Archive for the
‘Mission News’ Category

TUCSON, AZ – July 11, 2023 – The National Academy of Elder Law Attorneys (NAELA), a nonprofit organization dedicated to equipping attorneys for the complexity of serving older adults, people with disabilities, and their families, has named Mission Management & Trust Co. Vice President and Fiduciary Counsel Bridget O’Brien Swartz, JD, MPA, as the President [...]

Bridget O'Brien Swartz Joins Mission as Vice President & Fiduciary Counsel Phoenix, Ariz. - August 22, 2022 - Mission is pleased to welcome Bridget O’Brien Swartz as its Vice President & Fiduciary Counsel. Swartz will facilitate the expansion and development of trust services beyond the traditional offerings to also include settlement planning, qualified settlement funds, [...]

Notre Dame, IN – February 16, 2022 – Member-owned Notre Dame Federal Credit Union (Notre Dame FCU) announced today that it has completed the purchase of Mission Management & Trust Co. (Mission), located in Tucson, Arizona. Established in 1994, Mission is an Arizona-chartered, independent trust company, specializing in trust and estate services, asset management and [...]

FREQUENTLY ASKED QUESTIONS for Clients and Beneficiaries Mission Management & Trust Co. (Mission) and Notre Dame Federal Credit Union (Notre Dame FCU) are pleased to announce Mission is now a wholly owned subsidiary of Notre Dame FCU through a credit union service organization (CUSO). This ownership change greatly broadens the services available to Mission's clients [...]

Bill Nordbrock, business contributor to the Arizona Daily Star, recently spoke at a luncheon for a group of students that meet regularly with Mission's CEO, Carmen Bermudez. Carmen is a mentor and cheerleader to these smart, ambitious pre-professionals. Bill was impressed by the variety of career interests they had and the simple life rules they [...]

In honor of Mission's 25th Anniversary year, Bill Nordbrock, contributor to the Arizona Daily Star spoke with Carmen Bermúdez, Mission's Chairman and CEO, to get her insights into the things that have made Mission Management & Trust a successful, enduring enterprise. His first article from the interview, published in July of 2019, talks about the [...]

Celebrating Mission’s 25th Anniversary, Carmen Bermúdez talks to Bill Nordbrock, contributor to the Arizona Daily Star about setting high expectations and having the courage and tenacity to achieve her dreams. In this first of Bill's two articles about his conversation with Carmen, they discuss how she attributes Mission’s success to her commitment, an outstanding team, [...]

Mission Management & Trust Co. is a Woman & Minority Owned Business Enterprise. We have accomplished many goals and continue to exceed expectations. Below are awards and acknowledgements received by Carmen Bermúdez and Mission Management & Trust Co. Carmen Bermúdez, Chairman and CEO of Mission has received the following awards and acknowledgements: YWCA Woman On [...]

Christina Noz was recently featured in the University of Arizona Alumni magazine, and recognized for her ongoing contributions to the University.  Ms. Noz graduated from the UA’s James E. Rogers College of Law in 2008.  She joined Mission in 2010 and leads our Trust Administration group as Vice President.  Her continuing support to the University [...]

As a child growing up in poverty in Costa Rica, Carmen Bermúdez knew at a young age that she would do more with her life. She aspired early on to become a bullfighter – the fear and the challenge drove her will to achieve her dream. After overcoming the many obstacles on her way to [...]