MissionSquare Retirement Executive and Leadership Team

July, 2026

Leadership Overview

MissionSquare Retirement has 7 executives leading key functions including marketing, human resources, finance, and sales.

Driven by a commitment to public sector workers, MissionSquare Retirement provides essential retirement plans, investment management, and financial wellness programs to foster long-term financial security for government and nonprofit employees.

Leadership Roles at MissionSquare Retirement

  • Acting Chief Financial Officer - Elizabeth Glista
  • President, Missionsquare Wealth Management - Shannon Hogendorn
  • Chief Marketing Officer - Katherine Lucas
  • Chief Human Resources Officer - Lisa Raff
  • Chief Human Resources Officer - Lisa Smith
  • Chief Marketing Officer, Acting - Kathleen Wilson
  • Chief Sales Officer - Andrew Whiting
  • Elizabeth Glista - Acting Chief Financial Officer

    Elizabeth Glista, the Acting Chief Financial Officer at MissionSquare Retirement, directs financial operations and strategic planning. Glista oversees all aspects of financial management, including budgeting, forecasting, accounting, and financial reporting, ensuring fiscal responsibility and compliance. This role is pivotal in maintaining the financial health of the organization as it provides retirement plans, investment management, and financial wellness programs to public sector employers and employees. Glista analyzes financial performance, identifies opportunities for efficiency, and manages financial risks to support MissionSquare Retirement's long-term sustainability. The Acting Chief Financial Officer works closely with executive leadership to develop financial strategies that align with the company's mission of building retirement security for government and nonprofit workers. Elizabeth Glista's oversight ensures that financial resources are allocated effectively to support the delivery of comprehensive financial solutions and maintain the organization's not-for-profit status.

    Shannon Hogendorn - President, Missionsquare Wealth Management

    Shannon Hogendorn, the President, Missionsquare Wealth Management at MissionSquare Retirement, leads the wealth management division. Hogendorn directs the strategic growth and operational excellence of services focused on investment management and financial planning for public sector employees. This role is integral to enhancing the long-term retirement security offered by MissionSquare Retirement. Hogendorn oversees the development of investment strategies and advisory services tailored to the needs of government and nonprofit workers. The President, Missionsquare Wealth Management collaborates with executive leadership to ensure the division's offerings align with the company's overall mission and market position. Shannon Hogendorn's leadership ensures the delivery of high-quality financial solutions, driving client satisfaction and contributing to the organization's success in providing comprehensive retirement and financial wellness programs.
    Shannon Hogendorn

    Katherine Lucas - Chief Marketing Officer

    Katherine Lucas, the Chief Marketing Officer at MissionSquare Retirement, directs all marketing initiatives. Lucas oversees the development and execution of comprehensive strategies designed to enhance brand awareness and engagement with public sector employers and employees. This leadership role involves managing advertising campaigns, digital marketing efforts, and public relations to communicate the organization's mission-driven value proposition. Lucas ensures marketing messages accurately reflect MissionSquare Retirement's commitment to building long-term retirement security for government and nonprofit workers. By analyzing market trends and customer feedback, the Chief Marketing Officer refines outreach programs to maximize impact and reach. Lucas drives the strategic positioning of MissionSquare Retirement's retirement plans, investment management, and financial wellness programs. This involves collaborating with sales and product development teams to align marketing efforts with business objectives. The Chief Marketing Officer's focus remains on expanding the organization's reach and deepening its connection with its target audience across the nation.
    Katherine Lucas

    Lisa Raff - Chief Human Resources Officer

    Lisa Raff, the Chief Human Resources Officer at MissionSquare Retirement, leads all human capital strategies. Raff oversees the development and implementation of programs focused on talent acquisition, employee development, compensation, and benefits to support the organization's mission-driven workforce. This critical role ensures MissionSquare Retirement attracts, retains, and cultivates a high-performing team dedicated to serving public sector employees. Raff directs initiatives aimed at fostering a positive and inclusive workplace culture, aligning HR practices with the company's core values. The Chief Human Resources Officer plays a key part in organizational design and change management, ensuring the workforce is equipped to meet evolving business needs. Raff collaborates with other senior leaders to integrate HR strategies with overall business objectives, supporting the delivery of retirement plans, investment management, and financial wellness programs. Lisa Raff's leadership ensures the internal infrastructure effectively supports MissionSquare Retirement's external commitment to financial security for government and nonprofit workers.
    Lisa Raff

