John Dowling
Director of Research at Fairview Capital Investment Management, LLC
About
John Dowling serves as Director of Research at Fairview Capital Investment Management, LLC, a leading independent investment advisor headquartered in Greenbrae, California. In his role, he is responsible for overseeing equity research, guiding the firm's investment process, and contributing to portfolio management strategies for clients including individuals, families, trusts, and institutions. His research efforts primarily focus on the finance and consumer services sectors, with an emphasis on equity analysis and risk management.
Prior to joining Fairview Capital, Dowling held senior positions at Summitry LLC (formerly The Golub Group), including Corporate Officer and Principal, gaining substantial expertise in financial planning, portfolio management, and operational leadership within registered investment advisory firms. He has demonstrated a strong commitment to delivering comprehensive investment solutions and building research teams dedicated to superior client outcomes.
John Dowling holds a graduate degree from the University of California, Santa Barbara, and carries a reputation for rigorous analytical acumen and thought leadership in asset management. His contributions to equity research and wealth management have helped shape Fairview Capital's reputation as a trusted advisor in the finance industry, particularly in equities and consumer services investment strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fairview Capital Investment Management, LLC | Director of Research | Jan 2018 to Jan 2024 | • Developed and implemented formal research processes for the firm including: idea generation, company/industry analysis, valuation modelling, and portfolio management. • Created a 1,300-page "Potenti... |
| Summitry | Chief Investment Officer | Jan 2015 to Jan 2018 | John served as Golub Group’s Chief Investment Officer. In this position, he set the agenda for both the formal and ad hoc meetings of the research team, prioritized the firm’s inventory of investment ... |
| Summitry | Director of Research and Portfolio Manager | Jan 2011 to Jan 2014 | - Member of the five-person Leadership team that sets the strategic vision for the firm and manages the day-to-day operations of the firm. - Conducted and completed an exhaustive, nationwide-search to... |
| Summitry | Senior Equity Analyst | Jan 2007 to Jan 2010 | - Intimately involved in all aspects of the investment process (i.e. idea generation, equity research, buy/sell decisions, and portfolio management). - Provided key stock recommendations across a vari... |
| Peters MacGregor Capital Management | Equity Analyst (Generalist) | Jan 2004 to Jan 2006 | - Member of the four-person investment team at Peters MacGregor, an Australian-based money management company that employs a fundamental, bottom-up investment strategy. - Intimately involved in all as... |
| Standard & Poor's Corporate Value Consulting | Senior Valuation Associate | Jan 1999 to Jan 2004 | - Performed various types of valuations as a generalist analyst, including business valuations and derivative valuations for transaction pricing analysis and merger and acquisition negotiations. - Con... |
| Wells Fargo | Credit Analyst | Jan 1998 to Jan 1999 | Interpreted corporate financial statements and individual income tax returns; Calculated and analyzed various financial ratios in accordance with loan agreement specifications; Updated the financial r... |
Education
University of California, Santa Barbara
B.A. Business Economics
1993 — 1998
CFA Institute
Others at Fairview Capital Investment Management, LLC (1)
| Name | Role | Location |
|---|---|---|
 | Senior Research Analyst | United States |