MISSION MANAGEMENT & TRUST - Key Persons

Job Titles:

• VICE PRESIDENT & FIDUCIARY COUNSEL

Bridget O'Brien Swartz, Vice President & Fiduciary Counsel, recently came to Mission Trust from the practice of law, most recently serving as Senior Counsel at the law firm of Dyer, Bregman & Ferris, PLLC in Phoenix, Arizona. Bridget's law practice of over 25 years primarily focused in the area of special needs law, including but not limited to assisting clients with public benefits eligibility issues, personal injury settlement planning, guardianship and conservatorship, as well as special needs trust drafting and administration. At Mission Trust, Bridget will be facilitating the expansion of its footprint in Arizona and the development of trust services beyond the traditional to include settlement planning and related trusts such as qualified settlement funds, special needs trusts and settlement preservation trusts. Originally from Duluth, Minnesota, Bridget obtained her undergraduate degree from Notre Dame, and her law degree as well as a Master's in Public Administration from ASU. She is a Certified Elder Law Attorney certified by the National Elder Law Foundation and a Fellow of the American College of Trust and Estate Counsel (ACTEC). She remains actively involved in national attorney organizations such as the National Academy of Elder Law Attorneys (NAELA) as an Officer and the Special Needs Alliance. Bridget O'Brien Swartz also acts as Adjunct Faculty for the LL.M. in Elder Law Program at Stetson University's College of Law and at Arizona State University's Sandra Day O'Connor College of Law.

Job Titles:

• Vice President

Job Titles:

• Member of the Corporate & Operations Team
• VICE PRESIDENT, DIRECTOR of TRUST OPERATIONS

Cyndi Sprague, Vice President, Director of Trust Operations, is responsible for Mission Trust'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 Trust'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 Trust 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 Trust.

Job Titles:

• Vice President
• VICE PRESIDENT, TRUST ADMINISTRATION TEAM

Cynthia Wahlin, J.D., Vice President, oversees the Trust Administration Team and serves as an administrator of personal trusts, special needs trusts, and investment and custody accounts for individuals, non-profits and captive insurance companies. Cynthia is a member of the Illinois State Bar. She received her Juris Doctor from Loyola University Chicago School of Law and her B.A. from Baylor University. Cynthia is a certified mediator, collaborative law professional, and an Arizona licensed fiduciary. Prior to joining Mission, Cynthia worked as a domestic mediator while administrating a behavioral health practice. Her previous positions include Trust and Estate Administrator for Bank One, and Vice President of Private Banking and Personal Trust for First Hawaiian Bank. Cynthia values her Trust Officer position because it provides a venue through which she can apply her professional expertise and personal attributes to serve clients and trust beneficiaries.

Job Titles:

• Executive Director ( Retired )

David Brenner is the former Executive Director of Innovation Park at Notre Dame. Founded in 2009, Innovation Park has become a significant contributor to the creation of a dynamic entrepreneurial ecosystem at the University of Notre Dame, whose mission is to cultivate new innovations emerging from university research into marketable new ventures. Over 75 new companies have been established since 2010 and raised over $55 million in equity investment. Mr. Brenner is an accomplished executive, with over 35 years of experience in FORTUNE 100 companies, with direct responsibility to lead new business activities, either internally or externally, via internal development, acquisitions or start-ups. His background includes the founding of IdeaWorks, LLC, a new venture accelerator in Grand Rapids, Mich. Prior to IdeaWorks, Dave served as senior vice president for Amway Corporation in global market development and as founder and president of Amway Ventures, Inc., which developed and launched several new independent business ventures. His professional experience also includes corporate executive positions at Kelloggs in the US and in Europe, as well as in senior business development roles at Johnson & Johnson and Procter & Gamble. David has been active with the Gigot Center for Entrepreneurial Studies in the Mendoza College of Business and was a member of its advisory board for several years. David was also a former member of the Board of Directors for the Irish Angels; a Notre Dame-inspired angel investor group dedicated to supporting new ND-DNA ventures. He is the former chairman of the Michigan Great Lakes Entrepreneurs Quest business plan competition, a co-founder of the Western Michigan chapter of the Association for Corporate Growth, and serves on several boards, including the Edison Innovation Awards and a number of non-profit boards including the Notre Dame Federal Credit Union. He is a board member of Middleburg Capital Development in Middleburg, VA and is a graduate of the University of Notre Dame.

