Nicsa Honors Volunteers of the Year at the 2020 Strategic Leadership Forum

Boston, MA –February 27, 2020— Nicsa announced the recipients of its annual Volunteer of the Year Awards. Honorees will be celebrated at the Nicsa Strategic Leadership Forum held from February 26 - 28, 2020 at the Marriott Harbor Beach Resort and Spa in Fort Lauderdale, Florida.

Nica’s Volunteer of the Year Awards recognizes the outstanding efforts of members who are especially dedicated to servicing the Nicsa community.

“Nicsa is proud to present our Volunteer of the Year Awards to this year’s exceptional winners, who have been tirelessly committed to furthering Nica’s mission of connecting all corners of the asset management industry and advancing best practices. We are all very thankful for their hard work and extraordinary efforts to support the Nicsa community, which ultimately serves to make the global asset management industry stronger,” said Jim Fitzpatrick, President and CEO of Nicsa.

Nicsa’s many topic and events committees work to provide association members with educational content, resources, and events on the issues that matter most to the global asset 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.

A list of this year’s honorees follows:

Abandoned Property

Leeann Dionne, SS&C

Alternative Investments

Julie Collison, Merrill Lynch

Compliance & Risk

Erik Olsen, ACA Compliance

Content

David Parks, EY

Data Analytics

Jason Dauwen, SS&C

Diversity Project Best Practices

Paula Modugno Tepper, PGIM

Diversity Project Public Relations

Tom Collimore, CFA Institute

Diversity Project Talent Management

Pam Burns, Northern Trust

General Membership Meeting

Sonja Formato, Foreside

Membership

David Halligan, SFS Mars Solutions

Next Gen

Lana Bergstein, Dimensional Funds

Product & Distribution

Sonja Formato, Foreside

Regional Events

Beverly Dube, Celera Systems

Retirement

Rob O’Brien, Putnam

Strategic Leadership Forum

Jennifer Hoopes, Foreside

SMA Working Group

Patrick Mullins, Columbia Threadneedle

TA

Karen Walsh, Putnam

Technology

Sam Perone, Merrill Lynch

Webinar Advisory

Lisa Light, SS&C

President’s Awards

Lynette Turner, BNY Mellon

Veronica Lee, FIS

More information about the Nicsa Volunteer of the Year Awards and the 2020 Strategic Leadership Forum can be found at nicsa.org.

About Nicsa 

Nicsa is a not-for-profit trade association striving to connect all facets of the global asset management industry in order to develop, share, implement, and advance leading practices.  For over fifty years, Nicsa has promoted an open and collaborative environment, where members’ and partners’ deep expertise and unique perspectives have come together to help strategically implement and support the industry’s most vital issues. Click here for more information about membership.

Nicsa aims to help firms operating in all segments of the global asset management industry meet the changing needs of their clients by aligning and educating industry participants through formal education programs, interactive forums, networking opportunities, and initiatives such as the Diversity Project North America. The Diversity Project’s goal is to accelerate progress towards a diverse and inclusive culture in the asset management industry to deliver the best possible results for clients, reflect the society we serve, and ensure long-term business sustainability. Click here for more information on Nicsa’s Diversity Project North America initiative.

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