Posts Tagged
‘credit union’

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 [...]

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 [...]