Employer stock contributions properly structured for prohibited transaction provisions of ERISA
Photo of Pam Lundell

Pam Lundell

Wealth & Fiduciary Advisor, Managing Director

Biographical Info

Pam Lundell serves as a Wealth & Fiduciary Advisor at Evercore Trust and at Evercore Wealth Management. Prior to joining Evercore in 2011, she was a financial principal at Lowry Hill from 1995 to 2011, managing individual and family relationships. She was earlier a tax accountant in the fiduciary trust division of Norwest Bank and a tax officer for C&S/Sovran Trust Company. She is a member of the Twin Cities Financial and Estate Planning Council and the Greater Twin Cities United Way Women’s Giving Council.
Ms. Lundell earned her B.S. in accounting from the University of South Florida.

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