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daniel t. montoya

Daniel T. Montoya - Secretary

Daniel is an attorney licensed to practice law in NY, 1985, and NM, 2008. He received a B.A. in Psychology in 1981 from Columbia College and a J.D. in 1984 from Columbia University School of Law. Prior to moving to Northern New Mexico in 1997, Daniel practiced municipal and corporate finance, securities, and banking law for 13 years in NYC, including working for the trust and custody departments of Citibank, N.A. and Marine Midland Bank, N.A. From 1999 to 2001 he served as the first director of Taos Community Foundation. From 2002 to 2007, Daniel provided consulting services to Heritage Trust, as well as various for profit and non-profit businesses. From 2007 to 2018 he served as Executive Vice President of Heritage Trust.  In addition to serving on the Board of Directors, Daniel provides business and legal consulting services to various businesses, including training and compliance work for Heritage Trust. Daniel has been a member of the Board of Directors since 2002.


Toll Free : 800.850.7775
Taos : 575.758.7700
Albuquerque : 505.758.7736
Santa Fe : 505.473.7770

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