Board of Directors

Stacy Bernstein, Director
American Century Investments

Scott Brady, Director
Columbia Threadneedle Investments

Michael DeNofrio, Director
BNY Mellon

Larry Fahey, Director

Eaton Vance Management


Jim Fitzpatrick, President

NICSA


Lisa Halbach, Director
Bank of America/Merrill Lynch


Bethany Hendricks, Director
Franklin Templeton Investments

Lisa Hill, Vice Chair
BlackRock

Dan Houlihan, Chair
Northern Trust Company


Timothy Johnson, Director
Reed Smith

Mark Lavan, Director
Legg Mason, Inc.

Veronica Lee, Director
FIS

Joshua Lovell, Director

State Street Corporation


Jay Martin, Director

Citi

Kevin O'Connell, Director
PwC


Cliff Poirier, Director
Fidelity Investments


Peter Poulin, Treasurer
Deloitte


Rich Prior, Director
American Funds Service Company


Joseph Quirk, Director
Allianz Global Investors, Inc.

Rachel Schnoll, Director

Goldman Sachs Asset Management


Keith Slattery, Director
JP Morgan


Matt Thomas, Director
Vanguard Group, Inc.

Mark Trenchard, Director
Putnam Investments


David Whitaker, Director
Foreside Financial Group, LLC

Margarheeta (Rheeta) Wise, Director

MFS Service Center, Inc.

  • 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

  • Industry Leaders Outlook: Product & Marketing Roundtable

    September 11, 2019 | 2:00-3:00 PM ET

    Learn more and register...
  • NICSA is a proud sponsor of the Bonhill Group Women in Asset Management Awards

    September 12, 2019 | NYC

    Learn more and register....
  • NICSA is a supporting partner of the FT Future of Asset Management Summit

    September 18, 2019 | New York, New York

    Learn more and register....
  • The Reality Behind Buzzwords Series: Blockchain

    September 18, 2019 | 2:00-3:00 PM ET

    Learn more and register...
  • Midwest Regional Event | ESG Marketplace & Data Trends

    September 19, 2019 | 2:00-5:00 PM local time | Chicago, IL

    Learn more and register....
  • West Coast Regional Event | ESG Product Trends & Regulatory Practices

    September 25, 2019 | 2:00-5:00 PM local time | San Francisco, CA

    Learn more and register...
  • ALFI Global Distribution Conference

    September 24-25, 2019 | Luxembourg

    Learn more and register...
  • NICSA 2019 General Membership Meeting (GMM)

    October 17-18, 2019 | Boston, MA

    Learn more and register...
  • NICSA 2020 Strategic Leadership Forum (SLF)
    (38th Annual Conference)

    February 26 - 28, 2020 | Ft. Lauderdale, FL

  • NICSA 2020 General Membership Meeting (GMM)

    October 8-9, 2020 | Park Plaza | Boston, MA