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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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 premier trade association dedicated to fostering innovation and collaboration in the asset and wealth management industry, is thrilled to announce the appointment of Sarah Walter as Vice President, Head of Asset and Wealth Management Relationships.
Ms. Walter brings an impressive track record in financial services and a dynamic vision for advancing best practices across the industry. With extensive expertise in portfolio strategies, investor relationship management, and thought leadership, she is well-positioned to contribute to Nicsa's mission of advancing excellence and connectivity among its member firms.
"As someone deeply committed to the asset and wealth management community, I am thrilled to join Nicsa and support its mission to foster collaboration and innovation in such a dynamic industry," said Ms. Walter. "I look forward to working with Nicsa’s members to create meaningful impact and drive progress across the sector."
As a seasoned executive, Ms. Walter has held leadership roles at top-tier firms, most recently at John Hancock Investment Management, where she spearheaded practice management programs, delivered industry-leading content, and collaborated with financial advisors to drive business growth. Her notable accomplishments include record-breaking sales performances, innovative educational initiatives, and the creation of impactful advisor engagement strategies.
In her new role at Nicsa, Ms. Walter will focus on front office areas such as sales, marketing, distribution, and product management, specifically within the asset management, wealth management, and alternative investment industries. She will enhance the value Nicsa delivers to its members and contribute to shaping the future of the association and its impact on the asset and wealth management industry.
"We are delighted to welcome Sarah to the Nicsa team," said Jim Fitzpatrick, President & CEO of Nicsa. "Her extensive expertise and passion for driving positive change in the asset and wealth management sector will be instrumental in advancing Nicsa’s mission within our diverse network of member firms."
Ms. Walter is recognized as a thought leader and a highly sought-after speaker. She has shared her expertise on various platforms, including conferences, podcasts, and educational workshops.
To schedule an interview with Ms. Walter or for more information about Nicsa’s initiatives within the asset and wealth management industry, please contact Allison Lovett, VP of Content &. Communications, at [email protected].
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.
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.
Boston, MA – October 22, 2024 – Nicsa, a prominent association in the asset and wealth management industry, is excited to reveal the recipients of the 2024 Nicsa NOVA Awards. These prestigious awards celebrate outstanding achievements in leadership and innovation across the industry.
The winners of this year's awards are:
Lifetime Achievement
Satnam Gambhir, Chief Executive Officer & Chief Design Officer, Envision Financial Systems
Strategic Leadership - William T. Blackwell Award
Amrit Kanwal, Chief Financial Officer, MFS Investments
Outstanding Service - Robert L. Gould Award
Eileen Storz-Salino, Executive Director, Morgan Stanley
Jim Keenan
Industry Innovation
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
Innovation in Distribution | Franklin Templeton
Innovation in Operations | Broadridge
Innovation in Product Development | DFIN
Innovation in Product Development | SS&C Technologies
Innovation in Technology | Envision Financial Systems, Inc.
Innovation in Technology | Morgan Stanley Wealth Management
Emerging Leaders
Leigh Ann Alridge, Head of Contact Center, SS&C Technologies
Zahid Avi, Executive Director, Morgan Stanley Wealth Management
Tamika Boateng, Managing Director, PwC
Grace Coulom, Senior Director, Head of Multi-Asset Product Management, Columbia Threadneedle Investments
Ryan Grosdidier, Business Development Lead, Retirement Income Solutions, SS&C Technologies
Sam Landset, Assistant Vice President, Private Equity Funds, STP Investment Services
David Likens, Head of Shared Services, STP Investment Services
Nate Richey, Retirement Plan Retention Specialist, Capital Group Companies
Freddy Rosas, Second Vice President, Northern Trust Company
Kaisha Schnoll, Assistant Vice President, Trade Settlements, STP Investment Services
Michael Spitaletta, Senior Internal Wholesaler, Hennion & Walsh
Sarah Norman, Senior Product Manager, Edward Jones
President’s Award
Justine Phoenix, Vice President, Distribution & Broker Dealer Engagement & Head of Diversity Project North America, Nicsa
“We are thrilled to honor this year’s exceptional awardees, whose contributions underscore a standard of excellence in the asset and wealth management industry. Their dedication, innovation, and leadership inspire us all, and it’s a privilege to recognize their impact. We look forward to celebrating their achievements at the upcoming Nicsa Asset and Wealth Management Summit,” said Jim Fitzpatrick, President & CEO of Nicsa.
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.
Boston, MA – October 14, 2024 – Nicsa, a non-profit trade association dedicated to connecting all facets of the asset and wealth management industry to advance leading practices, is pleased to announce the appointment of several distinguished professionals to its Board of Directors.
