Free Educational Event

Thank you for your interest! Check below for details on our upcoming events, including topics and guest speakers.


2021 Insights with Nick Lacy

Please join us for an interactive discussion covering multiple topics of interest in 2021. Nick will take your questions regarding which issues can drive or derail our economy and impact your portfolio.

FEATURED SPEAKER:

Bio headshot

Nicholas Lacy, CFA

Chief Portfolio Strategist for Asset Management Services | Raymond James Financial

Nicholas Lacy 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.Nicholas is also a member of the Raymond James Investment Strategy Committee which drives the firm allocation recommendations on behalf of the firm

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.

Click here to view the event deck.

Event Date and Time:

Thursday, September 15th

12:00 PM PST


Please click the link below to register for the webinar:

https://raymondjames.zoom.us/