Chief Portfolio Strategist for Asset Management Services
Nicholas Lacy, Chief Portfolio Strategist for Asset Management Services (AMS) at Raymond James Financial, 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 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. Mr. Lacy 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 fixed Income Due Diligence Officer. Mr. Lacy 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.