Nicsa Welcomes New Committee Chairs

By Nicsa posted 06-30-2022 03:55 PM


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



Alex Pire, Amundi


Next Gen

Lesley-Anne Archibald, Baillie Gifford

Nicholas Lombardo, Citi


Product & Distribution

Scott Brady, Columbia Threadneedle

Alaina Giampapa, Natixis



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



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



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



Karen Walsh, Putnam Investor Services



Anne Hebard, SS&C;

Janet Bienkowski, MFS



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.