Archive for the
‘Mission Trust News’ Category

Leslie Gagner Joins Mission Management & Trust Co. as Trust Operations Administrator

Leslie Gagner Joins Mission Management & Trust Co. as Trust Operations Administrator

TUCSON, Ariz. – May 12, 2025 –Leslie Gagner has joined Mission Management & Trust Co. (Mission Trust) as Trust Operations Administrator. In this role, she supports critical operational functions including account openings and closings, bill payment, and other account transactions.   Gagner also handles asset documentation, performs account reconciliations, and ensures compliance with regulatory requirements. She [...]

May 12, 2025

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by: Mktgsr

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Categories: Markets & Economy, Mission Trust In The Community, Mission Trust News

April 2025 Tariff Commentary

April 2025 Tariff Commentary

    On Wednesday April 2, President Trump announced a sweeping set of reciprocal tariffs, marking one of the most aggressive shifts in U.S. trade policy in over a century. As global markets digested the implications, volatility surged, with the S&P 500 falling by more than 10% in two trading days — its steepest daily [...]

April 8, 2025

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by: Mktgsr

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Categories: Investment Thinking, Markets & Economy, Mission Trust News, Quarterly Commentary, Stock & Bond Markets

Karen Ross Joins Mission Management & Trust Co. as Trust Officer

Karen Ross Joins Mission Management & Trust Co. as Trust Officer

PHOENIX, Ariz. – November 20, 2024 – Karen Ross has joined Mission Management & Trust Co. (Mission Trust) as a Trust Officer. With over 35 years of experience in trust and estate management, Karen brings a wealth of expertise and a proven history of exceptional client service to her new role. As a Trust Officer [...]

November 22, 2024

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by: Mktgsr

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Categories: Markets & Economy, Mission Trust In The Community, Mission Trust News

Ben Fredlake Named Senior Portfolio Manager at Mission Management & Trust Co.

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 [...]

May 7, 2024

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by: Mktgsr

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Categories: Mission Trust In The Community, Mission Trust News

Transforming Arizona’s Financial Landscape

Transforming Arizona’s Financial Landscape

TUCSON, AZ – December 19, 2023 – Mission Management & Trust Co. (Mission Trust) proudly unveiled its new logo and brand image on December 11, 2023. The updated visual identity represents a collaborative spirit that has flourished since member-owned Notre Dame Federal Credit Union acquired Mission Trust in 2022. In a recent statement, Mission Trust [...]

December 19, 2023

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by: Mktgsr

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Categories: Economics, Markets & Economy, Mission Trust In The Community, Mission Trust News

Leading with Vision, Integrity, and Courage

Leading with Vision, Integrity, and Courage

Bridget O’Brien Swartz, Vice President and Fiduciary Counsel for Mission Management & Trust Co., was recently named the 36th President of the National Association of Elder Law Attorneys (NAELA) Board of Directors. In addition to being an experienced lawyer, Bridget is a strong, compassionate leader, and one of the nation’s leading practitioners in special needs […]

November 2, 2023

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by: Mktgsr

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Categories: Mission Trust News

Farewell and Thank You: Celebrating Carmen Bermúdez’s Remarkable Journey with Mission Management & Trust Co.

Farewell and Thank You: Celebrating Carmen Bermúdez’s Remarkable Journey with Mission Management & Trust Co.

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 [...]

September 25, 2023

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by: Taylor

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Categories: Mission Trust In The Community, Mission Trust News

National Academy of Elder Law Attorneys Names Bridget O’Brien Swartz, JD, MPA, as President of its National Board of Directors

National Academy of Elder Law Attorneys Names Bridget O’Brien Swartz, JD, MPA, as President of its National Board of Directors

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 [...]

July 11, 2023

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by: Stephanie Schrock

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Categories: Mission Trust In The Community, Mission Trust News

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