These new board members bring a wealth of expertise, diverse perspectives, and industry leadership that will play a pivotal role in furthering Nicsa’s mission to foster collaboration, innovation, and best practices within the asset and wealth management community. Their collective impact is expected to drive meaningful progress in addressing the challenges and opportunities facing the industry, ensuring that Nicsa continues to support its members and stakeholders in navigating a rapidly evolving landscape. The new slate of directors and officers will take effect October 29, 2024.
The new Board members are as follows:
Chris Goff, Columbia Threadneedle
Jocelyn McBride, Sodali & Co
Stella Mink, John Hancock Investment Management
Tiffani Potesta, Voya
“We’re very excited to welcome these industry leaders to our Board of Directors. Nicsa’s long-term mission will benefit from their expertise and leadership,” said Jim Fitzpatrick, Nicsa President & CEO.
The following Board members were elected for a second three-year term:
Ryan Burns, Northern Trust
Ken Cawley, Goldman Sachs
Kirsten Pickens, FS Investments
Steve Rueschhoff, Edward Jones
Cindy Schreiner, RBC
The following Board member were elected for a third one-year term:
Stacy Bernstein, American Century Investments
Mark Lavan, Franklin Templeton
The elected officers on the Nicsa Executive Committee include:
Chairperson: Clint Harris, Invesco
Vice Chairperson: Stacy Bernstein, American Century Investments
Vice President & Treasurer: John Stadtler, PwC
Vice President, Content: Janet Bienkowski, MFS Investment Management
Vice President, Membership: Ryan Burns, Northern Trust
Vice President, Nominating: Kirsten Pickens, FS Investments
Vice President, Audit: Kevin Mahn, Hennion & Walsh
Vice President, Technology: David Rosen, Morgan Stanley
About Nicsa
Nicsa is a not-for-profit trade association striving to connect all facets of the global asset and wealth management industry 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 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.
Boston, MA – July 10, 2024 – Nicsa, a trade association connecting all facets of the global asset and wealth management industry, is evolving to better serve the changing needs of its clients by introducing a new Fall event. Nicsa is launching the Asset & Wealth Management Summit in October of 2024, featuring this year's theme: Reshaping the Industry with Artificial Intelligence (AI) & Alternative Investments.
Taking place October 29-30 at the Marriott Long Wharf in Boston, MA, this forward-thinking Summit offers a comprehensive perspective on the latest advancements in asset and wealth management.
The new Summit is designed to be a premier event for industry executives looking for subject matter expertise, visionary perspectives, and high-value networking opportunities within two high growth areas in asset and wealth management. The event will attract professionals across a wide array of business lines including product, distribution, technology, operations, risk management, and fund and investor servicing.
This year, attendees will explore how cutting-edge AI and alternative investments are revolutionizing asset and wealth management. Throughout the Summit, industry experts will take the stage to share strategic and tactical knowledge on onboarding, implementation, and ecosystem strategies. These insights will help organizations reshape their practices for the future, ensuring they remain at the forefront of the industry.
Jim Fitzpatrick, President & CEO of Nicsa said, "We are committed to providing our members with the knowledge and tools they need to navigate the rapidly changing landscape of asset and wealth management. This year's Summit theme reflects the most important topics our members are focused on in our rapidly changing industry.”
Registration for the event is open to Nicsa members and non-members. To join Nicsa at the Asset & Wealth Management Summit and gain the knowledge and connections needed to drive your organization forward, please visit nicsa.org/the-summit.
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 advance leading practices.
Nicsa member firms include asset managers, wealth managers, broker dealers, custodian banks, transfer agents, and other professional service firms. Nicsa serves a diverse set of industry professionals focused on a wide array of business lines including product, distribution, technology innovation, data, operations, risk management, and accounting.
For media inquiries, please contact:
Allison Lovett
Vice President, Content & Communications
Event Details:
We look forward to seeing you at the Summit!
Boston, MA – June 4, 2024 – Nicsa is pleased to announce the winners of its Rising Star Program, a mentorship and awards program aimed at providing networking and career development opportunities to diverse, aspiring leaders in the asset and wealth management industry.
Nicsa’s Diversity Project North America recognizes the importance of supporting emerging leaders with a program that not only provides recognition and exposure for diverse employees, but develops and hones the skills critical for retention and advancement of valued talent within the industry.
