Harris COO, Morgan Stanley product head among nine new Nicsa board members

31-person industry board led by senior ops execs including Eaton Vance’s Larry Fahey

Nine new members joined the National Investment Company Service Association (Nicsa) board of directors  during the association’s 2019 general membership meeting in Boston on Oct. 17.

New C-suite additions include Chris Keller, COO of Harris Associates; Clint Harris, head of wealth management platforms at Invesco; and Eileen Norton, head of investment solutions at TD Ameritrade. The other six board members include:

Wells Fargo Managing Director of Packaged Investment Products Dan Moorman;

Morgan Stanley Head of Traditional Investment Products David Rosen;

SS&C Technologies VP of DST Systems Brandon Anderson;

Broadridge Financial Solutions Global Relationship Management and Chief Diversity Officer Frieda Lewis;

Citi Global Head of Sales and Client Management Patrick Curtin; and

Deloitte Principal Katerina Tzouganatos.

Members of Nicsa, which acts as a not-for-profit trade association, also voted during today’s meeting to retain its full seven-person executive committee for another year, chaired by Dan Houlihan, EVP and head of asset servicing for the Americas at Northern Trust.

“I am very proud to continue serving Nicsa as its board chairman and supporting its mission to connect all facets of the global asset management community to tackle top issues facing the industry,” Houlihan said.

Nicsa recently launched one of the industry’s newest diversity and inclusion initiatives — the Diversity Project. In June, Nicsa hired ex-Fidelity Investments product pro Jylanne Dunne as VP of the Diversity Project and the group’s first full-time hire, as all committee and council members are staffed on a volunteer basis.

The Diversity Project, which launched late last year, now has 30 member firms across asset management and financial services, including MFS Investment Management, Columbia Threadneedle Investments and BlackRock, and is chaired by both an executive council and a steering committee.

Dunne spent a decade at Fidelity, most recently as SVP of product management, and started her career as EVP of sales at BISYS Fund Services, which was acquired by Citigroup in 2007.

Diversity and inclusion tactics are a major area of focus for asset management, with firms such as Northern Trust rolling out thorough D&I initiatives such as customized training solutions for all employees and vetting potential vendors based on inclusive metrics.

Click here for an in-depth look at about how fund managers are integrating D&I initiatives into their company infrastructure, and the role of diversity and inclusion in talent management and retention. 

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