Press Room

Boston, MA — Jan. 29, 2026 — Nicsa is proud to recognize the recipients of its 2025 Volunteer of the Year Awards — outstanding individuals and firms whose engagement, dedication, and expertise continue to strengthen collaboration and advance best practices across the asset and wealth management industry.

Volunteer of the Year Honorees
Individuals whose contributions play a critical role in powering Nicsa’s committees, forums, and educational programming.

• Asset & Wealth Management Summit Planning: Mike Melles, FIS
• Compliance & Risk Management: Bridget Ireland, FIS
• Content Steering: Marty Griffin, SS&C Technologies
• Data Analytics: Anthony Whitford, Olmstead Associates
• DPNA Next Practices: Anthony Almanzar, State Street
• DPNA Perception Study: Margaret Farquharson, Nationwide
• DPNA Rising Stars: Alfonzo Willoughby, Broadridge
• Fund & Investor Services: Liz Noble, FIS
• Fund Administration: Michael Mannarino, JP Morgan
• Innovation & Technology Strategy: Jeff Chapman, Vectara
• International: Bob Williams, HengTian
• Membership: Jocelyn McBride, Sodali
• NextGen: Kristan Garner, FIS
• NOVA Awards: Brian Jones, Envision Financial Systems
• Private Markets: Daniil Shapiro, Cerulli
• Product and Distribution: Justin Hansen, MFS Investment Management
• Retirement: Brad Spolec, SS&C Technologies
• SMA and Model Portfolio: Brian Reilly, Manulife John Hancock Investments
• Strategic Leadership Forum Planning: Mario Perrone, MFS Investment Management
• Transfer Agent Compliance Guide: Stephanie Tyler, Franklin Templeton
• UIT: Cory Kushion, Guggenheim Investments
• Unclaimed Property: Carol Irvine, Abandoned Property Advisors, LLC

President’s Awards
Individuals recognized for exceptional impact in advancing Nicsa’s strategic priorities and signature member events.

• Kelli O’Brien, Citi
• Mark Lavan, Franklin Templeton

Volunteer Firms of the Year
Firms demonstrating broad and sustained volunteer engagement across Nicsa’s working groups and committees.

• Asset Management: MFS Investments
• Wealth Management: Morgan Stanley
• Service Provider: SS&C Technologies

Content Partners of the Year
Firms collaborating with Nicsa to deliver high-impact research, timely industry insights, and/or educational webinar programming.

• Broadridge
• Cerulli Associates
• EY

“We extend our sincere thanks to all Nicsa volunteers for their continued commitment and impact. Their collective efforts ensure Nicsa remains a trusted forum for collaboration and leadership across the asset and wealth management industry,” said Jim Fitzpatrick, President & CEO of Nicsa.

Nicsa’s 2025 Volunteer of the Year Awardees will be recognized in person at the upcoming Strategic Leadership Forum on February 24 at the JW Marriott Miami Turnberry Resort. Information regarding event registration can be found at nicsa.org/slf-2026.

Interested in getting involved? Learn more about Nicsa committees and volunteer opportunities at nicsa.org/committees.

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, implement, and advance leading practices. Learn more at www.nicsa.org.

Press Contact:
Allison Lovett | Vice President, Content & Communications