Will Lacy, CFA

Portfolio Analyst

Will Lacy serves as a Portfolio Analyst for Calamos Wealth Management. As a member of the Calamos Wealth Management Investment Team, he is responsible for analyzing and designing client portfolios, conducting due diligence of third-party managers and researching global macro-economic trends.

Will brings more than 4 years of industry experience to his role at Calamos Wealth Management, having previously served in similar capacities at various boutique wealth management firms. He earned his Bachelor of Arts in International Economics, from Hood College in Frederick, Maryland. Will has passed the Chartered Financial Analyst Program’s Levels 1 & 2 exams and is currently waiting to receive his results for level 3.

Will is actively involved in community outreach and serves as an Associate Board Member of Giordano Dance Chicago, a local 501(c)(3) organization.