To the Nicsa Community,
I hope 2025 is off to a great start for our members. It’s a privilege to be part of a network offering unique connectivity among industry professionals to better serve clients, support employees, and drive innovation in the asset and wealth management landscape.
With over 30 committees covering front-to-back-office business functions, Nicsa has seen growing engagement and new volunteers. The success we enjoy is primarily a result of the passion and energy of these communities, collaborating on today’s top-of-mind industry issues.
Looking ahead, I’m excited to share the dates for our 2025 signature events. These events will provide incredible opportunities to connect, learn, and lead. I encourage you and your teams to join us.
We accomplished much together over the last year; these achievements reflect the unwavering commitment of our members to advancing excellence within our industry.
We launched the Asset & Wealth Management Summit, a transformative event featuring deep dives into Artificial Intelligence (AI) and Alternative Investments. If you missed this incredible event, you can revisit key takeaways on our blog at nicsa.org. Here’s a sample: Takeaways from Nicsa’s Powerhouse Panel.
Our podcast series relaunched this year as “The Nine” to deliver industry insights in 9 minutes or less. Episodes are released at 9 AM Eastern on the 9th day of every month. We have some exciting guests lined up for 2025 that I’m sure you won’t want to miss!
We continue to expand our philanthropic efforts, creating ways for our members to give back. Our new philanthropic partnership with The Expect Miracles Foundation is exciting and one I hope you all get involved with throughout the year.
The Diversity Project North America (DPNA) celebrated its 6th year with measurable growth in engagement, education, and mentorship. Our most recent Impact Report showcases the strides we’ve made in helping firms create corporate cultures that attract the best talent to our industry.
None of these accomplishments would have been possible without the extraordinary professionals in our network. Over the past 12 months, we welcomed and celebrated:
We extend our heartfelt appreciation to Scott Brady of Columbia Threadneedle Investments, former Chair of Nicsa, for his dedicated service and leadership. During his years on Nicsa’s Board of Directors, he played a pivotal role in guiding our professional community through a period of growth and impact. As we welcome Clint Harris of Invesco as the incoming Chairman, we look forward to his leadership and the continued advancement of our mission.
We also introduced key leadership updates to the Nicsa staff this past year. Please join me in congratulating Allison Walsh on her promotion to Executive Director, Head of Membership, Sales & Marketing, and welcoming Sarah Walter as Vice President, Head of Asset and Wealth Management Relationships.
With gratitude, we bid farewell to Anne De May and Justine Phoenix, Nicsa team members who retired after years of remarkable service. Their contributions have left an indelible mark on our association, and we wish them all the best in their next chapters.
Throughout 2024, our committees delivered exceptional content and programming. Highlights include:
As we embark on another year together, thank you for your continued support, collaboration, and commitment to Nicsa and our industry. Here’s to a year filled with continued growth, innovation, and success.
Jim Fitzpatrick
President & CEO
Boston, MA – June 5,2025 – Nicsa is pleased to announce the 2025 cohort of its annual Rising Star Program, an awards program aimed at providing mentorship, networking, and career development opportunities to diverse, aspiring leaders in the asset and wealth management industry.
Nicsa’s Diversity Project North America supports emerging leaders with a program that not only provides recognition and exposure for rising professionals, but develops and hones the skills critical for retention and advancement of valued talent within the industry.
The 2025 Rising Stars were nominated by member firms of Nicsa’s Diversity Project North America and were recognized at Nicsa’s Fearless Leadership Symposium on June 3-4 in NYC.
