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I am an attorney and shareholder at Carlton Fields, a national law firm that provides innovative and strategic solutions to clients in the financial services industry. I have experience advising clients on complex issues involving the creation, marketing and operation of retirement products, platforms and service providers. My main areas of focus include the Employee Retirement Income Securities Act (ERISA), ERISA's fiduciary provisions, the Internal Revenue code, regulation of IRAs and other employee benefit plans. My clients for the last decade have been platform providers, trust banks, RIAs, Broker Dealers, Third Party Administrators, and insurance companies. I hold...
Business, Employment and Insurance Defense
I develop strong relationships with clients and believe that frequent and honest communication between lawyer and client is the key to those relationships. I'm an experienced trial and appellate lawyer who has litigated cases in most Ohio counties and in various federal courts across the country and in arbitration, primarily at the Financial Industry Regulatory Authority (FINRA). I've argued appellate matters in Ohio appellate courts, and in the Fourth and Sixth Circuit U.S. Courts of Appeal. I primarily represent corporate clients in business disputes, both prior to and after the institution of litigation and during my career, I've assisted clients...
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Morgan focuses her advocacy on teacher, administrator, coach, and professor representation in disciplinary investigations and hearings, Title IX investigations and hearings; misconduct proceedings against the Ohio Department of Education, and contract disputes; student representation in sexual abuse litigation; and employee representation in discrimination, retaliation, and wrongful termination claims. Prior to utilizing her litigation skills for education and employment clientele, Morgan spent a combined 12 years litigating serious criminal cases as defense counsel and then as a prosecutor, representing multiple municipalities through her position with a large national law firm, and advising law enforcement on legal matters. Her trial experience...
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If there is one phrase that captures the essence of Attorney Greg Finnerty, it may be apt to say that he performs "odd legal jobs." His emphasis is on assisting those with little connection to the legal system, especially young people. While his sweet spot would most obviously Criminal cases, Greg also has extensive experience in Administrative Law and generally helping Ohioans fight the state and local government bureaucracies. Greg prides himself on being a problem solver for those in need. A native of Youngstown, Ohio, Greg graduated from Allegheny College with a degree in History...
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