Morgan Rogers

Ed O’Keefe advises and represents financial institutions. From strategy to tactics and logistics, Ed’s experience includes investigations, litigation, regulatory compliance, governance, cybersecurity, compensation, and risk management. He also advises on law department management, including effective legal engagement with regulators and control functions. Ed is the former Global General Counsel of Bank of America Corporation. Having also headed or served as a senior executive with...

John McIntosh has extensive experience in advising business clients across various industries on a wide range of corporate and transactional matters. John’s practice focuses on structuring and negotiating merger and acquisition, recapitalization, and joint venture transactions for both domestic and international companies. He has advised private equity sponsors in connection with leveraged buyout and related transactions. In addition, John represents publicly held international companie...

Carolyn Meade has 20 years of experience serving as corporate counsel, helping partners negotiate the terms of their ventures, shepherding investments for sponsors, high net worth individuals and private equity, and advising founders from the day-to-day through an exit. Carolyn’s steady hand, market knowledge, and ability to drive successful outcomes have made her a trusted ally to her clients. Carolyn’s practice encompasses a wide range of corporate transactional matters, with a ...

David Iacuzio is a top attorney recognized by Best Lawyers in the practice area(s) of Real Estate Law. David, who practices law in Charlotte, North Carolina, has been recognized since 2024. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which David is held by other top lawyers in the same geographic and legal practice area.

After graduating from the University of North Carolina School of Law, Bryan began practicing in the employment law and employee benefits areas, working for large law firms that concentrated in those areas. In 2001, Bryan returned to school at the Georgetown University Law Center and studied to receive an LL.M. in Taxation with a concentration in Employee Benefits, a field that includes retirement plans, health insurance plans, short- and long-term disability, life insurance and other similar ...

Felicia Gardner is a seasoned practitioner with extensive experience advising employers on employee benefits, executive compensation, and other employment-related matters as outside counsel and as an associate general counsel at a large financial institution. Felicia focuses her practice on employee benefits and executive compensation matters. She works closely with employers of all sizes and types to design programs and packages to help them attract and retain high-level talent. She has over...

Jason Bennett is a partner in Winston & Strawn LLP’s Charlotte office who focuses his practice on debt financing and other corporate finance transactions, with an emphasis on asset-based and cash flow lending. Mr. Bennett represents banks and other financial institutions on financings involving acquisitions, recapitalizations, multicurrency facilities, foreign collateral, and split lien, first/second lien, mezzanine, and bank/bond structures. He has significant experience in a wide ...

As an intellectual property attorney with more than 30 years of experience, Dick Lupo focuses his practice on intellectual property and technology transactional matters. Heavily involved in a variety of intellectual property and transactional matters for emerging-market companies as well as established businesses, Dick provides sophisticated IP counsel to diverse clients in wide-ranging industries, including: Financial services Heavy industrial manufacturing Internet applications Computer sof...

Margaret Santen is a top attorney recognized by Best Lawyers in the practice area(s) of Litigation - Labor and Employment. Margaret, who practices law in Charlotte, North Carolina, has been recognized since 2025. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Margaret is held by other top lawyers in the same geographic and legal practice area.

Brian K. Cary is a top attorney recognized by Best Lawyers in the practice area(s) of Real Estate Law. Brian K., who practices law in Charlotte, North Carolina, has been recognized since 2014. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Brian K. is held by other top lawyers in the same geographic and legal practice area.