Founded in 1972, MissionSquare Retirement is a mission-based, nonstock, nonprofit, financial services company with over $70 billion in assets under management and administration focused on delivering retirement plans, investment options, and personalized guidance for over 1.5 million participant accounts.* For almost 50 years, our mission has been constant – to help those who serve reach their retirement goals with confidence.

Finance

Mission Square Retirement

Mission Square Retirement's headquarters in OR, United States

Lynne Ford

Andrew Whiting

Lynne Smith

Orlando Cruz

Lawrence Chomicki Mba, Pmp, Ccmp

Meredith Kelley

Kathleen Wilson

Andrew R. Whiting

Dai Shi

Jeffrey Gibson

Thomas McAndrews

Catherine S. Leggett

Dai S.

Robert Jones

Opal Mauldin-Jones

Brian Clarke

Cynthia Steer

Troy Brown

Mona Miyasato

Joe Coyne

The Finance & Investment Management team at MissionSquare Retirement is responsible for overseeing the company's investment strategies, managing a diverse portfolio of assets, and ensuring financial sustainability for retirement plans. This team works collaboratively to develop and implement investment products, conduct financial analysis, and provide personalized planning services to help participants achieve their retirement goals with confidence. They also play a key role in regulatory compliance, financial reporting, and supporting institutional sales efforts.

Finance & Investment Management

The Technology & Engineering team at MissionSquare Retirement is responsible for developing, implementing, and maintaining innovative technology solutions that enhance the organization’s financial services offerings. This includes protecting data security, optimizing infrastructure, and delivering robust software applications to improve user experience for participants. The team collaborates across various functions to support the company's mission of empowering individuals to achieve their retirement goals through efficient and secure technological advancements.

Technology & Engineering

The Leadership Team at Mission Square Retirement is responsible for setting the strategic direction and overall vision of the organization. Comprising senior executives from key functional areas such as finance, compliance, human resources, information security, and client experience, this team collaborates to ensure that the company effectively fulfills its mission of helping public service employees achieve their retirement goals. They focus on fostering a culture of excellence, driving innovation, and maintaining the highest standards of operational integrity and customer service.

Leadership Team

Mission Square Retirement

Org chart

Board & advisors

Teams

Finance & Investment Management

Technology & Engineering

Leadership Team

Offices

Mission Square Retirement

Org chart

Board & advisors

Teams

Finance & Investment Management

Technology & Engineering

Leadership Team

Offices

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