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 firstname.lastname@example.org.
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.