Employer stock contributions properly structured for prohibited transaction provisions of ERISA
Photo of Lori E. Bostrom

Lori E. Bostrom

Managing Director and Chief Legal Officer

Biographical Info

Ms. Bostrom is located in the New York office and leads Evercore Trust’s in-house legal team.  She has a broad background in financial and retirement services and serves as fiduciary legal counsel on a diverse range of client matters. Prior to joining Evercore Trust, Ms. Bostrom was Senior Vice President and Deputy General Counsel at OppenheimerFunds, responsible for legal issues affecting retirement and investment product distribution and servicing, and the company-sponsored 401(k) plan. Ms. Bostrom’s prior legal experience includes asset management roles with Prudential Financial and The Guardian Life Insurance Company of America, as well as six years of private practice focused on financial and insurance products and transactions. Ms. Bostrom has been a frequent speaker and has served with several retirement and asset management industry associations, with a focus on the nexus between securities and retirement regulation.

Ms. Bostrom earned her B.A. in Government-History from Skidmore College, Phi Beta Kappa, and a J.D. from Cornell Law School, where she was Managing Editor of the Cornell Law Review.

Work 55 East 52nd Street New York NY 10055 646.259.7228