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

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

Jennifer Hanes, Director

Head of Investment Management & Operations


Lisa HIll, Director
Managing Director


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

Northern Trust Company

Timothy Johnson
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


Ian McCoy, Director
Senior Vice President
Franklin Templeton Investments

Kevin O'Connell, Director


Michael O'Reilly, Director

SVP, Risk & Compliance
Fidelity Investments

Peter Poulin, Treasurer


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

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

Matt Thomas
Head of Mutual Fund Administration

Mark Trenchard
Director of Operational Compliance

David Whitaker
Foreside Financial Group, LLC

Margarheeta (Rheeta) Wise
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

  • NICSA Webinar: Unclaimed Property: Operational Impact & Best Practices

    March 21, 2018 | 2:00pm - 3:00pm

    Learn more and register....

  • NICSA West Coast Regional Meeting (WCRM)

    June 5 & 6, 2018 | Los Angeles and San Francisco

    More information coming soon.

  • East Coast Regional Meeting (ECRM)

    July 17, 2018 | Boston

    More information coming soon.

  • NICSA 2018 Midwest Regional Meeting (MWRM)

    September 2018

    Four locations: Kansas City, Denver, Chicago, Columbus

    More information coming soon.
  • 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