An introduction to who we are and what we’ve done.
Andrew F. Mathieson
Investment professional since 1984
Andy is the founder and managing member of Fairview Capital Investment Management, LLC. Prior to starting Fairview, Andy was a principal at Ashfield & Co, Inc. He earned his undergraduate degree from Yale University in 1978, and his MBA from Stanford University in 1984.
Andy is on the board of Guide Dogs for the Blind, and works in an advisory capacity for the Santa Lucia Conservancy. He also serves on the Board of DiCon Fiberoptics, a private Richmond, California-based manufacturer of passive optical component modules and test instruments.
Investment professional since 1998
Brian joined the firm in 2014 as a private client advisor. Prior to joining Fairview, Brian spent over ten years with Fidelity Investments after starting with Prudential Financial. Most recently he was a Vice President, Senior Account Executive in the Private Client Group. Brian received his undergraduate degree from Franklin & Marshall College.
Investment professional since 2010
Sree is a member of the Fairview research team. Previously, he worked in Morgan Stanley’s investment banking division as an analyst in the financial sponsors group. He received a BS in Environmental Economics and Policy from UC-Berkeley in 2010.
Financial services professional since 2002
Jayme joined the firm in 2014 and works as our Client Relationship Coordinator. Prior to joining Fairview, Jayme worked as a Reporting Manager for Janus Capital Group and a Client Service administrator for a boutique wealth management firm. Jayme received her B.S. in Business Administration with a concentration in Finance from Cal Poly San Luis Obispo.
P. Renae Branscum
Financial services professional since 2001
Renae became a member of the client service and operations team after having been the executive assistant to Fairview’s founder. Previously, she was a senior administrative assistant for KPMG LLP, the U.S. audit, tax and advisory services firm. Earlier she was an executive assistant at Starmine and executive assistant to the president at Triplex, an infoUSA Company. Renae also has experience as a human resources administrator and head bookkeeper. To expand the in-office support to Fairview clients, Renae became a licensed notary public in July, 2011.
Administrative professional since 1978
Sally joined Fairview in 2015 as the administrative assistant for the team. She brings 30 years of experience in office administration with a background in sales and service management. Prior to coming on board with Fairview, Sally formed several Service departments for various independent contractors in Marin.
Investment professional since 2011
Andrew is a member of Fairview’s research team. Prior to joining Fairview, he was a research analyst at Goldman Sachs Investment Partners, where he focused on consumer and TMT-related investments. Andrew graduated with a BS in Management Science and Engineering from Stanford University in 2011, where he was elected to Phi Beta Kappa and Tau Beta Pi.
Scott W. Clark
Investment professional since 1995
Scott is a member of Fairview’s research team. He joined Fairview after receiving an MBA from Stanford University. Prior to business school, Scott worked for two years as a research analyst with SPO Partners and for two years at Morgan Stanley as an analyst in investment banking in the mergers & acquisitions group. He received his undergraduate degree from Brown University in 1995.
Ramsey B. Jishi
Investment professional since 2002
Ramsey is a member of Fairview’s research team. Prior to joining Fairview, he received his MBA from Stanford University. Before business school, Ramsey spent two years at SPO Partners as a research analyst and two years at the Blackstone Group as an analyst in the restructuring and reorganization group. Ramsey graduated magna cum laude from Yale University in 2002 with a BA in Economics.
Peter F. Mathieson
Investment professional since 1984
Peter joined the firm in 2012 to establish the Pittsburgh office. Previously, he was the President and a principal shareholder of Guyasuta Investment Advisors, an asset management firm in Pittsburgh that he co-founded in 1994. He earned a BA in Economics from Bucknell University in 1983.
Peter currently serves as chairman of the Buhl Foundation and serves on the board and/or the investment committee of the Pittsburgh Cultural Trust, the Carnegie Museums of Pittsburgh, the Alumni Board of Bucknell University, the Western Pennsylvania Conservancy and is an emeritus board member of the Pittsburgh Foundation.
Investment professional since 2008
Bobby is a member of Fairview’s research team. Prior to joining Fairview, he was a credit analyst with a division of BNP Paribas. Bobby received his undergraduate degree in Business Administration from the University of Hawaii in 2008 and an MS in Financial Analysis from the University of San Francisco in 2014.
Marcia J. Nakamura
Investment professional since 1992
Marcia joined Fairview in 2001 and is responsible for compliance and corporate/fund operations. Previously, she worked for Thomas Weisel Partners and Montgomery Securities. Marcia received her undergraduate degree from Santa Clara University.
John F. Rutledge, Jr.
Investment professional since 1993
John is the director of research and a portfolio manager at Fairview Capital. Previously, he worked as a research analyst within the ClearBridge Investments unit of Legg Mason. His earlier experience includes equity research positions at both Salomon Brothers and Scudder, Stevens & Clark. John received his undergraduate degree from Hamilton College in 1993 and earned the Chartered Financial Analyst designation in 2001. John currently serves on the board of directors of the San Geronimo Valley Community Center.
Financial services professional since 1990
Annie joined Fairview in 2015 as Operations Manager. Her prior experience includes 15 years with Advent Software as a trainer, support analyst and implementation specialist. Since then she has spent 10 years in operations for various investment management firms. She has a BA in Economics from the University of Connecticut.
Maria M. Terezis
Financial services professional since 2000
Maria manages client relations for the Pittsburgh office. Prior to joining Fairview Capital, she served as Office Manager at Quattro Advisors, and Vice President of Operations at Marathon Strategic Advisors. Her experience includes several years working in the insurance industry as a Insurance Marketing Specialist. Maria earned a BA in Communications from John Carroll University and an MS in Educational Administration from Franciscan University of Steubenville. Maria became a licensed notary public in April 2013.
Investment professional since 2013
Lauren is a member of Fairview’s research team. Prior to joining Fairview, she worked for Goldman Sachs as an investment banking analyst in the Healthcare group. Lauren graduated magna cum laude and Phi Beta Kappa from Dartmouth College in 2013 with a BA in Mathematics and Economics.