Pamela Everhart is a senior financial services executive with over 26 years of experience assisting one of the world’s largest providers of financial services and products with navigating the fast-paced and complex legislative and regulatory landscape. She has been effective in aligning key stakeholders around common goals and expectations in an unpredictable political environment. Pamela has a demonstrated track record in developing and leading high performing public policy, legal, and compliance teams, focused on data-driven and customer-centric solutions, for highly regulated companies. Pamela also brings experience advising global corporations on complex employee benefits and tax matters.
Pamela is a Governor-appointed member of the MA Economic Council and the MA Financial Services Advisory Council. She is Co-Chair of the Public Policy Leadership Council and a member of the Economic Opportunity Committee at the Greater Boston Chamber of Commerce. Pamela has served as the mutual fund representative to the IRS Information Reporting Program Advisory Committee, where she advised senior IRS officials on a wide range of tax reporting issues. As an active and engaged leader in the community, Pamela sits on several not-for-profit boards, where she has served on governance, finance, and audit committees.
Currently, Pamela is a Senior Vice President and Head of Regional Public Affairs and Community Relations for Fidelity Investments. In this role, she leads the firm’s advocacy strategy and effective engagement with state and local government officials on legislative and regulatory policy matters that could impact the firm’s ability to serve its customers, develop innovative products and services, and recruit and retain top talent. Pamela has engaged, educated, and influenced federal and state lawmakers and administrative officials on key policy issues and positions, including investment advice, fiduciary, retirement, data privacy, tax, digital assets, ESG, and D&I, among others. She led the firm’s successful advocacy efforts to ensure critical business continuity for customers and clients during state/municipal closure orders at the height of the COVID-19 pandemic. As Head of Fidelity’s Community Relations team, Pamela lead an effort to transform the delivery of employee volunteer services to non-profit organizations facing challenges due to COVID-19 to continue to drive impact to underserved and under resourced communities in the firm’s footprint. Such volunteer activities tackled 80 critical business projects for non-profit partners nationwide.
Pamela sits on the firm’s Compliance Advisory Committee (an extension of the firm’s Audit Committee) and has held the position of Associate General Counsel, responsible for legal issues arising from the firm’s management of retirement plan assets for over 30 million customers, including application of federal tax laws, regulations, and rulings.
Pamela serves as Co-Executive Sponsor for the firm’s Fidelity’s Latino and Black Employee Resource Group and a Senior Advisor for the Women’s Leadership Group. She is one of the 19 MA Black and Brown executives who launched the “New Commonwealth Racial Equity and Social Justice Fund” to help drive transformative social changes to address systemic racism and racial inequity and was appointed by Boston Mayor Martin Walsh to the Steering Committee of the Boston Racial Equity Fund. Pamela was recently honored by the Boston Business Journal as one of Boston’s “50 Power – 2021 Movement Makers” and the 2021 recipient of the Boston Chamber Pinnacle Award – it’s highest honor.
Pamela started her legal career with the global law firm of Ropes & Gray LLP, advising public, privately held and tax-exempt organizations on employee benefits and corporate tax matters. Pamela also practiced as a certified public accountant and senior tax manager with EY. Pamela is admitted to practice law in MA and before the Supreme Court, and she is a member of the MA Bar and the Texas Society of CPAs.
Pamela received a bachelor’s degree in Business Administration from the University of Texas at Austin and a Juris Doctorate from Harvard Law School.