Verified recordFinancial Services

Will Lacy

Associate Portfolio Manager at Calamos Wealth Management

Based in Chicago, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Chicago

Industry

Financial Services

Company size

50

Contact information

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Email

1 credit

w•••••••@calamos.com

Phone

5 credits

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Background

About Will Lacy

Will Lacy, CFA serves as an Associate Portfolio Manager for Calamos Wealth Management. He is responsible for individual portfolio construction and tailoring investment solutions around client needs. As a member of the CWM Investment Team, he is responsible for researching capital market trends and alternative investment strategies. Will earned his BA in economics from Hood College in 2019, and was awarded the CFA Charter in 2023. Will is actively involved in community outreach and serves as Assc. Board Vice President for Giordano Dance Chicago and as an assc. board member of The Night Ministry.

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