Boston, MA – July 10, 2023 – Nicsa, a leading Association in support of the asset and wealth management industry, recognized six new Committee Chairs over the past six months. These individuals have each helped support the nonprofit’s work to advance leading practices across a wide spectrum of industry business lines and professionals.
Nicsa supports a variety of committees that are open to all employees of member firms. Committees comprise individuals across divisions, departments, and all levels of management who actively participate in collaboration around industry solutions. View full list of Nicsa Committees here.
Committee Chairs are the visionaries responsible for establishing and tracking the mission of each Committee, as well as presiding over activities and content generation.
With congratulations to recent appointees:
Ryan Burns | Northern Trust | Membership
Heidi Lastoria | MFS Investment Management | Unclaimed Property
Rosa Licea-Mailloux | MFS Investment Management | DPNA Next Practices
Anish Mazumdar | Aliter Investment Services | Technology & Digital Innovation
Cassie McCarthy | EY | DPNA DEI Perception Study
Kirstin Pickens | FS Investments | General Membership Meeting ‘23
In recognition of past service:
Charles Booth | Compliance & Risk Management
LeeAnn Dionne | Unclaimed Property
Naomi Fink | DPNA Next Practices
Maggie Klimentova | DPNA Industry Engagement & Events
Mark Lavan, Franklin Templeton | General Membership Meeting ‘22
Cassie McCarthy | EY | DPNA Benchmarking
Kelli O’Brien | Citi | General Membership Meeting ‘22
Alex Pire | Amundi | International
*DPNA: Diversity Project North America, a Nicsa initiative.
A full list of Nicsa Committee Chairs follows:
TOPIC COMMITTEE CHAIRS:
Alternative Investments
Michael Murtaugh, Wells Fargo
Compliance & Risk Management
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
Next Gen
Lesley-Anne Archibald, Baillie Gifford
Nicholas Lombardo, Citi
Product & Distribution
Scott Brady, Columbia Threadneedle
Alaina Giampapa, Natixis
Retirement
Alvin Hasegawa, Fiduciary Trust International
Brad Spolec, SS&C Technologies
SMA & Model Portfolio
Daniel Milligan, Columbia Threadneedle
Patrick Mullins, Invesco
Technology & Digital Innovation
Chuck Gallant, BNY Mellon
Anish Mazumdar, Aliter Investment Services
Karym Murphy, HengTian Services
UIT
Scott Larsen, Guggenheim Investments
Matt Wolcott, Hennion & Walsh, Inc.
Unclaimed Property
Heidi Lastoria, MFS Investments
Carol Irvine, Abandoned Property Advisors, LLC.
EVENT COMMITTEE CHAIRS:
General Membership Meeting
Chuck Gallant, BNY Mellon
Kirstin Pickens, FS Investments
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
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
Next Practices
Rosa Licea-Mailloux, MFS Investment Management
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
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, and advance leading practices. For over sixty years, Nicsa has promoted a collaborative environment where members come together to help strategically address the industry’s most vital issues.
The Diversity Project North America champions DEI as a strategic business priority within the asset and wealth management industry. The goal of the Diversity Project North America is to advance better business results for our member firms and positive long-term impact for the clients we all serve by fostering an industry where diversity is achieved, equity is the standard, and inclusion is celebrated.
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