The 2025 Rising Stars are:
Aegon Asset Management | Hanna Marks
Allspring Global Investments | Jessica Fore-Yu
AXA Investment Managers | Kyle Woolley
BNY | Rina Patel-Arora
Broadridge Financial Solutions | Gerald Nvule
Capital Group | American Funds | Surata Gillett
Columbia Threadneedle Investments | Samantha Dearey
EY | Alexandra Marshall Grant
Fidelity Investments | Megan Handa
Franklin Templeton | Victoria Marcus
FS Investments | Joseph Nuyannes
HSBC Asset Management | Yana Biriuk
Invesco | Maria Nemeth
Janus Henderson Investors | Elizabeth Daily
Manulife John Hancock Investments | Lyric Walton
MFS Investment Management | Sophie Ye
Northern Trust | Aileen Mallon
Payden & Rygel | Nyla Gatison
Polen Capital | Shayel Encaoua
PwC | Jose Nikiema
Schroders | Teresa Ng
SS&C Technologies | Melissa Hennessy
State Street Corporation | Favour Emem
Thrivent | Kiyrie Abernethy
Questions about the Rising Star Program, the Fearless Leadership Symposium, or how to join the Diversity Project North America can be sent to [email protected].
About Diversity Project North America
The Diversity Project North America is a cross-company initiative that champions diversity and inclusion as a strategic business priority within the asset and wealth management industry.
About Nicsa
Nicsa is a not-for-profit association connecting all facets of the asset and wealth management industry to advance leading practices. Member firms include asset managers, wealth managers, and professional service firms. Nicsa focuses on a wide array of business lines including product, distribution, technology, operations, risk management, and fund and investor services.
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If you or someone from your firm is interested in having their voice heard on the ETF dual share class topic, please contact Sarah Walter ([email protected]) to learn more.
Nicsa is proud to serve as a catalyst for collaboration across the asset and wealth management industry. As firms navigate a rapidly evolving landscape, we remain committed to providing timely, practical resources to support their journey.
Our new ETF Share Class Toolkit is the latest example of this commitment.
The proposed ETF share class structure—allowing mutual funds to issue ETF share classes within the same portfolio—offers exciting opportunities for innovation and expanded investor choice. But with that potential comes complexity.
Operational alignment, regulatory uncertainty, and compliance risk are just a few of the hurdles firms must address. Implementing this model may also demand updates to technology systems, governance frameworks, and internal processes.
To support informed decision-making, our Toolkit offers a high-level overview of key considerations for evaluating this structure—from strategic trade-offs to operational requirements. It’s designed to guide internal discussions and help firms prepare for what’s ahead.
Nicsa's The State of Alternative Investments in Asset & Wealth Management report is now available!
This paper explores the critical factors driving the adoption and success of alternative investments. It highlights the role of education, technology, and operational excellence in equipping industry professionals to meet the challenges and opportunities presented by this rapidly growing segment.
The paper draws on key insights from Nicsa’s Asset & Wealth Management Summit. These insights are supplemented with industry data provided by Broadridge, Nicsa member and industry partner, via their 2024 Investor and Financial Advisor surveys.
A Guest Blog by Olmstead Associates
Austin Lewis | Head of Client Experience | [email protected]
In an era of industry consolidation and intense competition in asset management, the key to leading the market—or falling behind—often comes down to intelligence. Smarter distribution decisions, driven by technology and seamless data flow, are no longer optional—they're imperative. At the heart of this transformation lies a game-changing foundation: a well-structured distribution architecture.
The Power of Distribution Architecture
Think of distribution architecture as the nervous system of an asset management firm’s sales and marketing—integrating, analyzing, and streamlining data flows to power sharper decision-making. It’s not just about technology; it’s about creating a holistic ecosystem where CRM platforms, data warehouses, analytics engines, and digital engagement tools converge to unlock actionable insights.
The Rise of Distribution Intelligence
A mid-sized global asset manager offers a strong example of distribution intelligence in action. Struggling with declining sales efficiency and fragmented client data, the firm transformed its distribution architecture by integrating siloed internal data with lead generation processes within its CRM. Within months, they identified untapped client segments, optimized sales outreach, and increased engagement rates by 30%. Real-time insights from the new system enabled sales teams to proactively target high-value advisors, significantly boosting purchase size and frequency.
