Contact

NICSA | 8400 Westpark Drive, 2nd Floor, McLean, VA 22102


Phone:
508.485.1500 | Fax: 508.485.1560 | Email: info@nicsa.org

NICSA PRESIDENT AND StafF PRESIDENT

Jim Fitzpatrick

Jim Fitzpatrick
President
jfitzpatrick@nicsa.org | 508.683.1615

The President works closely with the NICSA Board of Directors to set the strategic direction of the association. Working with staff, the President executes the goals and objectives of the organization and manages the overall day-to-day operation of the association’s business including relationship management, member recruitment, content creation, conference management, as well as the development of new products and services to serve NICSA’s members.

Jim brings over 30 years of experience to this position and is a former NICSA board member. Previously, Jim was a Managing Director at Goldman Sachs Asset Management with responsibilities that included senior leadership responsibilities in both global operations and global sales roles during his career. In addition, he served as an officer of the Goldman Sachs Funds for fourteen years and currently serves as an Independent Trustee for the Hays Series Trust. Jim began his career with The Boston Company and later First Data Investor Services Group, a subsidiary of the surviving entity, First Data Corporation, where he held several senior management positions during his tenure. Most recently Jim was President of Executive Business Coaching, Inc. where he specialized in corporate strategy and executive development.


STAFF

  Anne De May
Vice President, Sales and Member Engagement
ademay@nicsa.org | 508.409.6861

NICSA's Sales and Member Engagement contact will focus on external sales to potential member firms and will work to expand and enhance our relationships with existing member firms.

Anne has over thirty years of experience in financial services. She has served in various senior roles at leading broker dealer, mutual fund and investment management organizations including Carnegie Capital Management, Stein Roe & Farnham and Goldman Sachs Asset Management. Anne’s career includes oversight of internal operations, retail sales desk and customer support, product support, and retail and institutional call center operations. Most recently, Anne served as Senior Vice President, Strategic Account Management at Morningstar, Inc. responsible for Morningstar’s key strategic relationships.
 Andy FalterAndy Falter
Vice President, Sponsorships and Exhibits Sales
afalter@nicsa.org | 203.797.9559 (office) | 571.271.5430 (mobile)

NICSA’s Sponsorship & Exhibit Sales Contact has direct responsibility for selling sponsorships and exhibits for all of NICSA’s meetings, conferences, webinars and platforms. This position also works closely with the Director of Social Media and Marketing and the Event Sponsorship and Meetings Manager to support conferences, webinar marketing and communication efforts.
 
Andy brings over 25 years of experience in the sales industry. Before joining NICSA, Andy worked in the hotel business with Starwood, Wyndham and Hilton Hotels. Andy’s passion is finding out what organization’s true needs are in order to build a partnership that benefits all parties! Andy, a graduate from Michigan State University, participates as a mentor in the University’s Spartan Mentor/Mentee program, volunteers with the Boy Scouts of America, is actively involved in Toastmasters International and has one teenage son. 
 

Allison Lovett
Vice President, Content Manager
alovett@nicsa.org | 508.683.1614


NICSA's Content Manger focuses on the development and execution of NICSA’s content strategy, writing and creation of technical content, and sourcing member-driven and/or third party providers of content. 


Allison has 20+ years of communications and content management experience within the asset management industry. She brings proven capabilities in global brand strategies, print and digital marketing, client servicing and communications, public relations, and advertising to this role. She spent over 19 years with VanEck, where she most recently served as Vice President of Marketing with senior leadership responsibilities in developing and launching new products as well as corporate content and communication strategies. Allison is a graduate of Rutgers University, volunteers with Girl Scouts of the USA, and is a passionate outdoors enthusiast. 

 

 Lilly Bahmani Lilly Bahmani
Meetings and Events Manager
lbahmani@nicsa.org | 508.683.1611

NICSA’s Event & Meetings Manager has direct responsibility for the day-to-day management of meetings, webinars, committee coordination, and other administrative duties as assigned. This position also works closely with the Director of Social Media and Marketing to support conference, webinar marketing and communications efforts.

Before joining NICSA, Lilly worked in the hospitality industry as an Event and Communications Coordinator. With five years of experience on the hotel side of things, Lilly seamlessly made the switch to the planning side, integrating her knowledge and expertise into her current position. Lilly's passion is building relationships and seeing events come to life. She has a keen eye for detail and a passion for people and planning.
 Travis Orton Travis Orton
Program Manager
torton@nicsa.org | 508.683.1618

NICSA’s Program Manager manages the membership renewal process and maintains the membership database. In addition, they manage meeting registration for NICSA conferences and provide administrative support to other NICSA staff.

Travis comes to our association from the city of LA, where he was in charge of advertising and public outreach for LA's new Community Broadband Network initiative. Before that, Travis worked as a compliance officer for a financial institution. Travis has a Bachelor of Science degree in Geography with a minor in Business Management as well as a Master of Public Administration Degree with an emphasis in Nonprofit Management.
 

Kelly Sherrard
Marketing & Communications Manager
ksherrard@nicsa.org | 508.683.1613


The primary roles of the marketing manager are to: implement and monitor all aspects of NICSA’s social media and marketing and communications efforts with the goal of promoting and enhancing the public image of NICSA. This is accomplished through the development and execution of marketing strategies and content.


Kelly is an enthusiastic, dedicated, high performing professional with more than 5 years' experience supporting multiple clients in growing membership and bottom-line performance.  Some of her demonstrated skills include: streamlining operational efficiencies, client relations, project management and strategic planning.  Kelly is a graduate of James Madison University with a BS degree in Communications.


  • NICSA Member Portal Login
Click below to sign into the NICSA member portal.

» Sign in


Don't have an account? Click Here...

Follow Us

Upcoming Events


  • NICSA Webinar: Jump Start Analytics with the Data You Already Have
    July 12, 2017 | 2:00pm - 3:00pm ET

    Learn more and register...

  • ALFI's Global Distribution Conference
    September 19-20, 2017 | Luxembourg

    More information...

  • NICSA 2017 General Membership Meeting (GMM)
    October 5-6, 2017 | Boston, MA


    More information...

  • NICSA 2018 Strategic Leadership Forum (SLF)
    (36th Annual Conference)
    February 28 - March 2, 2018 | Miami, FL


  • NICSA 2018 General Membership Meeting (GMM)
    October 10-11, 2018 | Boston, MA


  • NICSA 2019 Strategic Leadership Forum (SLF)
    (37th Annual Conference)
    February 27 - March 1, 2019 | Ponte Vedra Beach, FL


  • NICSA 2019 General Membership Meeting (GMM)
    October 16-17, 2019 | Boston, MA


  • NICSA 2020 Strategic Leadership Forum (SLF)
    (38th Annual Conference)
    February 26 - 28, 2020 | Ft. Lauderdale, FL