Jeremy McCamic

Director of Policy Management, Relationship Manager in the Compliance Administration group

Jeremy leads the Policy Management team, which is responsible for staying current with regulatory changes and how they impact the firm’s investment adviser clients.

Jeremy McCamic joined Fairview in 2020 eventually becoming Director of Policy Management and Relationship Manager. In these roles, he oversees a team responsible for monitoring regulatory changes and advising clients as they navigate those changes. This includes writing policies and procedures for use in compliance manuals, and developing internal and external training on new regulations and best practices. As a Relationship Manager, he partners with RIAs and CCOs to provide full compliance administration support.

Prior to joining Fairview, Jeremy was an Associate Attorney at McPherson, Rocamora, Nicholson, Wilson & Hinkle, PLLC.

Education & Training

J.D. from the University of North Carolina School of Law
B.A. in English from the University of North Carolina at Chapel Hill

Areas of Expertise

SEC regulatory and policy management
Compliance manual and codes of ethics of SEC registrants
New SEC regulations and best practices
SEC exams
Regulatory filings
Compliance testing and monitoring

Industry News

DOL Voluntarily Dismisses Appeal to Defend DOL PTE Fiduciary Guidance

May 17, 2023
Flash Reports

The Department of Labor (DOL) voluntarily dismissed its appeal of the district court decision that struck down the DOL’s fiduciary reinterpretation of fiduciary status for advisers making rollover recommendations to retirement investors.

Certain Form PF Filers Will Have New Questions, More Reporting :: Impacts Advisers to Private Equity Funds and Large Hedge Funds

May 3, 2023
Flash Reports

On May 3, 2023, the U.S. Securities and Exchange Commission (SEC) announced the adoption of amendments to the Form PF. This rule will impact all Form PF Large filers and all Form PF filers who manage private equity (PE) funds.

Fairview Webinar: The SEC's Proposed Cybersecurity Risk Management Rule and The Proposed Outsourcing Rule Presentation

March 13, 2023
Flash Reports

Fairview's team of regulatory experts discuss details of the proposed rule, associated changes, and what RIAs can do to begin to prepare for compliance.

Fairview has been providing streamlined solutions to providers in the financial services industry since 2005. We are part of ViewPoint Partners, our employee-owned parent company for both Fairview and FilePoint, which provides regulatory reporting solutions for registered investment companies.