Nicsa Elects Five New Members To Its Board Of Directors

By Nicsa posted 29 days ago


Boston, MA – November 2, 2022 – Nicsa announced at its 2022 General Membership Meeting the election of five new members to its Board of Directors.


The new Board members are as follows:

Mike Mastroianni, US Head of Relationship Management, SS&C

Kelli O'Brien, Director, Citi

Charles Rizzo, Chief Operations Officer, Americas and EMEA, Head of Global Fund Administration, John Hancock

Tosin Salami, Senior Vice President, of Product Strategy, State Street Bank

John Stadtler, Partner, PwC Financial Services


“We’re excited to expand our board with four new members who will bring expertise and insight to our work and long-term mission,” said Nicsa President & CEO Jim Fitzpatrick. “These outstanding professionals, representing some of the industry’s leading firms, will add valued and varied perspectives to how Nicsa advances leading practices in the global asset management community.” 


The following Board members’ terms were elected for a second term:

Katerina Tzouganatos, Principal, Control & Regulatory, Deloitte

David Rosen, Managing Director, Head of Wealth Management Innovation, Morgan Stanley

Clint Harris, Executive Vice President & Head of Wealth Management Platforms, Invesco 

Eileen Norton, Managing Director, Managed Accounts, Alternative Investments & Structured Product Solutions, Charles Schwab

Dan Moorman, Managing Director, Packaged Investment Products, Wells Fargo

Frieda Lewis, Chief Commercial Diversity Officer, Broadridge

Chris Keller, President, Harris Associates


The full list of elected officers on the Nicsa Executive Committee include:

Chairperson: Scott Brady, Head of Product Development & Strategy, Columbia Threadneedle Investments 

Vice Chairperson: Stacy Bernstein, Head of Financial Intermediaries, American Century Investments 

Vice President & Treasurer: Irene Speridakos, Managing Director, Global Head of Investment Managers, BNY Mellon

Vice President, Membership: David Whitaker, Global Services Leader, ACA Group

Vice President, Content: Janet Bienkowski, Vice President, MFS Investment Management 

Vice President, Audit: Lisa Halbach, Vice President, Director of Fund Administration, Bank of America/Merrill Lynch 

Vice President, Nominating: Clint Harris, Executive Vice President & Head of Wealth Management Platforms, Invesco 

View full list of Nicsa board members here.

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 sixty 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.