Pamela Lundell

Partner, Wealth & Fiduciary Advisor at Evercore Trust Company

Pam is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., responsible for delivering comprehensive, multi-generational wealth management and planning advice to clients in the Midwest. She has 22 years of experience providing tax and financial services to high net worth clients.

Prior to joining Evercore in 2011, Pam was a financial principal at Lowry Hill, managing individual and family relationships. She was previously a tax accountant in the fiduciary tax division of Norwest Bank and a tax officer for C&S/Sovran Trust Company.

Pam received a B.S. in Accounting from the University of South Florida and successfully completed the CPA examination. She is a member of the Twin Cities Financial and Estate Planning Council.

Links


Org chart