    Lisa Smith - Chief Human Resources Officer

    Lisa Smith, the Chief Human Resources Officer at MissionSquare Retirement, spearheads talent management and organizational development. Smith focuses on cultivating a robust workforce capable of delivering specialized financial services to public sector employees. This leadership position involves designing and implementing HR policies that support employee growth, engagement, and retention, crucial for an organization dedicated to long-term retirement security. Smith oversees recruitment strategies to attract skilled professionals in areas such as retirement planning and investment management. The Chief Human Resources Officer ensures that HR functions align with MissionSquare Retirement's mission-driven approach, fostering a culture of service and integrity. Lisa Smith's responsibilities include managing employee relations, performance management systems, and compliance with labor laws, thereby strengthening the operational backbone of the company. This role is essential for maintaining a motivated and effective team dedicated to the financial wellness of government and nonprofit workers.

    Kathleen Wilson - Chief Marketing Officer, Acting

    Kathleen Wilson, the Chief Marketing Officer, Acting at MissionSquare Retirement, leads strategic marketing efforts. Wilson directs the creation and implementation of campaigns that enhance MissionSquare Retirement's visibility and outreach to public sector employers and employees. This role involves overseeing market research, brand management, and digital communications to effectively convey the organization's commitment to retirement security. Wilson ensures marketing strategies support the delivery of retirement plans, investment management, and financial wellness programs. The Acting Chief Marketing Officer collaborates with cross-functional teams to align marketing objectives with business goals, driving engagement and program adoption. Kathleen Wilson's focus is on expanding the organization's impact and reinforcing its position as a trusted partner for government and nonprofit workers seeking long-term financial planning solutions. This leadership ensures consistent and compelling communication of MissionSquare Retirement's value proposition.

    Andrew Whiting - Chief Sales Officer

    Andrew Whiting, the Chief Sales Officer at MissionSquare Retirement, drives revenue growth and market penetration. Whiting oversees the sales organization, developing and executing strategies to expand the reach of MissionSquare Retirement's retirement plans, investment management, and financial wellness programs. This leadership position is critical for engaging public sector employers and employees across various government and nonprofit sectors. Whiting directs efforts to build and maintain strong client relationships, ensuring the organization effectively meets the unique financial needs of its target audience. The Chief Sales Officer collaborates closely with marketing and product development teams to ensure sales initiatives are aligned with overall business objectives and market demands. Andrew Whiting's focus is on achieving ambitious sales targets and reinforcing MissionSquare Retirement's commitment to fostering long-term retirement security for public sector workers nationwide.

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    Frequently Asked Questions Regarding MissionSquare Retirement Top Executives and Leadership Team

    Who leads MissionSquare Retirement?
    MissionSquare Retirement is led by Elizabeth Glista (Acting Chief Financial Officer), along with executives such as Shannon Hogendorn (President, Missionsquare Wealth Management) and Katherine Lucas (Chief Marketing Officer).
    Who is part of MissionSquare Retirement’s executive team?
    The executive team of MissionSquare Retirement includes leaders such as Elizabeth Glista (Acting Chief Financial Officer), Shannon Hogendorn (President, Missionsquare Wealth Management), Katherine Lucas (Chief Marketing Officer) and other senior executives.
    How many executives does MissionSquare Retirement have?
    MissionSquare Retirement has 7 executives leading key business areas.
    What roles are included in MissionSquare Retirement’s leadership team?
    The leadership team of MissionSquare Retirement includes roles such as Acting Chief Financial Officer, President, Missionsquare Wealth Management, Chief Marketing Officer, Chief Human Resources Officer, Chief Human Resources Officer.