Nicsa Announces Volunteer of the Year Awardees

By Nicsa posted 03-16-2022 12:10 PM


Boston, MA – March 16, 2022 — Nicsa has announced its Volunteer of the Year Awardees, who will be honored at its Strategic Leadership Forum at the end of March. Nicsa’s Volunteer of the Year Awards recognize outstanding efforts of members who are dedicated to supporting the mission of the Association, serving the global asset management community, and advancing the broader industry.


Nicsa’s committees work to provide association members with educational resources on the issues that matter most to the global asset management industry.  On behalf of Nicsa, committee members support the association’s mission of developing, sharing, and advancing leading practices among industry participants.  Each year, Nicsa recognizes volunteers who have constantly gone above and beyond in their efforts to serve the Nicsa community in the last 12 months.


“These member volunteers are committed to furthering our mission of advancing best practices and we are thankful for their exemplary efforts. I am pleased to offer my congratulations to these exceptional professionals,” said Jim Fitzpatrick, President and CEO of Nicsa.


Watch the video.


A list of this year’s honorees follows:


Alternative Investments Committee

York Lo | John Hancock      


Compliance & Risk Management Committee

Mark Trenchard | Putnam Investments


Content Committee

Gary Casagrande | Confluence


Data Analytics Committee

Beverly Dube | SalesPage Technologies, LLC


Diversity Project Benchmarking Committee

Cassie McCarthy | EY


Diversity Project Education Engagement Committee

Candace Shaw | Sun Life Financial


Diversity Project Events Committee

Elba Vasquez | HSBC


Diversity Project Fearless Leadership Symposium Committee

Cathie Mazza | Schroders


Diversity Project Industry Engagement Committee

Ann Cavanaugh | BlackRock


Diversity Project “Next Practices” Committee

Naomi Fink | Capital Group


Fund & Investor Services Committee

Julie Smith | Touchstone Funds


Fund Administration Committee

Frank Maresca | Broadridge


General Membership Meeting Committee

Dave Parks | Aliter Investment Services, LLC


Next Gen Committee

Donnie Aylward | MFS Investment Services


Product & Distribution Committee

Jarrod Sohosky | Lord Abbett & Co, LLC


Retirement Committee

Cody Waight | American Century Investments


SMA & Model Portfolio Committee

Russ Tipper | Capital Group


Strategic Leadership Forum Committee

Anish Mazumdar | Aliter Investment Services, LLC


Technology & Innovation Committee

Anish Mazumdar | Aliter Investment Services, LLC


UIT Committee

Morrison Warren | Chapman and Cutler, LLP


Unclaimed Property Committee

Heidi Lastoria | MFS Investment Services


President’s Awards

Dan Moorman | Wells Fargo Advisors

David Rosen | Morgan Stanley

Lynette Turner | BNY Mellon


About Nicsa 

Nicsa is a not-for-profit trade association striving to connect all facets of the global asset management industry in order to develop, share, implement, and advance leading practices.  For over fifty years, Nicsa has promoted an open and collaborative environment, where members’ and partners’ deep expertise and unique perspectives have come together to help strategically implement and support the industry’s most vital issues. Click here for more information about membership.


Nicsa aims to help firms operating in all segments of the global asset management industry meet the changing needs of their clients by aligning and educating industry participants through formal education programs, interactive forums, networking opportunities, and initiatives such as the Diversity Project North America. The Diversity Project’s goal is to accelerate progress towards a diverse and inclusive culture in the asset management industry to deliver the best possible results for clients, reflect the society we serve, and ensure long-term business sustainability. Click here for more information on Nicsa’s Diversity Project North America initiative.