Distribution intelligence isn’t just a buzzword—it’s a reality that is accelerating distribution teams' ability to exceed client expectations. It’s the strategic application of data analytics and AI to energize sales and distribution efforts. When supported by a robust distribution architecture, firms can transcend traditional methods, making every client interaction more precise and impactful. Here’s how:
1. Data Without Borders
A high-functioning distribution architecture eliminates silos, creating a centralized data hub that fuels real-time insights. When data is seamlessly connected across CRMs, transaction records, and third-party sources, asset managers gain an unprecedented edge in decision-making.
2. AI-Powered Precision
Why rely on guesswork when machine learning can unveil hidden patterns? AI-driven analytics can predict investor behavior, refine targeting strategies, and supercharge sales forecasting with unparalleled accuracy.
3. Hyper-Personalized Client Engagement
Forget generic sales pitches. A robust distribution system empowers firms to segment clients dynamically—crafting engagement strategies tailored to individual behaviors, investment goals, and historical interactions.
4. Automation: The Ultimate Game-Changer
Repetitive tasks slow down sales momentum. But with intelligent automation embedded in distribution architecture, lead assignment, follow-ups, and reporting become seamless—allowing sales teams to focus on relationship-building rather than administrative bottlenecks.
5. Real-Time Visibility & Agile Adjustments
Imagine having a live dashboard that reveals sales performance, client engagement, and emerging opportunities in real time. Asset managers with this capability don’t just react to trends—they shape them.
Winning the Competitive Race
Firms that have embraced a robust distribution architecture gain an undeniable competitive advantage. With faster response times, deeper client insights, and more strategic sales efforts, they can outmaneuver competitors and stay ahead of evolving investor expectations. As the industry continues to pivot towards data-driven strategies, those who embrace distribution intelligence will set the standard for the foreseeable future.
The age of static, traditional sales models is over. In the digital era, asset management firms that build and optimize their distribution architecture will be the ones that thrive. By unlocking the full potential of distribution intelligence, firms can transform client engagement, elevate sales performance, and future-proof their business against industry disruptions. The time to invest is now—because in the fast-evolving world of asset management, intelligence is the true currency of success.
For more information, please visit olmst.com, or contact Austin Lewis, Head of Client Experience at [email protected].
Personal views and observations of individuals contained herein are as of the date of the live event or written material and do not necessarily reflect the views of Nicsa or its member organizations. Nothing herein is intended to be or should be construed as legal advice. Contact your own counsel in order to obtain legal advice regarding these or any other matters. The information contained herein is for informational purposes only and does not constitute a recommendation of best practices.
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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In the ever-evolving landscape of asset and wealth management, fostering innovation through inclusivity is business imperative. The Diversity Project North America (DPNA) is at the forefront of this mission.
At the heart of DPNA’s efforts are its committees, each working collaboratively to promote best practices, create meaningful initiatives, and drive lasting change. Here’s how each committee is contributing to a more inclusive and innovative future.
Education Engagement Committee: Expanding the Talent Pipeline
Attracting and retaining the best early-career talent is essential for the industry's long-term sustainability. The Education Engagement Committee partners with high schools, colleges, and universities to build strong pipelines of diverse talent.
Recently, the committee members participated individually with organizations helping young people with skills and knowledge to help them plan for their futures. Moving forward, the committee has set its sights on three projects:
Industry Engagement Committee: Amplifying the Mission
The Industry Engagement Committee leverages content distribution, social media campaigns, and live events to foster engagement among industry professionals.
In 2024, the committee spearheaded efforts such as the LGBTQ+ Inclusive Language Webinar and promoted awareness around Canada’s National Day for Truth and Reconciliation. Recently, they launched a Purple Sock Day campaign to further engage members and plan to align next year’s focus themes with industry priorities.
Looking ahead, the committee plans develop content on talent retention and promotion and practical guidance on managing DEI programs in light of recent legal decisions. The group plans to expand digital resources and toolkits for members, including social media content and event packages to promote DEI initiatives throughout the year.
