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Nick Lacy

Chief Portfolio Strategist, Asset Management Services, Raymond James Financial

Ed Talk 2: Freedom Portfolio Positioning and Investment Outlook

Nick Lacy, CFA, AMS Chief Portfolio Strategist, and Johnny Suarez, Director of Manager Research, covers the state of the current economy and its impact on the market. Both Nick and Johnny will cover Freedom’s current investment positioning as well the outlook for upcoming opportunities and threats for investors. Their presentation will cover market fundamentals for the equity and fixed income markets for the U.S. as well as the rest of the globe as well as how the AMS Investment Committee views these markets.

Biography

Nicholas Lacy, chief portfolio strategist for Asset Management Services (AMS) at Raymond James Financial, helps oversee 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 unified managed account (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 started in the industry in 1996 and joined Raymond James in 2006 as a due diligence officer.