Jim Fitzpatrick Named President of NICSA

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Industry Veteran to Lead Not-for-Profit Investment Management Industry Group

“I’m encouraged and gratified that Jim will be assuming the role of NICSA president, as he is a proven leader having shown his experience and vision for the group’s future as a previous board member,” said George Batejan, Chair, NICSA Board of Directors

NICSA, the not-for-profit trade association founded in 1962 serving the global investment management industry has announced the appointment of Jim Fitzpatrick as its new president, effective September 8, 2015. As President, Jim will lead the respected organization through the next phase of growth, help carry out its mission of aligning the industry through sharing of ideas that foster efficiency, provide education and knowledge programs, and develop and disseminate content that supports those goals. With a vision of providing a platform for broad industry participation, sharing and advancing leading operating practices that enable and improve efficiency, he is uniquely qualified for this important role.

Jim Fitzpatrick brings over 30 years of experience to this position, and is a former NICSA board member who most recently was President of Executive Business Coaching, Inc. where he specialized in corporate strategy and executive development. Previously, Jim was a Managing Director within Goldman Sachs Asset Management at the time of his retirement in 2011. In 1997, he was recruited to lead the build out of GSAM's Global Transfer Agency and Shareholder Services capabilities and later assumed leadership responsibilities within Third Party Distribution for Global Liquidity Sales and Strategic Alliances. Jim was an officer of the Goldman Sachs Funds for fourteen years and currently serves as an Independent Trustee for the Hays Series Trust. Jim began his career with The Boston Company in fund operations and was later promoted to Vice President and General Manager at First Data Investor Services Group for the surviving entity, First Data Corporation. Jim is a 1983 graduate of Assumption College in Worcester, MA. Wilbanks Partners assisted with this search.

“I’m encouraged and gratified that Jim will be assuming the role of NICSA president, as he is a proven leader having shown his experience and vision for the group’s future as a previous board member,” said George Batejan, Chair of the NICSA Board of Directors, and EVP, Global Head of Operations and Technology at Janus Capital. “My colleagues at NICSA, and especially those within our membership community will benefit from his energy in that it will help further underscore the relevance and utility of our programs that impact every facet of their businesses.”

Today, NICSA membership includes asset managers, broker dealers, distributors and service providers aligned with the purpose of collaboration regarding operational standards to continuously improve operating performance and technological advances within the industry; stay up-to-date on the latest developments through education and information sharing; learn about trends across all types of investment vehicles, including mutual funds, hedge funds, unit investment trusts, UCITs and ETFs and connect members with peers to network and learn from each other.

“Jim is an ideal leader to further raise the prominence of this organization,” said Dan Houlihan, Vice Chair of the NICSA Board of Directors and Chair of the Operational Strategy Committee, and EVP, Head of Global Fund Services North America with Northern Trust. “With his depth of experience, both as a member of the NICSA board, and as a highly respected executive with leadership experience spanning asset management, distribution and fund operations, Jim will certainly help NICSA deliver on its mission.”

Jim Fitzpatrick’s first meeting in his role as president will be NICSA’s 2015 General Membership Meeting (GMM), October 29 – 30, at the Hyatt Regency Boston.

ABOUT NICSA: NICSA is a nonprofit association, founded in 1962 as the National Investment Company Service Association. Its purpose is to align and educate the industry through the discussion and sharing of leading practices to support and enable industry efficiency; formal education and knowledge programs; and content development and information dissemination. NICSA’s membership represents a broad cross-section of the global investment management community including asset managers, distributors and service providers. For more information about NICSA and how to become a member, contact 508-485-1500 or visit nicsa.org.

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