Press Room

Boston, MA — November 11, 2025 — Nicsa, a leading trade association connecting all facets of the global asset and wealth management industry, announced the election of its 2025–2026 Board of Directors and Officers.

As part of Nicsa’a annual governance and election process, the organization’s Nominating Committee proposed a slate of new and returning Board Members and Officers for membership approval. Election results were formally announced at Nicsa’s Asset & Wealth Management Summit on November 11, 2025, in Boston.

First Term Director Nominees (Three-Year Term)

• Steve Dane, PGIM
• Brian Field, Fidelity
• Paul Kraft, Deloitte
• Matt Mackay, JPMorgan
• Kimberly Roy, Franklin Templeton
• Ross Tremblay, Accenture
• Jacquelyn Williams, Schwab

Re-elected for a Second Term (Three-Year Term)

• John Gray, Envision
• Mike Mastroianni, SS&C
• Kelli O’Brien, Citi
• John Stadtler, PwC

One-Year Extension to Second Term

• Stacy Bernstein, American Century
• Clint Harris, Invesco
• Chris Keller, Harris Associates
• Frieda Lewis, Broadridge
• Dan Moorman, Wells Fargo
• David Rosen, Morgan Stanley

Executive Officers (One-Year Term)

• Chairman: Clint Harris, Invesco
• Vice Chair: Stacy Bernstein, American Century
• Treasurer & Finance: John Stadtler, PwC
• Vice President, Content: Janet Bienkowski, MFS
• Vice President, Membership: Ryan Burns, Northern Trust
• Vice President, Audit: Kevin Mahn, Hennion & Walsh
• Vice President, Nominating: Kirsten Pickens, Future Standard
• Vice President, Technology: David Rosen, Morgan Stanley

“Nicsa’s Board of Directors represents a remarkable cross-section of leaders across asset and wealth management,” said Jim Fitzpatrick, President & CEO of Nicsa. “We are proud to welcome these distinguished professionals whose expertise will help drive Nicsa’s mission to foster education, collaboration, and innovation across the industry.”

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.

Learn more at www.nicsa.org.

Press Contact:
Allison Lovett | Vice President, Content & Communications