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.

 

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