Nicsa's Diversity Project North America Announces 2023 Rising Stars

By Nicsa Admin posted 06-22-2023 09:34 AM


Boston, MA – June 14, 2023 – Nicsa is pleased to announce the 2023 awardees of its Rising Star Program, a mentorship and awards program aimed at providing networking and career development opportunities to diverse, aspiring leaders in the asset management industry. 

Nicsa’s Diversity Project North America recognizes the importance of supporting emerging leaders with a program that not only provides recognition and exposure for diverse employees, but develops and hones the skills critical for retention and advancement of valued talent within the industry.

The 2023 Rising Stars were nominated by member firms of Nicsa’s Diversity Project North America and receive the following benefits:

  • Recognition at Nicsa’s Fearless Leadership Symposium (NYC | June 2023)
  • Leadership training via Nicsa’s Accelerator Professional Development Program
  • Networking opportunities with senior leaders from Nicsa member firms

The 2023 Rising Stars (representing their Diversity Project member firms) are:

Aegon Asset Management | Emily Phelps, Tactical Portfolio Manager


Allspring Global Investments | Bithja Pierre, Communications Strategist


American Century Investments | Jennifer Simmons, Financial Consultant


Amundi Asset Management | Amber Jiang, Investment Associate


Aon Investments, USA Inc. | Margaret Uhlein, Senior Consultant


Aviva Investors | Jane Xie, Portfolio Manager Fixed Income


AXA Investment Managers | Daniela Ramos, Financial Controller


Bank of America Merrill Lynch | Ana Schaja, Business Strategy & Initiative Manager


BlackRock | Jenny Wu, Associate


BNY Mellon | Pershing  |  Alexis Marans, Vice President


Broadridge Financial Solutions |  Timothy Leung, Manager Compliance


Calamos Investments |  Meagan Polidoro, Compliance Associate


Capital Group |  Michelle Cremar-Rodriguez, Intermediary Services Manager


CFA Institute |  Lilia Greenwald, Director, Talent Development


Citi |  Eugene Smith II, Assistant Vice President - Talent and Diversity


Columbia Threadneedle Investments |  Catarina Pontes, Senior Manager, Instructional Design


Confluence Technologies Inc. |  Katelyn Cummings, Senior Product Designer


Dimensional Fund Advisors |  Yajnaseni Savarna, Associate Investment Strategist


Edward Jones |  Riley Harshbarger, Product Analyst


EY |  Alina Ehsan, Manager


Fidelity Investments |  Katie Wong, Research Analyst


FS Investments |  Krista Bowers, Executive Director, Sales Strategy & Analytics


Hartford Funds |  Ozzie Bryan, Senior Research Analyst


HSBC Asset Management (USA) |  Christina Vu, Vice President, Institutional Sales


ICG |  Meg Donlin, Associate, Strategic Equity


J.P. Morgan  |  Brittany Gibler Dalton, Vice President – Corporate Investment Bank


Janus Henderson Investors |  Trevor O'Hara, Product Operations Manager - Global Technology


John Hancock Investment Management |  Angan Sarker, Investment Analyst


MFS Investment Management |  Amaris Sok, Business Continuity Engineer


Nationwide |  Gregory “Robbie” Martinez, Sr Analyst, Brokerage Service Team


Northern Trust |  Simona Ilies, Team Lead-Second Vice President


Payden & Rygel |  Alexander Velazquez, Portfolio Analyst


Polen Capital |  Brigitte Marchand, Senior Process & Change Management Analyst


Putnam Investments |  Megan Averitt, Senior Analyst, Product & Corporate Strategy


Russell Investments |  Ekaterina “Katya” Yarovaya, Quantitative Research Analyst


Schroders |  Gargie Dwivedi, Operational Risk Analyst


SLC Management |  Klara Gotz, Senior Director, Financial Planning & Analysis


SS&C |  Ashley Banks, Client Service Manager


State Street |  Wendy Zhang, Assistant Vice President


Thornburg Investment Management |  Samuel Snelling, Fixed Income Analyst


The annual Rising Star Program offers Diversity Project North America member firms a high-profile and meaningful way to celebrate and cultivate the next generation of diverse leaders. Questions about the Program, the Fearless Leadership Symposium, or how to join the Diversity Project North America can be sent to


About Nicsa 

Nicsa is a not-for-profit trade association striving to connect all facets of the global asset and wealth 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.


About Diversity Project North America

The Diversity Project North America promotes a diverse and inclusive asset and wealth management industry with the right talent to deliver the best possible results for our clients, reflect the society we serve, and ensure long-term business sustainability. We aim to achieve diversity across all dimensions through collaborative leadership from executive business leaders pooling resources from industry participants around challenges we all face.

The Project spans the entire range of the profession: asset and wealth managers, fund complexes, asset servicers, broker dealers, asset owners and professional service firms that support the industry. We seek to share best practices, identify gaps in our industry and initiate action to help solve or improve those inadequacies.

We strive to deepen the understanding and perception of what the asset and wealth management industry entails and the varied roles within it, to encourage a broader range of new candidates.