Adam Barnard

Adam Barnard

Director, Data Operations and Financial Reporting

Adam oversees the firm’s Financial Reporting and Testing and Data Management Group, which supports the Compliance Administration group with data-related, centralized testing and preparation of required SEC filings including those required under Section 13 of the Securities Exchange Act of 1934.

Adam joined Fairview in 2008 as a Compliance Associate and now serves as Director of Data Operations and Financial Reporting. Adam leads the firm’s Testing and Data Management group, which assists the Compliance Administration group with data-related testing. He also liaises with Fairview’s affiliate, FilePoint, on certain filings.

Prior to joining Fairview, he worked at mutual fund administration firms such as BISYS Fund Services, where he specialized in mutual fund accounting and financial reporting/fund compliance.

Education & Training

  • B.S. and B.A. in Finance from Ohio State University

Areas of Expertise

  • Section 13 Filings
  • Form N-PORT
  • Compliance data-related testing
  • SEC compliance
  • SEC policies and regulations