Carrie Piltz Appointed to Spearhead Enterprise Partnerships for MissionSquare Retirement
08 Mayo 2024 - 9:00AM
Financial services industry veteran Carrie Piltz has been selected
to lead Enterprise Partnerships for MissionSquare Retirement, a
staunch advocate of retirement security and financial wellbeing. In
this newly created role, Piltz will tap her extensive experience to
build upon MissionSquare’s important partnerships with industry
asset managers.
Matthew Brenner, CFA, Managing Vice President for Investment
Product Management at MissionSquare Retirement, said, “Carrie
brings a proven track record of leading strategic partnerships in
the financial services industry. We’re fortunate to have her
expertise as we expand our engagements with asset managers and
record-keeping clients. Her ability to navigate complex
partnerships will be crucial as we aim to enhance our market
position and drive growth.”
Bringing a holistic partnership approach, Piltz has broad
industry experience in sales, business development, and strategic
relationships. Piltz has worked across all broker dealer channels
and product lines, and she has expertise integrating wealth
advisory acumen with practice management that is focused on growth.
She joins MissionSquare following more than 20 years at Lincoln
Financial, where she built and led a successful enterprise
partnership function. Piltz also has held key roles at Global
Capital Management Inc., Rightime Econometrics Asset Management,
Inc., and New York Life Insurance Company. She earned a Bachelor of
Arts in Economics from Saint Joseph’s University.
About MissionSquare Retirement
Since our founding in 1972, MissionSquare Retirement has been
dedicated to simplifying the path to retirement security for public
service employees. As a mission-based, nonstock, nonprofit
financial services company, we manage and administer over $77.9
billion in assets.* Our commitment to delivering results-oriented
retirement plans, education, investments, and personalized advice
sets us apart. Explore how we enable public service workers to
build a secure financial future. For more information,
visit www.missionsq.org or follow the company on Facebook,
LinkedIn, and X.
*As of March 31, 2024. Includes 457, 401, 403(b), Retirement
Health Savings (RHS) plans, Employer Investment Program (EIP)
plans, affiliated IRAs, and investment-only assets.
MissionSquare Retirement
media@missionsq.org