Nicsa Announces Volunteer of the Year Awardees

By Nicsa Admin posted 02-20-2024 11:37 AM


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.