Jason Lacey
Analyst-Equity chez P. J. Schmidt Investment Management, Inc.
Profil
Mr. Jason S.
Lacey, CFA, is an Executive Vice President & Wealth Adviser at P.
J.
Schmidt Investment Management, Inc. He is a member of the investment committee, directs the financial planning process, and is responsible for business development.
He guides the development of detailed wealth plans, conducts investment research, supports the construction and management of investment portfolios, while turning behavioral finance concepts into actionable solutions and strategies.
He has been in the financial planning and investment management industry since 2006 and with over 16 years’ experience in the financial industry and 9 years’ experience as an educator, he brings an informed and unique approach to PJS Investment Management and their clients.
He received his undergraduate degree from Olivet Nazarene University, a graduate degree from the University of Wisconsin and a graduate degree from Indiana Wesleyan University.
Postes actifs de Jason Lacey
| Sociétés | Poste | Début |
|---|---|---|
P. J. Schmidt Investment Management, Inc.
 P. J. Schmidt Investment Management, Inc. Investment ManagersFinance P. J. Schmidt Investment Management, Inc. (dba PJS Investment Management) is an independent registered investment advisor headquartered in Cedarburg, Wisconsin. The firm was founded by Phillip J. Schmidt in 1981. PJS Investment Management builds customized investment portfolios and delivers wealth management solutions to investors and families. | Analyst-Equity | 01/01/2014 |
Formation de Jason Lacey
| University of Wisconsin | Graduate Degree |
| Indiana Wesleyan University | Graduate Degree |
| Olivet Nazarene University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
P. J. Schmidt Investment Management, Inc.
P. J. Schmidt Investment Management, Inc. Investment ManagersFinance P. J. Schmidt Investment Management, Inc. (dba PJS Investment Management) is an independent registered investment advisor headquartered in Cedarburg, Wisconsin. The firm was founded by Phillip J. Schmidt in 1981. PJS Investment Management builds customized investment portfolios and delivers wealth management solutions to investors and families. | Finance |
