Doreen Fornash

Doreen Fornash is a Senior Performance Analyst at FEG and brings more than 35 years of experience in the banking and investment industry. Since joining FEG in 2014, she has supported the firm’s advisors and clients through the delivery of performance reporting, portfolio data management, and operational support. Doreen works closely with multiple advisor teams to help ensure clients receive accurate, timely, and meaningful information about their investment portfolios.

In her role, Doreen is responsible for preparing monthly and quarterly performance reports, collecting and reconciling portfolio data, onboarding new clients, and coordinating with custodians and service providers. Her attention to detail and commitment to accuracy help support the integrity of portfolio reporting and contribute to a high-quality client experience. She plays an important role in helping maintain efficient processes and ensuring reporting needs are met consistently and effectively.

Prior to joining FEG, Doreen held a variety of roles with U.S. Bank (formerly Firstar) within its Trust Department and later served as Fixed Income Coordinator and Portfolio Assistant for Ameritas Investment Partners (formerly Summit Investment Partners). Outside of work, Doreen enjoys spending time with family and friends and staying active in her community.