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


Lisa Halbach, Director
Bank of America/Merrill Lynch

Bethany Hendricks, Director
Franklin Templeton Investments

Lisa Hill, Vice Chair

Dan Houlihan, Chair
Northern Trust Company

Timothy Johnson, Director
Reed Smith

Mark Lavan, Director
Legg Mason, Inc.

Veronica Lee, Director

Joshua Lovell, Director

State Street Corporation

Jay Martin, Director


Kevin O'Connell, Director

Cliff Poirier, Director
Fidelity Investments

Peter Poulin, Treasurer

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.

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Upcoming Events

  • Industry Leaders Outlook: Product & Marketing Roundtable

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

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  • NICSA is a proud sponsor of the Bonhill Group Women in Asset Management Awards

    September 12, 2019 | NYC

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  • NICSA is a supporting partner of the FT Future of Asset Management Summit

    September 18, 2019 | New York, New York

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  • The Reality Behind Buzzwords Series: Blockchain

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

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  • Midwest Regional Event | ESG Marketplace & Data Trends

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

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  • West Coast Regional Event | ESG Product Trends & Regulatory Practices

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

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  • ALFI Global Distribution Conference

    September 24-25, 2019 | Luxembourg

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  • NICSA 2019 General Membership Meeting (GMM)

    October 17-18, 2019 | Boston, MA

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  • 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