Boston, MA – June 30, 2022 – Nicsa welcomed eleven new Committee Chairs over the past six months who will each help support the nonprofit’s work to advance leading practices within the global asset management industry.
Nicsa supports a variety of committees that are open to all employees of member firms, providing an excellent opportunity for all divisions, all departments, and all levels of management to participate in the development of industry solutions across myriad business lines. View full list of Nicsa Committees here.
Committee Chairs are the visionaries responsible for establishing and tracking the mission of Nicsa Committees, as well as presiding over activities and content generation. Committee members include asset managers, broker dealers, custodian banks, transfer agents, and other professional service firms including audit, tax, law, technology, marketing, and compliance professionals.
With congratulations to new appointees:
Gary Casagrande, Confluence | Fearless Leadership Symposium
Donelle Chisholm, American Century | DPNA Industry Engagement & Events
Naomi Fink, Capital Group | Diversity Project Next Practices
Chuck Gallant, BNY Mellon | General Membership Meeting
Emily Lawrence, Northern Trust | DPNA Industry Engagement & Events
Mark Lavan, Franklin Templeton | General Membership Meeting
Dan Moorman, Wells Fargo Advisors | Strategic Leadership Forum
Kelli O’Brien, Citi | General Membership Meeting
Rhett Payne, J.P. Morgan | Fund & Investor Services
Alex Pire, Amundi | International
David Rosen, Morgan Stanley | Strategic Leadership Forum
In recognition of past service:
Deidre Boulware | Diversity Project Benchmarking
Gary Casagrande, Confluence | Diversity Project Education & Outreach
Sarah Maynard, CFA | Diversity Project Next Practices
Lyndsay Noble | Data & Analytics, Strategic Leadership Forum
Dana Terry, Georgeson | Unclaimed Property
“We’re excited to welcome all new Committee Chairs who will bring their expertise and insight to Nicsa’s mission. I’d also like to thank those professionals that are rolling off of Committee appointments. Their efforts have been instrumental in advancing best practices in the industry we all serve,” said Jim Fitzpatrick, President & CEO of Nicsa.
A full list of Nicsa’s Committee Chairs follows:
Topic Committees
Alternative Investments
JonMichael Butler, Bank of America
Dawn Rohde, Wells Fargo
Compliance & Risk Management
Chuck Booth, Citi
Stephanie Tyler, Franklin Templeton
Data Analytics
Todd Neese, Janus Henderson
Brian Foote, Broadridge
Fund Administration
Jon Gezotis, Citi
Victoria McGowan, JP Morgan Chase
Fund & Investor Services
Rhett Payne, J.P. Morgan
Andy Schlueter, Voya
International
Alex Pire, Amundi
Next Gen
Lesley-Anne Archibald, Baillie Gifford
Nicholas Lombardo, Citi
Product & Distribution
Scott Brady, Columbia Threadneedle
Alaina Giampapa, Natixis
Retirement
Alvin Hasegawa, Franklin Templeton
Brad Spolec, DST Systems
SMA & Model Portfolio
Patrick Mullins, Columbia Threadneedle
Technology & Digital Innovation
Gary Casagrande, Confluence
Chuck Gallant, BNY Mellon
Karym Murphy, HengTian Services
UIT
Scott Larsen, Guggenheim Investments
Matt Wolcott, Hennion & Walsh, Inc.
Unclaimed Property
LeeAnn Dionne, SS&C
Event Committees
General Membership Meeting
Chuck Gallant, BNY Mellon
Mark Lavan, Franklin Templeton
Kelli O’Brien, Citi
Fearless Leadership Symposium
Cheryl Boyd, EY
Gary Casagrande, Confluence
Strategic Leadership Forum
Dan Moorman, Wells Fargo Advisors
David Rosen, Morgan Stanley
Lynette Turner, BNY Mellon
Diversity Project North America
Benchmarking
Cassandra McCarthy , EY
Education & Outreach
Suzanne Cullinane, Janus Henderson
Industry Engagement & Events
Donelle Chisholm, American Century
Emily Lawrence, Northern Trust
Maggie Klimentova, Russell Investments
Next Practices
Naomi Fink, Capital Group
Ofelia Potter, Northern Trust
Advisory Committees
Awards
Karen Walsh, Putnam Investor Services
Content
Anne Hebard, SS&C;
Janet Bienkowski, MFS
Membership
David Whitaker, Foreside
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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