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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Ted Motheral
Partner at Potomac Law Group, PLLC


Ted Motheral is the Partner in charge of the Cleveland office and the leader of the Cleveland-based corporate practice at Potomac Law Group and focuses on the financial advisory services/wealth management industry. Outside of the financial advisory services industry, Mr. Motheral also has extensive experience in representing private and family-owned businesses across the country in mergers and acquisitions, as well as private debt and equity financing. He has substantial experience in leading transactions for multi-million-dollar acquisitions and has represented borrowers and lenders in multi-million-dollar debt offerings and is also experienced in advising clients on general corporate matters, entity formation and governance, joint ventures, divestments, and reporting requirements and regulations. Ted is a frequent speaker in the financial services space and his team is a proud part of PLG’s broader Corporate Group, with lawyers in 24 states. Before becoming an attorney, he worked as a financial consultant for PricewaterhouseCoopers in the New York City office.

Agenda Sessions

  • Tips And Tricks For Positioning Your Firm For The Future