Nicsa Award Winners

Honoring Excellence in Asset & Wealth Management

Each year, Nicsa recognizes industry leaders for innovation and leadership across a number of categories within the asset & wealth management industry. The Nicsa NOVA Awards aim to showcase best-in-class initiatives, technologies, and leadership in today's landscape.


Join us at the Asset & Wealth Management Summit and Strategic Leadership Forum to recognize and celebrate industry thought leaders.

List of Awards

Lifetime Achievement Award

Distinguished individuals (current executives or recent retirees) with 25+ years of industry expertise who have shown extraordinary personal commitment and made measurable impact to the field of asset and wealth management.

2024 Honoree

Satnam


Satnam Gambhir
Envision Financial Systems



Strategic Leadership - William T. Blackwell Award

Inspirational individuals demonstrating cutting-edge thought leadership and fostering business solutions with a wide scope of influence across the asset and wealth management industry.


*Former Nicsa President. Bill Blackwell is remembered as a leader and mentor throughout his long career at State Street Bank as well as the honesty and integrity that he displayed in his business and personal life.

2024 Honoree

Awardees

Amrit


Amrit Kanwal
MFS Investments




Outstanding Service to the Fund Industry Award

Robert L. Gould Award

Senior-level executives (or recent retirees) with long-standing, active service to Nicsa who have helped the industry better serve investors by improving the quality of client service or significantly advancing financial services.


*Former Nicsa Chairman. Robert Gould was President of DST Systems and is remembered for his significant contributions to the financial services industry through the development of systems and procedures to better serve shareholders.

2024 Honorees

Eileen


Eileen Storz-Salino

Morgan Stanley




Rich Prior


Jim Keenan



Industry Innovation Awards

Nicsa recognizes industry leaders for innovation and leadership across a number of categories within the asset & wealth management industry. The Innovation Awards aim to showcase best-in-class initiatives, technologies, and leadership in today's landscape.

2024 Honorees

Innovation in Distribution |  Franklin Templeton

Innovation in Operations | Broadridge

Innovation in Product Development | DFIN

Innovation in Product Development | SS&C Technologies

Industry Innovation in Technology | Envision Financial Systems, Inc.

Industry Innovation in Technology | Morgan Stanley Wealth Management

Asset Management Firm of the Year | Avantis Investors by American Century

Alternative Investments Firm of the Year | FS Investments

Wealth Management Firm of the Year | Morgan Stanley Wealth Management

Emerging Leader Awards

Early-career individuals demonstrating professional excellence and outstanding contribution to the asset and wealth management industry. 

2024 Honorees

Alridge


Leigh Ann Alridge
SS&C Technologies




avi


Zahid Avi
Morgan Stanley Wealth Management




boateng


Tamika Boateng
PWC




Coulom


Grace Coulom
Columbia Threadneedle Investments



grosdidier


Ryan Grosdidier
SS&C Technologies




Landset


Sam Landset
STP Investment Services




Likens


David Likens
STP Investment Services




Richey


Nate Richey
Capital Group Companies




Rosas


Freddy Rosas
Northern Trust Company




Schnoll


Kaisha Schnoll
STP Investment Services




Spitaletta


Michael Spitaletta
Hennion & Walsh




Edward Jones


Sarah Norman
Edward Jones




Volunteer of the Year Awards

The Nicsa Volunteer of the Year Awards recognize volunteers from Nicsa committees whose sustained contribution over the past year helped drive Nicsa’s mission to develop, share, and advance leading practices.

2024 Honorees

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