Archive for the
‘Mission Trust In The Community’ Category

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 [...]

It is with a sense of profound respect and gratitude that we announce the departure of Carmen Bermúdez, our esteemed Founder and Chairman Emerita. Carmen is a groundbreaking visionary who leaves behind a tremendous legacy at Mission Management & Trust Co. (Mission Trust). It is not hyperbole to say that she changed the industry, having [...]

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 [...]

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 [...]

When the doctors say, “there is nothing more we can do,” hospice says, “yes, there is—we can provide comfort care.” While most people connect hospice to dying, I like to think of hospice as a gift. Hospice helps people live as fully and as comfortably as possible after it has been determined that medical treatment [...]

Mission employees spread the holiday cheer by volunteering to decorate a tree at a local independent and assisted living community. Pictured (l to r) are Cynthia Wahlin, Susan Ernsky and Leah Geistfeld. Thanks to Mountain View Retirement Village for letting us celebrate the holidays with residents!

Mission’s Treasurer and Chief Financial Officer, Rhonda Perez (pictured 5th from the right), is also the Treasurer for local non-profit organization, Friends of the Pima County Public Library ("Friends").  A volunteer with Friends for the past four years, Rhonda is proud to be one of 225 volunteers that help process and sell used and discarded [...]

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 [...]

When it comes to exceeding clients’ expectations, Mission Management & Trust Co. has found it is not alone. Interns from the University of Arizona’s Eller College of Management are successfully engaged in special projects at Mission, and are delighting everyone with their acumen, ability and attitude. Initially, Mission viewed the partnership warily, according to Carmen [...]