John Marriott has been with Fairview since early 2007 and currently oversees the investor department. His strong background in fund administration and investor services provides our clients with solid expertise in practical application of compliance to their operations. Prior to joining Fairview, John owned and managed a transfer agent that serviced over 100 pooled products. John’s expertise also includes calculating performance on fund portfolios and investor accounts and coordinating regulatory examinations for both advisers and broker-dealers. John currently holds FINRA licenses 7, 24, and 63.
Education & Training
BS in Chemistry from the University of North Carolina, Chapel Hill
Has worked in the financial services industry since 1995.
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