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Nicsa Announces Volunteer of the Year Awardees

By Nicsa Admin posted 14 days ago

  

Boston, MA – January 30, 2025 — Nicsa has announced its Volunteer of the Year Awardees, who will be honored at its Strategic Leadership Forum on March 6 in Ft. Lauderdale, FL. 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.

Jim Fitzpatrick, President and CEO of Nicsa, stated, “We are delighted to recognize these outstanding professionals for their passion, leadership, and dedication to advancing best practices in the asset and wealth management industry.”

A list of this year’s honorees follows:

Alternative Investments Committee

Sibel Macfarlan | BNY

Asset & Wealth Management Summit Committee

Mike Melles | FIS

Compliance & Risk Management Committee

Stephanie Tyler | Franklin Templeton

Content Committee

Shannon Unsworth | Capital Group

Data Analytics Committee

Matt Perkins | FIS

Diversity Project Membership Committee

Suzanne Lieb | Columbia Threadneedle Investments

Diversity Project Metrics & Insights Committee

Guo Cheng | State Street Corporation

Diversity Project Education Engagement & Outreach Committee

Fatimata Ba | EY

Diversity Project Fearless Leadership Symposium Committee

Abu Toppin | MFS Investment Management

Diversity Project Industry Engagement & Events Committee

Tina Schippers | Allspring Global Investments

Diversity Project “Next Practices” Committee

Troy Jones | Fidelity Investments

Diversity Project Rising Stars Committee

Heather Lewis Berke | Fidelity Investments

Fund & Investor Services Committee

Gregory Cohen | MUFG Investor Services

Fund Administration Committee

Gary Casagrande | Northern Trust

International Committee

Declan Byrne | PwC

Membership Committee

Michael Collins | Broadridge

Next Gen Committee

Marissa Crespo | Citi

NOVA Awards Committee

Paul O'Neil | HengTian

Product & Distribution Committee

Mark Lavan | Franklin Templeton

Retirement Committee

Patrick Gilburt | Janus Henderson Investments

SMA & Model Portfolio Committee

Chris Larkin | American Century Investments

Strategic Leadership Forum Committee

Dave Valeri | Clarendon Partners

UIT Committee

Matthew Wolcott | SmartTrust Unit Investment Trusts

Unclaimed Property Committee

Beth Bland

 

President’s Awards

Mark Lavan | Franklin Templeton

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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