The 2024 Rising Stars were nominated by member firms of Nicsa’s Diversity Project North America and will receive the following benefits:
The 2024 Rising Stars (representing their Diversity Project member firms) are:
Aegon Asset Management | River Dunne
Allspring Global Investments | Xiomary Sanchez Rodriguez
American Century Investments | Jessica Gonzalez-Smith
Amundi US | Maud Schmitt
Aon | Rohan Kumar
AXA Investment Managers SA | Mounir Oularbi
BlackRock | Alana Davis
BNY Mellon | Nicole Nader
Broadridge Financial Solutions, Inc. | Colleen Fitzsimons
Calamos Investments | Nii Ayi
Capital Group | American Funds | Hillary Hurst
CFA Institute | Mercy Ngungu
Citi | Marissa Crespo
Columbia Threadneedle Investments | Nadine Ishimwe
Confluence | Katherine MacNeil
Dimensional Fund Advisors Inc. | Isabel Haring
Edward Jones | Jamie Kauther
Ernst & Young LLP | Brittany Bello
Fidelity Investments | Mara Badali
Franklin Templeton | Deirdre DiMauro
FS Investments | Lexi DiGennaro
HSBC Global Asset Management | Nayali Quezada
J.P. Morgan | Yonas Shiferaw
MFS Investment Management | Meghan Dowd
Nationwide Financial | Waldo Torres
Northern Trust | Yessica Arguello Avila
Payden & Rygel Investment Group | Eduardo Pablin
Polen Capital | Andrew Marceau
Russell Investments | Stacy Joseph
Schroders | Mindy Lau
SS&C Technologies, Inc. | Nicole Floistad
State Street Corporation | Jacqueline Chacon
Thrivent Financial Investor Services, Inc. | Sofia Fuentes
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 DEI as a strategic business priority within the asset and wealth management industry. Through education, advocacy, and idea sharing, we promote the acceptance of diversity in all forms, the elimination of barriers and biases, and the creation of equitable opportunities.
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, implement, and advance leading practices. With broad industry participation, Nicsa serves a diverse set of industry professionals focused on a wide array of business lines including product, distribution, technology innovation, data, operations, risk management, and accounting.
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Boston, MA – May 13, 2024 — Nicsa, a leading global asset and wealth management trade organization, will be hosting its annual Fearless Leadership Symposium in NYC on June 12, 2024.
The in-person event will highlight business practices that promote long-term growth in the asset and wealth management industry. The event will bring together industry leaders to discuss talent acquisition and retention, corporate culture, and future-looking strategies to influence diversity, equity, and inclusion in asset and wealth management.
Featured speakers include Bob Adams, Chief Operations Officer, Fidelity Investments; Omar Aguilar, PhD, President, Chief Executive Officer, Chief Investment Officer, Schwab Asset Management; Erika Irish Brown, Chief Diversity, Equity and Inclusion Officer and Global Head of Talent, Citi; Carol Fulp, CEO, Fulp Diversity LLC; Cinda Whitten, Head of Global Investment Operations, Nuveen; and Byron Pitts, Anchor & Chief National Correspondent at ABC News.
A full list of speakers can be found here.
The symposium will also host Nicsa’s Rising Stars Program, spotlighting diverse, aspiring leaders in the asset and wealth management industry. Honorees will be announced at a special ceremony and networking event the evening of June 12.
The symposium is powered by Nicsa’s Diversity Project North America a cross-company initiative that champions DEI as a strategic business priority within the asset and wealth management industry.
Attendees will include CEOs, senior business executives, and DEI leaders from asset managers, broker-dealers, consulting firms, custodians, executive search firms, fund accounting and audit firms, investment managers, law firms, private equity firms, technology providers, third-party service providers, and technology companies. View Diversity Project North America member firms here.
Details on speakers, panels, and other aspects of the Fearless Leadership Symposium can be found on the Nicsa website. Firms interested in attending or otherwise being involved in this event should contact Anne De May of Nicsa at [email protected]. Media interested in attending this event should contact Allison Lovett of Nicsa at [email protected].
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 advance leading practices.
Nicsa member firms include asset managers, wealth managers, broker dealers, custodian banks, transfer agents, and other professional service firms including audit, tax, law, technology, marketing, and compliance.
Nicsa aims to help firms operating in all segments of the global asset and wealth 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.
About Diversity Project North America
Nicsa’s Diversity Project North America is a cross-company initiative that champions DEI as a strategic business priority within the asset and wealth management industry.
Through education, advocacy, and idea sharing, we promote the acceptance of diversity in all forms, the elimination of barriers and biases, and the creation of equitable opportunities.
We 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.
#DiversityandInclusion
#DiversityProject
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