Contact

Meet the Nicsa Team


PRESIDENT

Jim Fitzpatrick

Jim Fitzpatrick
President & CEO
jfitzpatrick@nicsa.org | 508-683-1615

Jim Fitzpatrick is the President and CEO of Nicsa, a global asset management trade association with a mission of connecting industry participants in order to advance leading practices. Jim joined Nicsa in 2015 with 30 years of experience in senior leadership roles within the asset management industry. Working closely with the Board of Directors, Jim has set the strategic direction of Nicsa, which includes the launch of the Diversity Project North America in late 2018. The Diversity Project promotes an inclusive asset management industry and seeks to achieve diversity across all dimensions through collaborative leadership from senior business executives.

Previously, Jim was a Managing Director at Goldman Sachs Asset Management with responsibilities that included senior leadership responsibilities in both global operations and global sales roles during his career. In addition, he served as an officer of the Goldman Sachs Funds for fourteen years and served as an Independent Trustee for the Hays Series Trust until December 2017. Jim began his career with The Boston Company and later First Data Investor Services Group, a subsidiary of the surviving entity, First Data Corporation, where he held several senior management positions during his tenure.


STAFF

  Anne De May
Vice President, Sales and Member Engagement
ademay@nicsa.org | 508-683-1613

Anne De May is Vice President of Sales & Member Engagement at Nicsa. Anne joined Nicsa with over 30 years of experience in the asset management industry. Her current role focuses on building and enhancing Nicsa’s relationships with prospective and existing members. Prior to joining Nicsa, Anne served in various senior roles at leading broker dealer, mutual fund and investment management organizations including Carnegie Capital Management, Stein Roe & Farnham and Goldman Sachs Asset Management. Anne’s career includes oversight of internal operations, retail sales desk and customer support, product support, and retail and institutional call center operations. Most recently, Anne served as Senior Vice President, Strategic Account Management at Morningstar, Inc. responsible for Morningstar’s key strategic relationships.

 Andy FalterAndy Falter
Vice President, Sponsorships and Exhibits Sales
afalter@nicsa.org | 203-797-9559 (office) | 571-271-5430 (mobile)

Andy Falter is Vice President of Sponsorships & Exhibit Sales for Nicsa. Andy joined Nicsa with over 25 years of experience in the sales industry. In his current role, Andy is responsible for building and supporting sponsorship and exhibit programs for Nicsa meetings and events. Prior to joining Nicsa, Andy worked in the hotel business with Starwood, Wyndham and Hilton Hotels.

 

Allison Lovett
Vice President, Content Manager
alovett@nicsa.org | 508-683-1614


Allison Lovett is Vice President of Content & Communications for Nicsa. Allison joined Nicsa with over 20 years of communications and content management experience in the asset management industry. In her current role, Allison is responsible for the development of Nicsa's content strategy, the execution of technical content, and oversight of Nicsa's public relations and communications efforts. Prior to joining Nicsa, Allison held various roles at VanEck, where she most recently served as Vice President of Marketing with senior leadership responsibilities in product management, corporate content and communication strategies.

 

 Lilly Bahmani Lilly Bahmani
Executive Assistant
lbahmani@nicsa.org | 301-928-2708

Lilly Bahmani is Executive Assistant to Nicsa's President & CEO. Prior to her current role, Lilly was Meetings and Events Manager at Nicsa. Before joining Nicsa, Lilly spent five years in the hospitality industry as an Event and Communications Coordinator. Lilly is a graduate of West Virginia University with a B.S. in Psychology.

 

Jordan DeBettencourt
Membership & Program Manager
jdebettencourt@nicsa.org | 508-683-1618

Jordan DeBettencourt serves as Nicsa's Membership & Program Manager. Jordan's responsibilities include management of Nicsa's membership processes and databases, event registrations, and webinar programming. He also supports membership engagement among many of Nicsa's topic committees. Jordan graduated from Georgetown University in 2016 with a master's degree in Sports Industry Management.

 

Kelly Sherrard
Vice President, Conferences & Events
ksherrard@nicsa.org | 703-915-2501


Kelly Sherrard is Vice President of Conference & Events for Nicsa. Kelly is responsible for managing Nicsa conferences and events and serves as liaison to Nicsa event committees. Prior to joining Nicsa, Kelly spent five years in the association industry supporting multiple clients in growing their membership and improving bottom-line performance. Kelly is a graduate of James Madison University with a B.S. degree in Communications.

 

Jylanne Dunne
Vice President, Diversity Project North America
jdunne@nicsa.org | 774-278-0885


Jylanne Dunne is Vice President of Diversity Project North America at Nicsa. Jylanne joined Nicsa with over 25 years in the asset management industry. In her current role, she is responsible for the oversight and development of the Diversity Project North America to help accelerate growth and impact of the Project’s mission. The Diversity Project promotes an inclusive asset management industry and seeks to achieve diversity across all dimensions through collaborative leadership from senior business executives. Jylanne joined Nicsa from Fidelity Investments, where she spent 10 years, most recently as Senior Vice President of Practice Management. Prior to Fidelity, Jylanne held various senior positions at BISYS Fund Services, First Data Corporation, Boston Company, Putnam Investments, and Xtra Corporation.

 

Justine Phoenix
Vice President, Distribution & Broker Dealer Engagement
jphoenix@nicsa.org | 617-680-6957


Justine Phoenix is Vice President of Distribution & Broker Dealer Engagement at Nicsa. Justine joined Nicsa with over 30 years of experience in asset management and intermediary distribution in the areas of relationship and client management, business development and operations. In her current role, Justine is responsible for building and enhancing Nicsa programs that engage and support distribution and BD executives. Before joining Nicsa, she was Vice President, Senior Relationship Manager at Fidelity Investments. In this role, she was head of relationship management for Fidelity FundsNetwork® and was responsible for overseeing all functions related to managing relationships with over 600 asset managers. Prior to joining Fidelity Investments, Justine was Director of Operations for the Investment Company Institute (ICI). In her role, she was responsible for all activities associated with mutual fund operations and distribution, including the Transfer Agent Advisory Committee and the Broker Dealer Advisory Committee. She also held leadership roles at Massachusetts Financial Services and Boston Financial Data Services prior to joining the ICI.

 

Allison Walsh
Vice President, Marketing
awalsh@nicsa.org | 860-303-3306


Allison Walsh is Vice President of Marketing at Nicsa. She joined Nicsa with over ten years of experience in multiple marketing capacities. Allison is responsible for Nicsa's marketing strategy, digital vision, and brand management. Prior to joining Nicsa, Allison was a marketing manager in the EdTech space as well as a Marketing Analyst for investment management firm Loomis, Sayles & Company. Allison is an MBA graduate of Amore-McKim School of Business at Northeastern University.


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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