Financial Services

Coleman Lew serves clients across the country and has access to a global talent pool. But our offices are in Charlotte, NC — also widely known as Banktown, USA. The financial services industry is part of our DNA. Many of our professionals spent part of their careers working in the banking sector.

It’s also a heavily regulated industry, and we’ve come to know the ins and outs of banking regulations and the implications Dodd-Frank has on corporate boards of directors.

We understand that banking isn’t just about financial connections; it’s also about human connections. “At its core, banking is not simply about profit, but about personal relationships,” said investment banker and former U.S. ambassador to France Felix Rohatyn. The personal relationships component, we believe is non-negotiable.