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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...
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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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