Board of Directors

Stacy Bernstein
American Century Investments

Scott Brady
Columbia Threadneedle

Scott Chelton, Director
DST Systems, Inc.

Michael DeNofrio, Director
BNY Mellon

Lawrence Fahey
, Director
Eaton Vance Management

Jim Fitzpatrick
, President

Lisa Halbach
 Bank of America/Merrill Lynch

Bethany Hendricks
Franklin Templeton

Lisa Hill

Dan Houlihan, Chair,

Northern Trust Company

Timothy Johnson
Reed Smith

Philip Kolb, Director
Morgan Stanley Services Company, Inc.

Mark Lavan
Legg Mason

Joshua Lovell
, Director
State Street Corporation

Jay Martin


Kevin O'Connell, Director

Cliff Poirier
Fidelity Investments

Peter Poulin, Treasurer

Rich Prior
American Funds

Joseph Quirk, Director
Allianz Global Investors, Inc.

Kirk Reid

Rachel Schnoll
Goldman Sachs Asset Management

Keith Slattery
JP Morgan

Matt Thomas

Mark Trenchard

David Whitaker
Foreside Financial Group, LLC

Sasha Wilcoxon
Thornburg Investment Management

Margarheeta (Rheeta) Wise
MFS Service Center, Inc.

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  • FinReg Outlook: Clouds on the Horizon

    February 27, 2019 | 10:00am - 11:00am

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    March 20, 2019 | 2:00pm - 2:30pm

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    April 3-5, 2019 | Ponte Vedra Beach, FL

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  • NICSA 2019 General Membership Meeting (GMM)

    October 17-18, 2019 | Boston, MA

  • NICSA 2020 Strategic Leadership Forum (SLF)
    (38th Annual Conference)

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