolios. He works closely with advisors, portfolio managers, and research professionals to provide analytical insights, monitor portfolio activity, and help ensure clients receive timely and meaningful information about their investment programs. Dave also leads the training and development of FEG’s Institutional Portfolio Analysts, helping build the next generation of analytical talent within the firm.

With more than 20 years of experience in the investment industry, Dave brings a deep understanding of portfolio analysis, performance measurement, and client support. He collaborates across teams to help address complex investment challenges and support the delivery of high-quality service to clients. His leadership and commitment to professional development play an important role in strengthening FEG’s analytical capabilities and client experience.

Dave earned a degree in Finance from The Ohio State University. Outside of work, Dave enjoys spending time with family and pursuing a variety of personal interests.