Metrics and Insights Committee: Defining and Tracking Standards
The Metrics and Insights Committee supports firms in collecting and analyzing data that drives meaningful change.
A significant achievement this year was the Employee Resource Group (ERG) Analysis Whitepaper, which examines best practices from global financial firms. Additionally, the committee co-hosted a webinar with a focus on corporate culture and plans to follow that up with a program on ERGs in early 2025.
Next Practices Committee: Leading with Innovation
The Next Practices Committee focuses on forward-looking strategies that enhance business results and long-term industry sustainability.
In 2024, they released a blog on workplace culture, featuring insights from a roundtable discussion with an organizational culture expert. The hosted a corporate culture webinar in December as part of a broader effort to foster accountability across the industry.
The committee is currently working on a white paper that explores the significance of corporate culture in today’s workplace, address the challenges of managing work environments, and presents key strategies and innovative solutions.
Perception Committee: Measuring and Understanding Progress
The Perception Committee plays a pivotal role in assessing industry sentiment toward diversity and inclusion. Through its bi-annual Perception Study—developed in partnership with EY—the committee examines progress, identifies gaps, and provides actionable insights.
In 2024, committee members focused on sharing the findings of the 2023/2024 DEI Perception Study with other DPNA committees, ensuring that each group could integrate key takeaways into their own initiatives. Looking ahead, they will begin planning the 2025/2026 study, continuing their commitment to data-driven decision-making.
Looking Ahead: A United Commitment
Each DPNA committee plays a crucial role in shaping a more inclusive and forward-thinking industry. Through education, engagement, data analysis, and innovative strategies, these groups are ensuring that diversity and inclusion remain at the core of the asset and wealth management industry.
Our Fearless Leadership Symposium Committee is hard at work planning an engaging event for June of 2025 in NYC. Visit our website for more information.
If you would like to join our mission and contribute to committee work for the Diversity Project North America, reach out to us at [email protected].
Boston, MA – January 14, 2025 – Nicsa, a leading not-for-profit trade association connecting the global asset and wealth management industry, is thrilled to announce an exceptional lineup of speakers for its 2025 Strategic Leadership Forum (SLF), taking place March 5-7 in Fort Lauderdale, Florida. The conference will feature Cheri Belski, Executive Vice President and Head of Investment Management Solutions at LPL Financial; and Eric Pan, President and CEO of the Investment Company Institute (ICI).
The Strategic Leadership Forum, renowned for advancing thought leadership and fostering collaboration, will bring together decision-makers from asset and wealth management firms to address pivotal trends and challenges in the industry, offering invaluable insights to attendees.
Cheri Belski – Executive Vice President, LPL Financial
Cheri Belski will contribute her wealth of expertise to the session “Leading the Charge: Next-Gen Product and Distribution Strategies,” scheduled for Wednesday, March 5, at 3:20 PM EST. With over 25 years of experience in the global asset and wealth management industry, Ms. Belski will offer perspectives on the industry’s transformation driven by shifting investor demands and the rise of personalized investment solutions.
Eric Pan – President and CEO, Investment Company Institute
Eric Pan, a respected voice in regulatory and compliance matters, will present a session titled “Presidential Priorities, Regulatory Waves” on Friday, March 7, at 11:00 AM EST. Drawing on his leadership of the ICI, Mr. Pan will discuss the evolving regulatory environment, including cryptocurrency oversight, ESG mandates, and compliance challenges impacting the asset management industry globally.
A full speaker line up for SLF 2025 can be accessed here, and includes:
Michael Dembro, Lead Investment Strategist, MFS Investment Management
Jonathan Kingery, Senior Vice President and Head of US Wealth Management, Franklin Templeton
Morris Morrison, Inspirational disruption and leadership expert, futurist, author, entrepreneur
Brian Partridge, Managing Director, Head of Investment Solutions Specialists, Merrill Lynch
About the Strategic Leadership Forum
The Nicsa Strategic Leadership Forum connects professionals across the asset and wealth management industry to advance leading practices. This year’s event will feature networking opportunities and a robust agenda, including panel discussions focusing on:
For more information about the Nicsa Strategic Leadership Forum, including registration details, please visit nicsa.org/SLF or contact [email protected].
