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.
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