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Nicholas Lacy, CFA
Vice President, Director of Institutional Research
Asset Management Services

Nick Lacy is the Vice President of Consulting Services and Director of Institutional Research for the Asset Management Services Group at Raymond James and Associates. He oversees a team of researchers who, among other activities, are responsible for setting the asset allocation policy for AMS discretionary (Freedom) and non-discretionary models. Nick is also a voting member of the AMS Investment Committee which is the decision making body for AMS products such as Freedom and Separately Managed Accounts. Nick joined Raymond James in 2006 as a fixed Income Due Diligence Officer and has over 14 years in the industry.

Nick has a B.S. in Finance and B.A. in Political Science from the University of South Florida and an M.B.A. from the University of Tampa. He earned his Chartered Financial Analyst charter in 2005 and is a member of the CFA Institute, Investment Management Consultants Association and Financial Analysts of Tampa Bay.

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