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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