Angela Montez is Senior Vice President, Chief Legal, Corporate & Government Affairs Officer at MissionSquare Retirement. Prior to that, she was a special counsel working with Eversheds Sutherland’s Investment Services Practice Group where she focused her practice on retirement and investment policy and products, including ERISA and related federal tax and securities law issues and collective investment trust matters.
With more than 25 years of experience in the financial services industry, Angela has been a trusted advisor to boards of directors and the C-suite on critical legal, governance, legislative and regulatory matters.
Prior to working with Eversheds Sutherland, Angela served as General Counsel & Chief Legal Officer at MissionSquare Retirement (formerly ICMA-RC), where she led and supervised all aspects of the legal function and corporate governance and served as a member of the company’s senior leadership team.
Prior to this, she held several different legal roles within the company, from Privacy Officer to Chief Legal Officer of the company’s mutual fund complex, and was an officer and advisor to the company’s broker-dealer, investment adviser, transfer agent and trust company subsidiaries.
Prior to these in-house positions, Angela worked as an associate at a prominent employee benefits law firm where she focused on Title I of ERISA, counseling clients regarding fiduciary responsibility, investment and health care matters.