Job Titles:

• Director
• DIRECTOR of MARKET DEVELOPMENT

David L. Gryp, Director of Market Development, holds joint roles as the Arizona Market President of Notre Dame Federal Credit Union and Director of Market Development at Mission Management & Trust Co. Throughout his 15-year career, David has focused on growing the trust and estate management business for banks and trust companies. As a Certified Trust and Financial Advisor, David demonstrates his commitment to maintaining the highest ethical standards and retaining a firm grasp of financial and trust related topics through continuing education. Prior to this role, David was Arizona President of Private Wealth Management for a bank in Phoenix, Arizona, where he was responsible for leading a team of trust officers, portfolio managers, personal bankers, and commercial lenders. David holds a Bachelor of Arts with Honors in Liberal Studies from Holy Cross College. He currently sits on the Professional Advisory Board of the Catholic Community Foundation.

Job Titles:

• CHIEF FINANCIAL OFFICER
• Member of the Corporate & Operations Team

Eric Rauch, Chief Financial Officer, has nearly 30 years of experience in the financial services industry and over 20 years spent in credit unions. He earned a Bachelor of Science in Accounting and Finance from Indiana University-Bloomington as well as a Master of Business Administration from Bethel College. Before being appointed to CFO at Mission Management & Trust Co. and Notre Dame FCU, Eric served as the Vice President of Finance and then CFO at INOVA Federal Credit Union. Prior to INOVA, he held positions at Teachers Federal Credit Union and 1st Source Bank. In the community, Eric serves on the finance committee for Child and Parent Services of Elkhart County (CAPS). Eric formerly served on the St. Joseph Valley Chapter of Credit Unions and on the Board for the Mishawaka Breakfast Optimist Club.

Job Titles:

• Entrepreneur / Consultant
• Owner of the Summers Group

James Summers is the owner of The Summers Group, LLC (TSG). TSG designs business solutions that improve profitability through diversity and inclusion. The company's primary focus is on small and very small businesses, assisting them to develop the effective business processes to build capacity and grow. James has over 30 years of business leadership experience launching new and innovative products and services for fortune 500 companies and leading and directing profitable multi-million dollar business operations. For the Chicago Urban League he developed and led Diversity & Inclusion Programming. For the consulting firm the Kaleidoscope Group, he directed marketing activities and served as President of their multicultural marketing subsidiary. For the Whirlpool Corporation, James was director of Global EBusiness and a Diversity & Inclusion Committee Chair. For Spiegel, Inc. he directed Electronic Publishing. James serves on several boards, committees and commissions including the Youth Service Bureau- South Bend, IN; Community Forum for Economic Development; The South Bend Career Academy; The Community Education Impact Committee and the University of Wisconsin-Whitewater Entrepreneurship Advisory Board. He is the current Economic Development Committee Chair for the 100 Black Men of Greater South Bend and the past Diversity & Inclusion Advisor for the Society for Human Resource Management Michiana and Oakbrook, IL chapters.

Job Titles:

• Member of the Corporate & Operations Team
• OPERATIONS ADMINISTRATOR

Kerri Osborne, Operations Administrator, carries the work load for our most critical daily operational functions. She works closely with the Director of Operations to ensure the accurate and timely handling of trades and portfolio accounting for clients. She is most satisfied when trust accounts and settlements balance to the penny each night, ensuring that clients' funds are where they should be. Kerri first came to Mission Trust as a student intern. She holds a B.S. in Finance, with honors, from Northern Arizona University.

Job Titles:

• Member of the Portfolio Management Team
• PORTFOLIO MANAGER and DIRECTOR of TRADE OPERATIONS

Kerry Sroczynski, Portfolio Manager and Director of Trade Operations, has core responsibility for portfolio monitoring and construction, equity and bond trading, cash management functions, and regulatory compliance. As the designated early bird of the office, he is in Mission Trust's office before and during market hours to monitor market activity and client portfolios. With a steady hand, Kerry weathered the stress of the 2007-2009 markets extremely well. He joined Mission Trust in 2006 and has more than 30 years of financial service experience including positions at JPMorgan Chase Bank and several registered investment advisors. Kerry was the Director of Investor Relations for a Chicago commercial real estate firm, where he was solely responsible for managing over 7,500 investors. He entered the University of Illinois at Urbana as a salutatorian and earned a B.S. degree in Advertising.

