MissionSquare Adds Hires to Managed Accounts Program

MissionSquare revealed two strategic hires supporting the firm’s growing focus on its Guided Pathways Advisory Services managed accounts program.

The new hires are Adam Harris, director of Managed Accounts Operations and Strategic Growth, and Jacob Dreiling, a senior product analyst, have joined MissionSquare’s Managed Accounts team, reporting to Jason White, head of Guided Pathways Advisory Services.

“The addition of Adam and Jacob helps strengthen our ability to accelerate innovation across our managed accounts offering,” said White. “As we advance our product roadmap—including the introduction of new solutions such as Advisor Managed Accounts—we remain well‑positioned to fast‑track the next wave of enhancements for our customers.”

As director of Managed Accounts Operations and Strategic Growth, Harris is responsible for developing and expanding MissionSquare’s advisory services program, including the introduction of new offerings. Prior to joining MissionSquare, Harris served as head of Investments at Advice by Athena, where he developed proprietary methodology including retirement and wealth risk frameworks, capital market assumptions, asset allocation optimization, glide-path design, and fund screening models. He previously held investment product and analyst roles at Empower and Great‑West.

Dreiling, senior product analyst, applies insights to guide product development and ensure MissionSquare’s managed accounts offering aligns with customer needs and business goals. His work supports user experience, business objectives, and product evolution. Dreiling joins MissionSquare from Fidelity, where he served as managing director working, with plan sponsors, advisors, and TPAs on retirement strategy and product adoption. He brings over 10 years of experience in investment analysis, product testing, and advisory collaboration.

“Expanding our managed accounts team is central to delivering more personalized, goals‑based advice at scale,” added Jeff Gibson, chief product strategy officer at MissionSquare. “Adam and Jacob’s expertise will help advance our strategy as we continue broadening our offering throughout 2026 and beyond.”