About Nicsa
Nicsa is a not-for-profit trade association committed to connecting all facets of the global asset and wealth management industry. For over 60 years, Nicsa has fostered a collaborative environment to address the industry’s most vital issues and advance leading practices.
Boston, MA – December 19, 2024 – Nicsa, a leading association in support of the asset and wealth management industry, recognizes its Committee Chairs for the first half of 2025. These individuals will 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:
New roles indicated by asterisk:
Nicsa Executive Committee:
*Clint Harris, Invesco | Chair
Stacy Bernstein, American Century Investments | Vice Chair
Janet Bienkowski, MFS Investment Management | Vice President, Content
Ryan Burns, Northern Trust | Vice President, Membership
*Kirsten Pickens, FS Investments | Vice President, Nominating
Kevin Mahn, Hennion & Walsh | Vice President, Audit
*David Rosen, Morgan Stanley | Vice President, Technology
John Stadtler, PwC | Vice President, 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
*Lauren Davides, J.P. Morgan
Fund & Investor Services
Gregory Cohen, MUFG Investor Services
International
Lesley-Anne Archibald, Baillie Gifford
*Mike Melles, FIS Global
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
*Sanjay Balu, MFS
*Declan Byrne, PwC
UIT
Scott Larsen, Guggenheim Investments
Matt Wolcott, Hennion & Walsh, Inc.
Unclaimed Property
Carol Irvine, Abandoned Property Advisors, LLC
Heidi Lastoria, MFS Investments
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-led strategic initiative for 2025
Strategic Leadership Forum
Mark Lavan, Franklin Templeton
Kelli O’Brien, Citi
Nicsa Advisory Committees:
Content
Janet Bienkowski, MFS Investment Management
Membership
Ryan Burns, Northern Trust
NOVA Awards
Karen Walsh, Putnam Investor Services
Nicsa’s Diversity Project North America is an industry-wide initiative that champions diversity and inclusion 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:
*Fatimata Ba, EY
Cecily Keller, Hartford Funds
Industry Engagement & Events
*Michael Mannarino, 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
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 [email protected].
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 diversity and inclusion 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 serve.
Boston, MA – December 3, 2024 – Nicsa, a leading not-for-profit trade association serving the asset and wealth management industry, is pleased to announce the promotion of Allison Walsh to Executive Director, Head of Membership, Sales & Marketing.
Ms. Walsh has been an integral part of Nicsa for over five years, demonstrating leadership and commitment to the organization's mission. In her previous role as Vice President of Marketing, she led initiatives that significantly increased Nicsa's visibility and member engagement.
Before joining Nicsa, Ms. Walsh gained over a decade of experience in various marketing roles. She was a Marketing Manager in the EdTech sector and a Marketing Analyst at Loomis, Sayles & Company, an investment management firm. Ms. Walsh holds an MBA from the D'Amore-McKim School of Business at Northeastern University.
In her new role, Ms. Walsh will oversee Nicsa's membership strategies, sales initiatives, and marketing efforts, aiming to further strengthen the organization's position as a hub for industry collaboration and innovation.
"Allison's promotion reflects her outstanding contributions to Nicsa and her unwavering dedication to our members," said Jim Fitzpatrick, President & CEO of Nicsa. "Her strategic vision and leadership will be instrumental as we continue to advance our mission and deliver value to the asset and wealth management community."
Ms. Walsh's extensive experience and proven track record make her well-suited to lead Nicsa's efforts in fostering a collaborative environment where industry professionals can connect, share insights, and drive best practices.
"I am honored to take on this new role at Nicsa," said Ms. Walsh. "I look forward to further strengthening our member relationships and helping to drive Nicsa’s impact within the industry we all serve."
For more information about Nicsa and its initiatives, please visit nicsa.org.
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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