Boston, MA – February 7, 2023 – Nicsa recognized nine new Committee Chairs over the past six months who have each helped support the nonprofit’s work to advance leading practices within the global asset management industry.
Committee Chairs are the visionaries responsible for establishing and tracking the mission of Nicsa Committees, as well as presiding over activities and content generation.
Nicsa supports a variety of committees that are open to all employees of member firms, which include asset managers, wealth managers, Broker Dealers, and professional service firms. Committee engagement provides an excellent opportunity for individuals from 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.
With congratulations to recent appointees:
Linda Azzara, GMO, LLC | Fund & Investor Services
Ann Carpenter, State Street Global Advisors (SSGA) | DPNA Education & Outreach
Chuck Gallant, BNY Mellon | General Membership Meeting ‘22
Nicole Green, SS&C Technologies | Fearless Leadership Symposium ‘23
Mark Lavan, Franklin Templeton | General Membership Meeting ‘22
Michael Murtaugh, Wells Fargo | Alternative Investments
Kelli O’Brien, Citi | General Membership Meeting ‘22, Strategic Leadership Forum ‘23
Steven Rueschhoff, Edward Jones | Strategic Leadership Forum ‘23
Deb Sealy, Aegon | DPNA Benchmarking
In recognition of past service:
JonMichael Butler | Alternative Investments
Gary Casagrande | Technology & Digital Innovation
Donelle Chisholm | DPNA Industry Engagement & Events
Jordan Lopez | DPNA Benchmarking
Dan Moorman | General Membership Meeting ‘21
Todd Neese | Data Analytics
Dawn Rohde | Alternative Investments
David Rosen | General Membership Meeting ‘21
Andy Schlueter | Fund & Investor Services
Lynette Turner | Strategic Leadership Forum ‘22
David Whitaker | Membership
A full list of Nicsa Committee Chairs follows:
TOPIC COMMITTEE CHAIRS:
Alternative Investments
Michael Murtaugh, Wells Fargo
Compliance & Risk Management
Chuck Booth, Citi
Stephanie Tyler, Franklin Templeton
Data Analytics
Brian Foote, Broadridge
Fund Administration
Jon Gezotis, Citi
Victoria McGowan, J.P. Morgan
Fund & Investor Services
Linda Azzara, GMO, LLC
Rhett Payne, J.P. Morgan
International
Lesley-Anne Archibald, Baillie Gifford
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, SS&C Technologies
SMA & Model Portfolio
Daniel Milligan, Columbia Threadneedle
Patrick Mullins, Invesco
Technology & Digital Innovation
Chuck Gallant, BNY Mellon
Karym Murphy, HengTian Services
UIT
Scott Larsen, Guggenheim Investments
Matt Wolcott, Hennion & Walsh, Inc.
Unclaimed Property
LeeAnn Dionne, SS&C Technologies
Carol Irvine, Abandoned Property Advisors, LLC.
EVENT COMMITTEE CHAIRS:
General Membership Meeting
Chuck Gallant, BNY Mellon
Mark Lavan, Franklin Templeton
Kelli O’Brien, Citi
Fearless Leadership Symposium
Cheryl Boyd, EY
Nicole Green, SS&C Technologies
Strategic Leadership Forum
Steven Rueschhoff, Edward Jones
Kelli O’Brien, Citi
DIVERSITY PROJECT NORTH AMERICA COMMITTEE CHAIRS:
Benchmarking
Cassandra McCarthy , EY
Cheryl Reich, Broadridge
Deb Sealy, Aegon
Education & Outreach
Suzanne Cullinane, Janus Henderson
Ann Carpenter, State Street Global Advisors (SSGA)
Industry Engagement & Events
Emily Lawrence, Northern Trust
Maggie Klimentova, Russell Investments
Next Practices
Naomi Fink, Capital Group
Ofelia Potter, Northern Trust
ADVISORY COMMITTEE CHAIRS:
Awards
Karen Walsh, Putnam Investor Services
Content
Anne Hebard-Duduch, SS&C Technologies
Janet Bienkowski, MFS Investment Management
Membership
Ryan Burns, Northern Trust
GOVERNANCE COMMITTEE CHAIRS:
Nicsa Executive Committee
Stacy Bernstein, American Century
Scott Brady, Columbia Threadneedle
Audit
Lisa Halbach, Bank of America
Treasurer
Irene Speridakos, BNY Mellon
Nominating
Clint Harris, Invesco
Diversity Project CEO Advisory Council
Thomas Arnold, EY
Deirdre O’Connor, BlackRock
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.
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