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
NICSA


Lisa Halbach
 Bank of America/Merrill Lynch


Bethany Hendricks
Franklin Templeton

Lisa Hill
BlackRock

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

Citi

Kevin O'Connell, Director
PwC


Cliff Poirier
Fidelity Investments


Peter Poulin, Treasurer
Deloitte


Rich Prior
American Funds


Joseph Quirk, Director
Allianz Global Investors, Inc.

Kirk Reid
OppenheimerFunds

Rachel Schnoll
Goldman Sachs Asset Management


Keith Slattery
JP Morgan


Matt Thomas
Vanguard

Mark Trenchard
Putnam


David Whitaker
Foreside Financial Group, LLC

Sasha Wilcoxon
Thornburg Investment Management

Margarheeta (Rheeta) Wise
MFS Service Center, Inc.

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    December 12, 2018 | 10:00am - 11:00am

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    September 13, 2018 | Boston
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    November 15, 2018 | New York

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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 17-18, 2019 | Boston, MA

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

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