our team working together for you
Nicholas Lacy, CFA® Vice President, Consulting Services; RJF
Chief Portfolio Strategist, Asset Management Services
Raymond James Home Office

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 more than 20 years of experience in the financial services industry.

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 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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