MissionSquare Retirement Executive and Leadership Team

Elizabeth Glista, the Acting Chief Financial Officer at MissionSquare Retirement, manages the fiscal health and capital allocation strategies for the organization. Glista oversees the financial reporting processes and ensures compliance with regulatory standards governing retirement plan administration. By monitoring investment management performance, the Acting Chief Financial Officer provides critical insights that guide the long-term financial stability of the firm. This role requires rigorous oversight of budgetary planning and risk management protocols to protect the assets of public sector clients. Elizabeth Glista coordinates with the executive team to align financial objectives with the mission-based goals of the organization. Through precise financial modeling, the Acting Chief Financial Officer supports the expansion of advisory services across diverse government sectors. Glista maintains transparency in all fiscal operations, ensuring that the organization remains a trusted partner for nonprofit and public sector employers seeking secure retirement solutions for the workforce.

Shannon Hogendorn, the President, Missionsquare Wealth Management at MissionSquare Retirement, directs the strategic growth and service delivery of the wealth management division. Hogendorn architects investment strategies tailored to the unique needs of public sector employees seeking long-term financial security. By overseeing the advisory team, the President, Missionsquare Wealth Management ensures that clients receive personalized financial planning solutions that complement their defined contribution plans. This role involves managing the performance of investment portfolios and ensuring alignment with the risk profiles of government workers. Shannon Hogendorn drives the expansion of wealth management services to reach a broader base of nonprofit and public sector employers. Through rigorous market analysis, the President, Missionsquare Wealth Management identifies new opportunities for service enhancement. Hogendorn maintains a focus on delivering high-value advisory services that empower individuals to achieve their retirement goals with confidence and stability.

Ina Siler, the President & Founder at MissionSquare Retirement, establishes the overarching vision and strategic direction for the entire organization. Siler architects the foundational mission of providing comprehensive financial services to the public sector, ensuring that all operations remain dedicated to the long-term security of government and nonprofit workers. By leading the executive team, the President & Founder coordinates the integration of retirement plans, investment management, and financial wellness programs. This role involves engaging with key stakeholders and industry leaders to advocate for the financial well-being of the public workforce. Ina Siler drives the long-term growth strategy, ensuring the firm adapts to evolving market conditions while maintaining its not-for-profit integrity. Through visionary leadership, the President & Founder secures the firm's position as a trusted partner for public sector employers. Siler oversees the alignment of all business units with the core commitment to helping individuals build sustainable retirement futures.

Katherine Lucas, the Chief Marketing Officer at MissionSquare Retirement, directs all brand positioning and outreach strategies for public sector financial services. Lucas architects comprehensive communication frameworks that translate complex retirement planning solutions into accessible financial wellness programs for government employees. By analyzing market trends across North American public sector entities, the Chief Marketing Officer optimizes engagement channels to increase plan participation rates. This leadership role involves close collaboration with product teams to ensure marketing collateral accurately reflects the mission-based, not-for-profit nature of the organization. Katherine Lucas drives the development of digital campaigns that highlight the long-term value of defined contribution plans. Through consistent brand messaging, the Chief Marketing Officer strengthens the market presence of the firm, ensuring that public sector employers recognize the unique advisory services available to the workforce. Lucas maintains high standards for all outreach initiatives, ultimately supporting the broader goal of retirement security for government workers.

Lisa Raff, the Chief Human Resources Officer at MissionSquare Retirement, designs the talent acquisition and organizational development strategies necessary to support a mission-driven financial services firm. Raff architects internal culture initiatives that align employee performance with the specific needs of public sector clients. By overseeing workforce planning and professional development programs, the Chief Human Resources Officer ensures the organization retains top-tier talent capable of delivering complex financial wellness solutions. This leadership role involves managing compensation structures and benefits packages that reflect the values of a not-for-profit entity. Lisa Raff drives the implementation of diversity and inclusion policies that enhance the overall effectiveness of the staff. Through strategic human capital management, the Chief Human Resources Officer supports the operational capacity of the firm, enabling the delivery of high-quality advisory services to government and nonprofit workers across the country.

Kathleen Wilson, the Chief Marketing Officer, Acting at MissionSquare Retirement, manages the tactical execution of lead generation and client retention programs. Wilson focuses on the customer experience aspect of financial wellness, ensuring that public sector participants receive clear information regarding investment options. By refining the messaging for retirement planning tools, the Chief Marketing Officer, Acting enhances the accessibility of services for diverse government workforces. This role involves coordinating with regional sales teams to identify market opportunities and tailor outreach efforts to specific employer needs. Kathleen Wilson drives the adoption of digital platforms that simplify the retirement planning process for individual users. Through data-driven analysis of participant behavior, the Chief Marketing Officer, Acting improves the effectiveness of educational programs. Wilson ensures that all marketing activities remain aligned with the core mission of providing long-term security to those serving the public interest.

Lisa Smith, the Chief Human Resources Officer at MissionSquare Retirement, leads the employee engagement and performance management functions to foster a high-performance environment. Smith architects training programs that equip staff with the technical knowledge required to manage complex retirement plans and investment portfolios. By overseeing the recruitment of specialized financial advisors, the Chief Human Resources Officer ensures the organization maintains a competitive edge in the public sector market. This role involves managing labor relations and organizational structure to support the scaling of financial wellness services. Lisa Smith drives the integration of performance metrics that reward excellence in client service and operational efficiency. Through the development of robust internal communication channels, the Chief Human Resources Officer aligns the entire workforce with the mission-based objectives of the firm. Smith ensures that the organizational culture remains focused on the long-term retirement security of government and nonprofit employees.