Board of Directors

Scott Brady
Head of US Product Development and Strategy
Columbia Threadneedle

Scott Chelton, Director
Chief Relationship Officer

DST Systems, Inc.

Michael DeNofrio, Director
Manging Director, Head of Enterprise Investor Services Client Service Delivery
BNY Mellon

Lawrence Fahey
, Director
Vice President, Director of Corporate Operations
Eaton Vance Management


Jim Fitzpatrick
, President
NICSA


Lisa Halbach
Vice President, Director, Fund Administration
Bank of America/Merrill Lynch


Jennifer Hanes, Director

Head of Investment Management & Operations

FIS

Lisa HIll, Director
Managing Director

BlackRock

Dan Houlihan, Chair,
Chair of Operational Strategy Committee
Executive Vice President, Head of Global Fund Services, North America

Northern Trust Company


Timothy Johnson
Partner
Reed Smith

Philip Kolb, Director
Managing Director, Head of Product Group Services

Morgan Stanley Services Company, Inc.

Joshua Lovell
, Director
Senior Vice President

State Street Corporation


Jay Martin

Director
Citi

Ian McCoy, Director
Senior Vice President
Franklin Templeton Investments


Kevin O'Connell, Director

Principal
PwC


Michael O'Reilly, Director

SVP, Risk & Compliance
Fidelity Investments


Peter Poulin, Treasurer
Principal

Deloitte


Rich Prior
Vice President
American Funds


Joseph Quirk, Director
EVP - Head of Mutual Fund Operations
Allianz Global Investors, Inc.

Stacy Roode, Director, Chair of Audit Committee
Senior Vice President, Transfer Agent
OppenheimerFunds


Keith Slattery
Managing Director and Head of Fund Services, NA
JP Morgan


Matt Thomas
Head of Mutual Fund Administration
Vanguard

Mark Trenchard
Director of Operational Compliance
Putnam


David Whitaker
President
Foreside Financial Group, LLC

Margarheeta (Rheeta) Wise
President
MFS Service Center, Inc.

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  • NICSA Webinar: SEC Fiduciary Rule Proposal - The Finer Points

    Tuesday, June 26, 2018 | 1:00pm - 2:00pm

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    Wednesday, June 27, 2018 | 11:00am - 12:00pm ET

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  • NICSA 2018 East Coast Regulatory Summit

    July 17, 2018 | Boston

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  • NICSA 2018 Midwest Regional Meeting (MWRM)

    September 19, 2018

    Four locations: Kansas City, Denver, Chicago, Columbus

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  • NICSA 2018 General Membership Meeting (GMM)

    October 11-12, 2018 | Boston, MA

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  • NICSA 2019 Strategic Leadership Forum (SLF)
    (37th Annual Conference)

    April 3-5, 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