An introduction to who we are and what we’ve done.
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.
Financial Services professional since 1997
Maaren joined Fairview in 2017 as a member of the client service and operations team. Her prior experience includes 20 years as a Client Service Associate for various investment management firms in San Francisco. She received her BA in Economics from the University of California, Los Angeles in 1994.
Executive 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 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 chairs the investment committee of the Pittsburgh Cultural Trust. Peter also serves on the investment committee of the Carnegie Museums of Pittsburgh, the Western Pennsylvania Conservancy and is an emeritus board member of the Pittsburgh Foundation.
Investment professional since 2013
Jake joined the firm in 2018 as a private client advisor. Prior to joining Fairview, Jake was a Vice President at the J.P. Morgan Private Bank based in San Francisco, advising families on complex issues related to investments, credit & lending, philanthropy and estate planning. Prior to his career in financial services, Jake built a successful consulting business focused on advising families on the undergraduate college admissions process. Jake received both his undergraduate degree and MBA from Yale University.
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.
Investment professional since 2014
Gian is a member of Fairview’s research team and is responsible for trading and portfolio analysis. Prior to joining Fairview, he worked for Prudential Financial as an investment analyst in the Chief Investment Office. Gian graduated from Colby College with a double major in Economics and Biology in 2014 and became a CFA® Charterholder in 2019.
Investment professional since 2004
Maria joined the firm in 2019 as a private client advisor. She has spent her career building financial plans and advising high net worth families at the Golub Group, USAA Wealth Management and Merrill Lynch Private Bank. She graduated cum laude from UC Berkeley with a BA in Economics in 2002 and earned her CFP® designation in 2010.
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.
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.