Employer stock contributions properly structured for prohibited transaction provisions of ERISA
Photo of Stephen M. Rosa CFA

Stephen M. Rosa CFA

Assistant Vice President

Biographical Info

Mr. Rosa is a member of Evercore Trust’s Finance team.  His responsibilities include monitoring client companies, preparing financial reviews, managing the disposition of company stock and performing analyses related to fiduciary decision-making matters.  Prior to joining Evercore, Mr. Rosa was Senior Associate in PricewaterhouseCooper’s Financial Markets practice, specializing in risk and regulatory consulting for financial institutions.  He is a member of the CFA Society of Washington, DC.

Mr. Rosa earned his B.S. in Management from the Marriott School of Management at Brigham Young University.

Work 815 Connecticut Avenue, NW Suite 710 Washington DC 20006 202.471.3518