John K. Carter, Esq
John K. Carter has more than 25 years of experience in the financial services industry, which includes working for a law firm (Skadden Arps), a federal regulator (SEC), and leading companies (Franklin Resources, Citigroup, and Transamerica).
With this wealth of experience, John helps clients, big or small, to resolve their legal issues. John provides consulting to companies on a host of issues, including acquisitions, outsourcing, vendor selection, systems integration, governance issues, industry trends, and product development. John also serves as an independent director of a growing mutual fund complex.
Previously, John served as Chairman, President, and CEO of a $50 billion asset management company consisting of approximately 120 funds and 35 investment sub-advisers. John served as General Counsel and Chief Compliance OScer prior to being promoted to the helm of the asset management company.
John graduated with a B.S. in Commerce from the McIntire School of Commerce of the University of Virginia, where he concentrated in Finance. He received a law degree from the University of Virginia School of Law, where he was a member of the Managing Board of the Virginia Tax Review.
He is a member of the Florida Bar, the District of Columbia Bar, and the Virginia State Bar. John also completed his Master of Theology from Saint Leo University, Dade City, Florida.
- Corporate Law
- Business Formation and Transactions
- Contract Negotiation
- Estate Planning
- Probate Administration
- Real Estate Transactions
- Buy/Sell Transactions
T. Gregory Reymann II, Esq.
Greg Reymann’s career spans over 25 years and includes senior legal and compliance positions at global investment management leaders such as Franklin Resources, Transamerica and Principal. Greg’s varied and vast background gives him a real world perspective in analyzing and providing solutions to his corporate, investment management and individual clients.
Greg has used his experience in securities law, international and domestic tax planning, anti-money laundering, and privacy/data security to serve cryptocurrency and blockchain clients throughout their product development, initial coin offering or corporate fundraiser, and post-launch phase.
Greg has also authored numerous articles on tax planning and investment manager matters, and is a frequent speaker at industry leading conferences on these subjects.
Greg is a member of the Florida Bar, the Ohio Bar and the Iowa Bar, and is an active faculty member of the National Society of Compliance Professionals. Greg earned his Juris Doctor from the University of Akron School of Law and his Master in Laws in Taxation and in Estate Planning from the University of Miami School of Law.
- Investment Management Consulting and Compliance
- Cryptocurrency Law and Blockchain Legal Services
- Business Formation and Corporate Law
- International and Domestic Tax Planning
- ERISA and Employee Benefits
- Estate Planning/Probate and Trust Administration