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About Us 2022-07-29T16:56:39-04:00

Employee owned since 2005.

Founded in 2005, Fairview® is a mid-sized, independent firm that provides high-end support services to investment advisers, broker-dealers and other financial institutions. Fairview is 100% employee owned, which means we can spend all of our time and energy focusing on our two most valued audiences: our employees and our clients. We differentiate ourselves by partnering with our clients to provide tailored services, rather than a one-size-fits-all approach.

To meet the growing demands of the financial compliance and backoffice industry, Fairview now has four distinct practice areas:


Who We Serve

Fairview® supports more than 160 advisers, managing a total of more than $300B assets under management.

We serve:

  • SEC-registered advisers who manage separately managed accounts, registered investment companies, and private funds
  • Family offices
  • Soon-to-be-registered firms

Some of our advisory clients are affiliated with other entities including banks, broker-dealers, investment banking firms, general partner entities, and accounting firms.


LEADERSHIP TEAM

Frank Watson

Frank Watson

Founder

Ellen Harvin

Ellen Harvin

CEO, Fairview Compliance Administration

John Marriott

John Marriott

President, Fairview Compliance Administration

Greta Nathan

Greta Nathan

Performance Practice Lead

Amber Allen

Amber Allen

General Counsel and Executive Vice President

Tracey Winters

President, Investment Administration

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