|
|
CHAIRMAN, CEO and FOUNDER Carmen Bermúdez
is the architect who designed Mission. She attended Colegio Superior de Señoritas in her native Costa Rica before immigrating to the United States, where she attended Santa Monica City College. After retirement from a seventeen-year career with TransWorld Airlines, Inc., Carmen entered the financial world and progressed to the positions of Chairman and Treasurer of Marathon Asset Management Co., Inc., Mission’s predecessor. She founded Mission in June of 1994. Carmen oversees the daily administration of the firm, with much of her time dedicated to Mission's marketing and business development. Appointed in 2002 by the President of Costa Rica as Honorary Consul of Costa Rica to the United States, she has opened the Consulate office in Tucson, Arizona. As consul, Carmen's duties include expanding tourism and commerce between the United States and Costa Rica. Carmen has served on numerous community boards and currently is a director for the University of Arizona Research Park Development Corporation. Affiliated with a variety of women's, minority and business organizations, she is proud to be the founding and primary sponsor (since 1999) of the YWCA Bright Futures Program, which provides college scholarships and mentoring to high school girls. A former national-class triathlete, Carmen brings to Mission the same ability, strength and determination that allowed her, at the age of 50, to come in first in the 40 and over age division at the annual Escape from Alcatraz Biathlon.
|
|
|
PRESIDENT, PORTFOLIO MANAGER, Susan L. Ernsky
is responsible for institutional and individual portfolio management and leads Mission’s business development efforts. She earned her B.A. and M.B.A.—with a concentration in finance—from the University of Arizona. She joined Mission after twelve years in bank administration, retail banking, and bank operations. Before joining Mission, Susan worked for Citibank and Norwest Bank, progressing from management trainee to the Tucson bank president in 10 years. She is a former board member of the American Cancer Society, the YWCA, the KUAT Advisory Board, The Parent Connection, United Way of Greater Tucson and the Chicanos Por La Causa Advisory Board. She maintains an active community service schedule today, serving on the board of TMC HealthCare, one of Tucson's community hospitals. A recipient of numerous awards, including the YWCA’s 1995 Women on the Move Award, Susan’s professional achievements, leadership and community involvement exemplify Mission’s founding objectives.
|
 |
|
|
MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER, Thomas J. Feeney
has been professionally involved in asset management and investment consulting since 1969. He has worked with cities, states and major corporations, concentrating particularly on service to charitable and other not-for-profit organizations. In addition to his responsibilities at Mission, Tom was President of Mission’s predecessor firm, Marathon Asset Management Co., Inc. He was previously Executive Director of Stewardship Services, Inc. and a Senior Vice President of Atalanta/Sosnoff Capital Corporation. Prior to his investment career, Tom served on the faculties of the University of Santa Clara, St. Joseph’s College and Guadalupe College. In later years, he lectured on investments at the University of Notre Dame and Georgetown University. His own academic background includes an B.A. in economics from Boston College, an M.B.A. degree from the University of Santa Clara, studies at the Stanford Law School and additional post-graduate work at the University of San Francisco. Tom’s community activities include fund development and pro bono consulting for non-profit organizations. An avid golfer today, he completed the famous Boston Marathon three times.
Tom@MissionTrust.com
|
|
|
|
VICE PRESIDENT, TRUST ADMINISTRATION GROUP, Julie E. Downer, CTFA
is a trust administrator with over twenty five years of experience in the Tucson community. From her years with the Arizona Trust Company, First Interstate Bank, Norwest Bank and Wells Fargo, she brings a depth of knowledge in servicing probate, personal trust, conservatorship, investment management and custody accounts. As a fiduciary specialist, her body of experience is a valuable asset to our team. Julie is a graduate of Cannon Financial Institute and holds the designation of Certified Trust and Financial Advisor (CTFA) granted by the Institute of Certified Bankers. Her personal touch and professionalism provides our clients with the highest caliber of detailed service. A long-time Tucson resident, her professional and community involvements include the Southern Arizona Estate Planning Council, the Carondelet Foundation Financial Health Advisory Council and the Casa De Los Ninos Board of Trustees. Her charitable inclinations have made her a worthy member of the American Cancer Society’s Distinguished Board of Ambassadors and the United Way Community Support Campaign Leaders Team.
Julie@MissionTrust.com
|
|
|
VICE PRESIDENT, TRUST ADMINISTRATION GROUP, Christina Noz, J.D.
performs trust/account administration and client service, working with both individuals and institutions. Christina is a licensed attorney admitted to practice in both Arizona and California. Prior to joining Mission, she clerked for the Hon. Jane Eikleberry at the Pima County Superior Court. While earning her law degree, she interned for the Arizona Attorney General's Office, Pima County Public Fiduciary, Foundation for Senior Living, and Southern Arizona Legal Aid. Christina previously spent three years in charitable gift planning at the Lucile Packard Foundation for Children's Health. As a California native, she has acclimated nicely to desert living and enjoys hiking, cooking, and photography.
Christina@MissionTrust.com
|
 |
|
VICE PRESIDENT, DIRECTOR OF OPERATIONS, Cyndi Sprague
is responsible for Mission's trust and custody operations, which involve pension processing, cash and trade settlements, dividend and interest income collection, depository reconcilement and the various activities of trust accounting. Working closely with Mission's portfolio managers and external investment managers, Cyndi ensures accurate and timely handling of trades and portfolio accounting for our clients. She brought to Mission nearly twenty years of experience in securities operations and trust accounting, including her instrumental role in the founding of Northern Indiana Trust in Fort Wayne, Indiana. Cyndi graduated from Cannon's Trust Operations School, as a certified Trust Operations Specialist and was Series 7 Registered with the National Association of Securities Dealers. She has been a program volunteer with the YWCA and is a graduate of its Women on the Move Leadership Program. Cyndi's responsibilities are the cornerstone for sound operations and strong growth at Mission.
Cyndi@MissionTrust.com
|
 |
|
PORTFOLIO MANAGER AND TREASURER, C. William Winkler, Jr., C.P.A.
manages investment portfolios, handles the internal finance, budgeting and accounting functions, and coordinates both internal and external development work relating to our information systems and portfolio management systems architecture. A Certified Public Accountant, he graduated from UCLA with a degree in Business Administration and earned his M.B.A. in accounting from UCLA. Before joining Mission, Bill was with Arthur Andersen & Co. in Boston and Teledyne, Inc. in Los Angeles. Most recently, he served as an independent financial consultant and accountant to non-profit organizations and several companies in various industries. Bill also taught introductory and advanced accounting and spreadsheet software classes. Bill’s three decades of financial, administrative and organizational experience assures Mission’s operation of effective portfolio and accounting systems and efficient internal procedures and controls. His analytical and inventive perspectives give Mission a progressive edge as we continue our rapid growth.
Bill@MissionTrust.com |
|
