Nicholas Lacy, Chief Portfolio Strategist for Asset Management Services (AMS) at Raymond James Financial, helps oversees a team of research analysts who, among other activities, are responsible for setting the asset allocation policy for AMS discretionary (Freedom) and the Raymond James Strategic Recommended models as well as the UMA platform. He 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. Nicholas is also a member of the Raymond James Investment Strategy Committee which drives the firm allocation recommendations on behalf of the firm. He joined the industry in 1996 and joined Raymond James in 2006 as a Due Diligence Officer.
Nicholas 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. He spent 10 years at T. Rowe Price and a year with National Planning Holdings, subsidiary of Jackson National Life, before joining Raymond James.
– Jodi Harrison, RP | Senior Registered Client Service Associate