Individuals only

Inspirational individuals demonstrating cutting-edge thought leadership and fostering business solutions with a wide scope of influence across the asset and wealth management industry. 

*Former Nicsa President. Bill Blackwell is remembered as a leader and mentor throughout his long career at State Street Bank as well as the honesty and integrity that he displayed in his business and personal life.

Individuals only

Senior-level executives (or recent retirees) with long-standing, active service to Nicsa who have helped the industry better serve investors by improving the quality of client service or significantly advancing financial services.

*Former Nicsa Chairman. Robert Gould was President of DST Systems and is remembered for his significant contributions to the financial services industry through the development of systems and procedures to better serve shareholders.

Individuals only

Early-career individuals demonstrating professional excellence and outstanding contribution to the asset and wealth management industry. Nominees from member firms must:

• Be from unique business function areas within member firms (multiple nominees can be submitted by each member firm)
• Have at least 5 years of professional experience
• Exemplify the enthusiasm and skills to become a transformational leader in the industry
• Demonstrate the creativity and passion to deliver meaningful results to clients

Firms only

Organizations with notable achievements in distribution strategy and servicing of investment products via technology solutions, data analytics, partnerships, and/or relationship management.

Firms only

Organizations with trendsetting achievements in product development via concept development and delivery, and/or ground-breaking marketing campaigns.

Firms only

Organizations utilizing cutting-edge technology solutions that effectively deliver improved performance, risk-reduction, efficiency, and/or client service capabilities.

Firms only

Organizations with innovative systems or processes that deliver world-class operational standards via improved efficiency, back-office performance, and/or client experience.

Firms only

Organizations demonstrating excellence in investment portfolio management and delivery of outstanding value to investors.

Firms only

Organizations providing exceptional financial planning and holistic wealth management services.

Firms only

Organizations excelling in the development or delivery of innovative investment strategies beyond traditional asset classes.