Education
Nicsa Inc
BOSTON, MA
Total revenue
$2.2M
Total expenses
$2.3M
Net assets
$523K
Grants received
$100K
1 grants
EIN
043044983
Tax year
2024
Mission
NICSA is the leading provider of independent education and networking forums to professionals in the global investment management community.
Programs
6 programs
Asset & Wealth Management Summit: NICSA facilitated a National Meeting that provided education and networking opportunities for its membership.
Symposium: NICSA's Fearless Leadership Symposium brought together attendees to explore how inclusive leadership can enhance productivity and promote growth through powerful keynotes, interactive panel discussions and actionable takeaways from companies leading the DEI charge in our industry. The Symposium highlighted bold business practices aimed at supporting the long-term sustainability of global asset management.
Diversity Project: The goal of the Diversity Project is to accelerate progress toward a more inclusive culture across all demographics including gender, ethnicity, sexual orientation, age and disability. The Diversity Project will also focus on enhancing the financial services industry brand within higher education and developing and sharing leading practices across member firms.
Membership Services: NICSA offers members opportunities to develop leading practices through participation on committees, access to compliance guides and other services.
Training and Desktop Education: NICSA provides its members with timely, interactive webinars on a variety of topics and provides its members with other educational materials and programs.
Blackwell Scholarship: The NICSA/William T. Blackwell Scholarship Fund was established as a tribute to Bill Blackwell's commitment to education and to recognize outstanding students of the NICSA family with financial and social support for postsecondary education. Blackwell Scholars receive up to four years of scholarship support, a mentor from a NICSA member company, and access to career networking and internship opportunities.
Financials
FY 2024
Revenue
Expenses
People
39 listed
Jim Fitzpatrick
President & CEO
$470K
40 hrs/wk
Janet Bienkowski
Vice President
—
1 hrs/wk
Ryan Burns
Vice President
—
1 hrs/wk
Kirsten Pickens
Vice President
—
1 hrs/wk
John Stadtler
Vice President
—
1 hrs/wk
Mark Lavan
Director
—
1 hrs/wk
Dan Moorman
Director
—
1 hrs/wk
Frieda Lewis
Director
—
1 hrs/wk
Chris Keller
Director
—
1 hrs/wk
Mike Melles
Director
—
1 hrs/wk
Jennifer McGovern
Director
—
1 hrs/wk
Ken Cawley
Director
—
1 hrs/wk
Steve Rueschhoff
Director
—
1 hrs/wk
Cindy Schreiner
Director
—
1 hrs/wk
Kelli O'Brien
Director
—
1 hrs/wk
Clint Harris
Chairman
—
1 hrs/wk
John Gray
Director
—
1 hrs/wk
Andrew Strnad
Director
—
1 hrs/wk
Dan Houlihan
Director
—
1 hrs/wk
Brooke Marajo
Director
—
1 hrs/wk
Stephen Patrickakos
Director
—
1 hrs/wk
Christine Waldon
Director
—
1 hrs/wk
Stacy Veleker
Director
—
1 hrs/wk
Brian Shlissel
Director
—
1 hrs/wk
Chris Goff
Director
—
1 hrs/wk
Jocelyn McBride
Director
—
1 hrs/wk
Stella Mink
Director
—
1 hrs/wk
Tiffani Potesta
Director
—
1 hrs/wk
Angela Morales
Director through June 2024
—
1 hrs/wk
Christine Selmi
Director through June 2024
—
1 hrs/wk
Mike Mastroianni
Director
—
1 hrs/wk
Scott Brady
Chairman through 10/1/2024
—
1 hrs/wk
Stacy Bernstein
Vice Chairwoman
—
1 hrs/wk
David Rosen
Vice President
—
1 hrs/wk
Kevin Mahn
Vice President
—
1 hrs/wk
Kelly Sherrard
Vice President
$147K
40 hrs/wk
Justine Phoenix
Vice President
$142K
40 hrs/wk
Allison Walsh
Vice President
$134K
40 hrs/wk
Allison Lovett
Vice President
$112K
40 hrs/wk
Grants received
Showing 1 of 1
Funded by
$100K from 1 funder · 1 grant · 2018
$100K · 1 grant · 2018