Boston, MA – February 20, 2024 — Nicsa has announced its Volunteer of the Year Awardees, who will be honored at its Strategic Leadership Forum in March. Nicsa’s Volunteer of the Year Awards recognize outstanding efforts of members who are dedicated to supporting the mission of the Association, serving the global asset and wealth management community, and advancing the broader industry.
Nicsa’s committees work to provide association members with educational resources on the issues that matter most to the global asset and wealth management industry. On behalf of Nicsa, committee members support the association’s mission of developing, sharing, and advancing leading practices among industry participants. Each year, Nicsa recognizes volunteers who have constantly gone above and beyond in their efforts to serve the Nicsa community in the last 12 months.
“These exemplary professionals demonstrate passion, leadership, and dedication toward advancing best practices in the asset and wealth management industry, and we are very pleased to recognize their efforts,” said Jim Fitzpatrick, President and CEO of Nicsa.
A list of this year’s honorees follows:
Alternative Investments Committee
Lisa Jaeggin | SS&C
Compliance & Risk Management Committee
Michael Donowitz | Broadridge
Content Committee
Gary Crawford | MFS
Data Analytics Committee
Beverly Dube | SalesPage Technologies, LLC
Diversity Project Benchmarking Committee
Shahida Fazal | Mawer Investment Management Ltd
Diversity Project DEI Perception Study
Isabel Ozechowski | Thornburg Investment Management
Diversity Project Education Engagement & Outreach Committee
Arman Tabassi | Dimensional Fund Advisors
Diversity Project Fearless Leadership Symposium Committee
Richard Ernesti | Citi
Diversity Project Industry Engagement & Events Committee
Emily Lawrence | Northern Trust Asset Management
Diversity Project “Next Practices” Committee
Susie Morris | American Century Investments
Fund & Investor Services Committee
Rhett Payne | J.P. Morgan Asset Management
Fund Administration Committee
Joseph Malone | First Eagle Investment Management, LLC
General Membership Meeting Committee
Chuck Gallant | BNY Mellon
International Committee
Emmanuel Gutton | ALFI
Next Gen Committee
Stacy Gordon | Delta Data
NOVA Awards Committee
Karen Walsh | Putnam Investments, now Franklin Templeton
Product & Distribution Committee
Scott Smith | Cerulli Associates
Retirement Committee
Rob O'Brien | Putnam Investments, now Franklin Templeton
SMA & Model Portfolio Committee
Don Reiners | Ameriprise Financial
Strategic Leadership Forum Committee
Matt Mackay | J.P. Morgan
Technology & Digital Innovation Committee
Chuck Gallant | BNY Mellon
UIT Committee
Ryan Schoeffield | SmartTrust
Unclaimed Property Committee
Heidi Lastoria | MFS Investment Management
President’s Awards
Steve Rueschhoff | Edward Jones
Kelli O'Brien | Citi
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.
Nicsa’s 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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