Articles from MissionSquare

MissionSquare announced today that Katherine Lucas has joined the organization as chief marketing officer. In this role, Lucas oversees all aspects of MissionSquare's Marketing function, including brand, channel, digital, and sponsorship marketing. She reports directly to Andre Robinson, chief executive officer of MissionSquare.

MissionSquare announced today an expansion of the firm’s Retirement Health Savings (RHS) Plan with the launch of a new Self‑Directed Brokerage Account (SDBA) offering. The solution, now available to MissionSquare’s nearly 1,200 participating RHS employer plans, provides participants with enhanced investment flexibility to support their long‑term financial and health savings goals.

MissionSquare announced today that Yulia Alekseeva has joined the firm as head of Fixed Income. She is the latest addition to MissionSquare’s growing investments team. In this role, Alekseeva will lead MissionSquare’s Fixed Income division, overseeing the firm’s proprietary funds and strategies, including its stable value portfolios, to drive growth and deliver high‑quality investment solutions for MissionSquare customers.

MissionSquare announced today a record year for retirement plan renewals, marking a significant growth milestone for the organization. This achievement underscores MissionSquare’s strong commercial momentum, driven by nearly 60% year-over-year growth in multiyear plan renewal assets and a 20% increase in plan renewals.1

MissionSquare is pleased to announce the appointment of Dr. Shari Hensrud as head of Investment Strategies, effective May 29. Hensrud will report to Doug Coté, chief investment officer (CIO) at MissionSquare.