Nicholas Lacy, CFA
Vice President, Director of Institutional Research
Asset Management Services – Raymond James Home Office

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.

537 North Magnolia Ave.  |  Orlando, FL 32801  |  407-839-4998  |  Toll-Free: 888-846-8172  |  Fax: 407-839-4811
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. © Raymond James, Inc., member New York Stock Exchange / SIPC. Privacy Polilcy

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.