Employer stock contributions properly structured for prohibited transaction provisions of ERISA
Photo of Sandy Panetta

Sandy Panetta

Portfolio Manager, Managing Director

Biographical Info

Sandy Panetta serves as a Portfolio Manager at Evercore Trust and at Evercore Wealth Management. Prior to joining Evercore in 2008, she was a managing director and portfolio manager at U.S. Trust, managing money market funds. She is a member of the Women’s Bond Club of New York and is a former member of the Investor Advisory Committee of the Municipal Securities Rulemaking Board.
Ms. Panetta earned her B.A. in Economics from the State University of New York at Oneonta.

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