MissionSquare Names CMO
Katherine Lucas has joined MissionSquare as chief marketing officer. In this role, Lucas oversees all aspects of MissionSquare’s Marketing function, including brand, channel, digital, and sponsorship marketing. She reports directly to Andre Robinson, chief executive officer of MissionSquare.
“Marketing plays a critical role in shaping our brand’s future, and we are delighted to welcome Katherine to our growing team at MissionSquare,” said Robinson. “Katherine’s breadth of experience will help differentiate our brand, expand our reach, and deliver greater value to our customers at every touchpoint as we continue to compete and grow in a dynamic marketplace.”
With more than 15 years of enterprise marketing experience, Lucas brings deep expertise in commercial growth, brand differentiation, and customer-centric transformation to MissionSquare. She previously served in several leadership roles at State Street, including head of marketing for North America, head of business and product marketing, and head of client experience.
“This is an exciting time to join MissionSquare as the company continues to focus on growth and innovation,” added Lucas. “As the organization expands its core offerings and enters new areas of the market, my experience in brand and marketing strategy, including integrated sales efforts, will help advance MissionSquare’s focus on meeting the evolving financial needs of individuals and their families. I look forward to supporting the team’s continued success in its next chapter.”
MissionSquare’s marketing division was previously led by Kathleen Wilson, who is serving in a newly created role as the firm’s strategic partners program leader.
Lucas holds a bachelor’s degree, a master’s degree, and a Master of Business Administration from Cornell University, and is based in Massachusetts.
As a company rooted in service, investments, and technology, MissionSquare remains focused on helping all individuals and their families build financial security. Most recently, the firm introduced a new suite of investment, advisory, and planning services and plans to launch additional solutions, including high-yield savings accounts and expanded IRA support throughout 2026 and beyond.
Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.