Eric helps registered investment advisory firms and other financial sector clients with compliance testing, code of ethics reviews, and marketing reviews. He has experience drafting compliance manuals, firm disclosures, and training programs.
In addition, Eric has significant experience with a variety of compliance testing processes, such as email reviews, account documentation, fee testing, and suitability testing. He has reviewed ADV Part 2As and compliance manuals.
Prior to joining Calfee in 2023, Eric served as a Compliance Officer with Key Bridge Compliance. He also served as a legal extern for Calfee in 2020 and for the University of Cincinnati Athletics Compliance Office in 2019.
J.D., University of Cincinnati College of Law, 2021
B.A., Political Science and National Security & Intelligence, 2017
Eric Myers – an employee of Calfee Strategic Solutions, LLC – is not licensed to practice law.