Nicholas L Lacy,
CFA®
Chief Portfolio Strategist - AMS
Nick oversees a team of researchers responsible for setting asset allocation policy for the investment models at Asset Management Services. He is also a voting member of the AMS Investment Committee. Nick joined Raymond James in 2006 as a Fixed Income Due Diligence Officer and has been working in the finance industry since 1998.
Nick earned a Bachelor of Science degree in Finance and a Bachelor of Arts degree in Political Science from the University of South Florida, and an MBA from the University of Tampa. He earned his Chartered Financial Analyst (CFA®) charter in 2005 and is a member of the CFA Institute, Investment Management Consultants Association and Financial Analysts of Tampa Bay.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
