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CHAIRMAN, CEO and FOUNDER Carmen Bermúdez

is the Chairman, CEO, and Founder of Mission Management and Trust Co., which she established in 1994.  Carmen serves as an Honorary Costa Rican Consul to the United States, a position she has proudly held since 2002.  In 2015, Carmen was honored with the St. Katharine Drexel National Justice Award presented by the Sisters of the Blessed Sacrament. In 2012, the Arizona Historical Society featured Carmen in a publication titled Arizona’s 48 Most Intriguing Women.  That same year, The New York Times featured Carmen’s professional achievements in the Jobs section.  A naturalized American citizen, Carmen led the Pledge of Allegiance at the 2004 Republican National Convention.  In 2000, Avon Products chose Carmen as one of four Women of Enterprise and the Star Group recognized her as one of The Leading Women Entrepreneurs of the World.  Carmen was named Mujer 2000 Woman of Today, Latina magazine’s Entrepreneur of the Year in 1999, and was highlighted in Fortune magazine’s Minority Business Enterprises Special Industry Report in April 1999.  Carmen is a member of Southern Arizona Leadership Council and Rotary Club of Tucson.



is responsible for institutional and individual portfolio management, and oversees Mission’s marketing and business development.  She earned her B.A. and M.B.A. from the University of Arizona.  She joined Mission after serving as regional manager and Tucson bank president with Citibank and Norwest Bank, respectively.  Active for years in community service, she has been a board member of several community organizations, most recently serving on the Board of Trustees for TMC HealthCare, one of Tucson’s community hospitals, and GLPIC, its captive insurance subsidiary.  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.



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 A.B. 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.



oversees the client service and trust administration group, working with both individuals and institutions. Christina is a member of the Arizona and California State Bars. Prior to joining Mission, she clerked for the Hon. Jane Eikleberry at the Pima County Superior Court and 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. She earned her law degree from the University of Arizona and her undergraduate degree from the University of California, Berkeley. She is currently a member of the Southern Arizona Estate Planning Council and Planned Giving Roundtable of Southern Arizona.

Rhonda Perez



is responsible for Mission’s human resources and internal accounting functions. She also manages our information technology systems and coordinates business resumption planning. Rhonda began her career at Mission in the Trust Operations department as Assistant Director of Operations. Prior to this Rhonda obtained valuable finance, securities and IT experience while working as an Operations Supervisor and Branch Systems Administrator at Merrill Lynch. She has also directed the cashiering and banking functions for multiple branch offices at Cigna Health Care. Rhonda graduated from The University of Arizona’s Eller College of Business where she earned a Bachelor of Science in Business Administration with a major in Accounting.  Rhonda currently volunteers with The Friends of Pima County Public Library as a member of the Board of Directors and the Finance Committee and also serves as their Treasurer.



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 with Honors from Cannon’s Trust Operations School as a Certified Securities Operations Professional, 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.





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