Boston, MA – August 12, 2024 – Nicsa, a leading Association in support of the asset and wealth management industry, recognizes its Committee Chairs for the second half of its fiscal year 2025. These individuals help lead the nonprofit’s work to advance leading practices across a wide spectrum of industry business lines.
Nicsa’s committees are open to employees of member firms and comprise professionals across divisions, departments, and all levels of management. Committee engagement is focused on professional networking and collaboration centered on the latest industry trends.
A full list of Nicsa Chairs and Diversity Project North America Chairs follows:
Nicsa Executive Committee:
Scott Brady, Columbia Threadneedle Investments | Chair
Stacy Bernstein, American Century Investments | Vice Chair
Janet Bienkowski, MFS Investment Management | Content
Ryan Burns, Northern Trust | Membership
Clint Harris, Invesco | Nominating
Kevin Mahn, Hennion & Walsh | Audit
David Rosen, Morgan Stanley
John Stadtler, PwC | Treasurer
Nicsa Topic Committees:
Alternative Investments
Marty Griffin, BeaconRidge Capital Management
John Seidita, PwC
Compliance & Risk Management
Stephanie Tyler, Franklin Templeton
Data Analytics
Jason Davenport, Delta Data
Sergio Leon, Aliter Investment Services
Fund Administration
Gary Casagrande, Northern Trust
Victoria McGowan, J.P. Morgan
Fund & Investor Services
Linda Azzara, GMO, LLC
Gregory Cohen, MUFG Investor Services
International
Lesley-Anne Archibald, Baillie Gifford
Next Gen
Carl (Donnie) Aylward, MFS Investment Management
Stacy Gordon, Delta Data
Product & Distribution
Scott Brady, Columbia Threadneedle Investments
Alaina Giampapa, Natixis
Retirement
Alvin Hasegawa, Fiduciary Trust International
Brad Spolec, SS&C Technologies
SMA & Model Portfolio
Daniel Milligan, Columbia Threadneedle Investments
Patrick Mullins, Invesco
Technology & Digital Innovation
Anish Mazumdar, Aliter Investment Services
UIT
Scott Larsen, Guggenheim Investments
Matt Wolcott, Hennion & Walsh, Inc.
Unclaimed Property
Heidi Lastoria, MFS Investments
Carol Irvine, Abandoned Property Advisors, LLC.
Nicsa Event Committees:
Asset & Wealth Management Summit*
Stacy Bernstein, American Century Investments
Scott Brady, Columbia Threadneedle Investments
Clint Harris, Invesco
Dan Houlihan, STP Investment Services
Mark Lavan, Franklin Templeton Investments
Brooke Marrujo, Capital Group | American Funds
Mike Melles, FIS
Kelli O'Brien, Citi
Kirsten Pickens, FS Investments
David Rosen, Morgan Stanley
*Board strategic initiative for 2024
Strategic Leadership Forum
Mark Lavan, Franklin Templeton
Kelli O’Brien, Citi
Nicsa Advisory Committees:
Content
Janet Bienkowski, MFS Investment Management
Anne Hebard-Duduch, SS&C Technologies
Membership
Ryan Burns, Northern Trust
Industry Awards
Karen Walsh, Putnam Investor Services
Nicsa’s Diversity Project North America is an industry-wide initiative that champions DEI as a strategic business priority within the asset and wealth management industry. A full list of Nicsa’s DPNA Chairs follows:
DPNA Executive Committee:
Thomas Arnold, EY
Deirdre O’Conner, Cerberus Capital Management, L.P.
DPNA Topic Committees:
Education Engagement & Outreach
Ann Carpenter, State Street Global Advisors (SSGA)
Cecily Keller, Hartford Funds
Industry Engagement & Events
Emily Lawrence, Northern Trust
Shannon Daigh, J.P. Morgan
Metrics & Insights
Cheryl Reich, Broadridge
Deb Sealy, Aegon
Next Practices
Rosa Licea-Mailloux, MFS Investment Management
Ofelia Potter, Northern Trust
DPNA Event Committees:
Fearless Leadership Symposium
Cheryl Boyd, EY
Gary Casagrande, Northern Trust
Nicole Green, SS&C Technologies
DPNA Advisory Committees:
Rising Stars
Heather Lewis Berke, Fidelity
Victoria McGowan, J.P. Morgan
If you are interested in joining one of Nicsa’s committees, please reach out to info@nicsa.org.
About Nicsa
Nicsa is a not-for-profit trade association striving to connect all facets of the asset and wealth management industry in order to 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 and seeks to advance better business results for our member firms and positive long-term impact for the clients we all.