Job Titles:

• ACCOUNT ADMINISTRATOR

Marilú Castaño, Account Administrator, supports Mission Trust's Client Advisory team by aiding in the overall maintenance of accounts. She was first introduced to Mission Trust by working as an intern for the Consulate of Costa Rica, and was later hired as Office Manager and Executive Assistant. Marilú graduated with Honors from The University of Arizona, earning a B.S. in Business Administration and International Business, and a Minor in Spanish. Since the age of six she has enjoyed dancing with Ballet Folklórico San Juan and now with Ballet Folklórico Arizona. She and her husband love traveling to new places and spending time with their two young sons.

Job Titles:

• Executive
• Finance

Mo is currently the Chief Financial Officer at Irish Realty Group where her focus is on the financial strength of the four entities encompassed within this group. Prior to this role, Mo has held an extensive career in finance, including as Chief Financial Officer & Secretary Treasurer for Charles S. Hayes, Inc. and as Interim Chief Executive Officer at Holy Cross Village at Notre Dame. Mo holds a Bachelor of Science in Accounting from Indiana University and a Master of Business Administration from the University of Notre Dame. She is a CPA and member of the American Institute of Certified Public Accountants and the Indiana CPA Society. In addition to her role on the board of Notre Dame Federal Credit Union, Mo is a board member at Holy Cross Village at Notre Dame and Triangle Homeowners Association, as well as a committee member with Trinity Health Systems/St. Joseph Hospital Secret Sisters Society.

Job Titles:

• Member of the Portfolio Management Team
• PORTFOLIO MANAGER

Rashad Kelly, Portfolio Manager, is responsible for the day-to-day maintenance of Mission Trust's formularized, heavily quantitative investment models, including new data integration and model reporting. He is actively involved in portfolio operations, portfolio accounting, securities custody integration, trading, and market surveillance. Rashad oversees the programming and development work for our proprietary stock selection model. He recognizes the importance of disciplined processes in portfolio work for clients and assures that Mission Trust's processes work properly. Rashad holds a B.S. in Business Administration from the University of Arizona and an A.B. from Pima Community College.

Job Titles:

• ACCOUNT ADMINISTRATOR

Sonia Carrillo, Account Administrator - As a member of the Client Advisory team, Sonia is actively involved in client service, ensuring accessibility and responsiveness for our clients. She performs a range of administrative responsibilities and helps oversee smooth office operations. Prior to joining Mission Trust, Sonia spent six years in international and domestic private banking, then 24 years in the brokerage services industry. She thrives when working closely with clients and helping them achieve their goals.

Job Titles:

• Member of the Portfolio Management Team
• PORTFOLIO MANAGER
• PRESIDENT

Susan L. Ernsky, President, oversees day-to-day company operations and is a member of the Client Advisory and Portfolio teams. She joined Mission Trust in 1996 after serving as regional manager and Tucson bank president at Citibank and Norwest Bank, respectively. Susan earned a B.A. and M.B.A. from the University of Arizona. Community-minded, she was Chairman of the Board for TMC HealthCare and served on its captive insurance subsidiary board. A recipient of numerous awards, including the Women on the Move Award from the YMCA, Susan values working with a team that really cares about its clients. Earning her clients' trust and confidence is the most rewarding aspect of her time with Mission Trust.

Job Titles:

• CHIEF INVESTMENT OFFICER
• MANAGING DIRECTOR
• Member of the Portfolio Management Team

Thomas J. Feeney, Chief Investment Officer, 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 Trust, 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.

Job Titles:

• CEO
• Chairman
• Member of the Corporate & Operations Team

Thomas Gryp, Chair/CEO, is also the President/CEO of Notre Dame Federal Credit Union. Spanning a financial services career of more than 40 years, Tom possesses a broad array of operational acumen with an emphasis in lending, technology, and investment management services.