Ben Fredlake Named Senior Portfolio Manager at Mission Management & Trust Co.
TUCSON, AZ – May 7, 2023 – Mission Management & Trust Co. (Mission Trust), a leading financial services firm, announced the appointment of Ben Fredlake, CFP®, as its new Senior Portfolio Manager. In his new role, Fredlake will collaborate with the Mission Trust investment team in strategic portfolio design, manage client portfolios, and provide comprehensive financial planning services to clients.
With over a decade of experience in the financial services industry, Fredlake brings a wealth of expertise and a proven track record of success to his new position. Most recently, he served as the Director of Planning at LifeManaged, where he led fiduciary planning for over 100 client relationships and played a key role in the company’s significant growth.
“I am eager to join the Mission Trust team and contribute to its mission of providing exceptional financial services to clients,” said Fredlake. “I look forward to leveraging my experience and expertise to help clients achieve their financial goals.”
Tom Gryp, Chair and CEO of Mission Trust, said, “Ben’s extensive experience and dedication to client success make him the ideal candidate for this role. I look forward to the contributions he will make in helping clients secure their financial future.”
Fredlake holds a Bachelor of Arts degree in Economics from the University of Notre Dame and is a Certified Financial Planner® professional. He is deeply committed to serving his community and is actively involved in volunteering with the Fiesta Bowl organization as a Yellow Jacket committee member. Ben can be contacted by email at Ben@MissionTrust.com or by phone at 520-577-5011.
About Mission Management & Trust Co.
Mission Management & Trust Co. (Mission Trust), based in Tucson, Ariz., is an Arizona-chartered, independent trust company specializing in trust and estate services, asset management, and securities custody. Established in 1994, Mission Trust was acquired by Notre Dame Federal Credit Union (Notre Dame FCU) in February 2022 to complement and augment its array of online, retail, and mobile banking and financial services.
CONTACT:
Stephanie Schrock
Chief Marketing Officer
Marketing@MissionTrust.com
574-400-4959
