MissionSquare Retirement Executive and Leadership Team

May, 2026

Leadership Overview

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

Dedicated to serving public sector employees, MissionSquare Retirement provides essential retirement planning and financial services, fostering long-term financial security for those who serve communities.

Leadership Roles at MissionSquare Retirement

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

    Elizabeth Glista, the Acting Chief Financial Officer at MissionSquare Retirement, manages the organization's financial operations and reporting. Glista oversees fiscal planning, budgeting, and financial analysis to ensure the company's stability and growth. This critical role involves monitoring financial performance, managing investments, and ensuring compliance with regulatory requirements. Elizabeth Glista's leadership supports MissionSquare Retirement's mission by safeguarding financial resources and optimizing their allocation for maximum impact. The Acting Chief Financial Officer works closely with other executives to develop financial strategies that align with the company's long-term goals. Glista's expertise is vital in maintaining the trust of public service workers by demonstrating sound financial management and a commitment to their retirement security.

    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 development and operational execution of investment and advisory services tailored for public service professionals. This leadership role involves overseeing portfolio management, financial planning, and client advisory services to ensure clients achieve their long-term financial goals. Shannon Hogendorn is committed to upholding the highest standards of fiduciary responsibility and client care within the wealth management arm. The President's focus is on driving innovation and service excellence to enhance the value proposition for public sector employees seeking comprehensive financial solutions. Hogendorn's leadership ensures that Missionsquare Wealth Management effectively supports the financial well-being of those dedicated to public service.
    Shannon Hogendorn

    Katherine Lucas - Chief Marketing Officer

    Katherine Lucas, the Chief Marketing Officer at MissionSquare Retirement, directs all marketing and brand strategy initiatives. Lucas oversees the development and execution of campaigns designed to enhance MissionSquare Retirement's visibility and engagement with public service professionals. This leadership role involves managing digital marketing, content creation, and public relations efforts to communicate the value of the organization's retirement solutions. By analyzing market trends and customer needs, Katherine Lucas ensures marketing strategies align with the company's mission to provide portable retirement benefits. Lucas drives customer acquisition and retention through targeted outreach and by strengthening the organization's connection with its core audience. The Chief Marketing Officer's efforts directly support the company's growth and its commitment to serving those in public service.
    Katherine Lucas

    Kathleen Wilson - Chief Marketing Officer, Acting

    Kathleen Wilson, the Chief Marketing Officer, Acting at MissionSquare Retirement, provides interim leadership for the marketing division. Wilson focuses on maintaining marketing momentum and ensuring continuity in brand messaging and outreach efforts during this transitional period. This role involves overseeing ongoing campaigns and strategic planning to support the organization's objectives. Kathleen Wilson works to uphold MissionSquare Retirement's reputation as a trusted partner for public service workers seeking retirement solutions. The Acting Chief Marketing Officer's responsibilities include guiding the marketing team through immediate challenges and opportunities, ensuring that communication strategies remain effective. Wilson's leadership aims to sustain engagement with the target demographic and reinforce the company's commitment to financial security for public servants.

    Lisa Smith - Chief Human Resources Officer

    Lisa Smith, the Chief Human Resources Officer at MissionSquare Retirement, directs all human capital strategies and operations. Smith oversees talent acquisition, employee development, compensation, and benefits programs to foster a high-performing and engaged workforce. This leadership position is crucial for attracting and retaining the skilled professionals needed to serve public service employees effectively. Lisa Smith ensures that HR policies and practices align with MissionSquare Retirement's mission and values, promoting a culture of service and dedication. The Chief Human Resources Officer plays a key part in organizational development, employee relations, and ensuring a supportive work environment. Smith's strategic approach to human resources directly contributes to the company's ability to deliver exceptional service and financial solutions to its clients.

    Lisa Raff - Chief Human Resources Officer

    Lisa Raff, the Chief Human Resources Officer at MissionSquare Retirement, leads the strategic direction of human resources functions. Raff is responsible for cultivating an organizational culture that supports MissionSquare Retirement's commitment to public service workers. This involves overseeing talent management, employee engagement initiatives, and workforce planning to ensure the company has the right expertise to meet client needs. Lisa Raff's role is instrumental in developing and implementing HR policies that promote employee well-being and professional growth. The Chief Human Resources Officer works to align HR strategies with the company's overall business objectives, ensuring operational efficiency and a positive employee experience. Raff's leadership contributes significantly to MissionSquare Retirement's ability to attract and retain top talent dedicated to serving the public sector.
    Lisa Raff

    Andrew Whiting - Chief Sales Officer

    Andrew Whiting, the Chief Sales Officer at MissionSquare Retirement, drives the company's sales strategy and revenue generation efforts. Whiting oversees the sales teams responsible for engaging with public service organizations and individuals to offer retirement solutions. This executive role involves developing sales targets, managing client relationships, and expanding market reach across various public sector segments. Andrew Whiting ensures that sales processes are efficient and customer-centric, reflecting MissionSquare Retirement's dedication to service. The Chief Sales Officer's leadership is critical in achieving growth objectives and reinforcing the company's position as a trusted financial partner. Whiting's focus on strategic sales initiatives directly supports the organization's mission to provide portable retirement benefits designed specifically for public service workers.

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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 Marketing Officer, Acting, Chief Human Resources Officer.