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




President's Awards

Honored posthumously for exceptional contributions to the asset and wealth management industry.

2023 Honorees

Dick Lucas


Dick Lucas

Founding Partner, FAL; PNC Global Investment Services (PNCGIS)





Robert Schifellite


Robert Schifellite
Broadridge Financial Solutions 




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.

2023 Honorees

Alternative Investments Committee

Lisa Jaeggin, SS&C Technologies

 

Compliance & Risk Management Committee

Michael Donowitz, Broadridge



 

Content Committee

Gary Crawford, MFS Investment Management

 

Data Analytics Committee

Beverly Dube, SalesPage Technologies, LLC

 

 

Diversity Project Benchmarking Committee

Shahida Fazal, Mawer Investment Management Ltd

 

 

Diversity Project DEI Perception Study Committee

Isabel Ozechowski, Thornburg Investment Management

 

 

Diversity Project Education & Outreach Committee

Arman Tabassi, Dimensional Fund Advisors

 

 Diversity Project Fearless Leadership Symposium

Richard Ernesti, Citi

 

Diversity Project Industry Engagement Committee

Emily Lawrence, Northern Trust Asset Management

Diversity Project “Next Practices” Committee

Susie Morris, American Century Investments

 

 

Fund & Investor Services Committee

Rhett Payne, J.P. Morgan Asset Management

 

 

Fund Administration Committee

Joseph Malone, First Eagle Investment Management, LLC

 

 

GMM and Technology & Digital Innovation Committees

Chuck Gallant, BNY Mellon

 

 

International Committee

Emmanuel Gutton | ALFI

 

donnieaylward

 

Next Gen Committee

Stacy Gordon, Delta Data

 

 

NOVA Award Committee

Karen Walsh, Putnam Investments, now Franklin Templeton

 

 

Product & Distribution Committee

Scott Smith, Cerulli Associates

 

 

Retirement Committee

Rob O'Brien, Putnam Investments, now Franklin Templeton

 

 

SMA & Model Portfolio Group

Don Reiners, Ameriprise Financial

 

 

Strategic Leadership Forum Committee

Matt Mackay, J.P. Morgan

 

 

UIT Committee

Ryan Schoeffield, SmartTrust

 

 

Unclaimed Property Committee

Heidi Lastoria, MFS Investment Mgmt

 

 

President's Award

Anne De May, Nicsa

 

 

President's Award

Steve Rueschhoff | Edward Jones

 

President's Award

Kelli O'Brien | Citi