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Meet Your Personal Investment Advisor and Financial Advocate
Your current and future financial needs are the entire focus of my business!
I believe my background in education and finance coupled with raising my own family, enable me to provide my clients with a clear vision of what is meaningful and offer unique and insightful advice.
Jason Scott Lacey, born in 1974, is the President of Lewis Lacey Capital Management, LLC. Mr. Lacey received his bachelor’s degree from Olivet Nazarene University in 1997, his M.Ed. from Indiana Wesleyan University in 2001, and is currently working towards his M.S. in Finance Analysis from University of Wisconsin-Milwaukee. Mr. Lacey has completed the CFP® Board Registered Program through Kaplan Schweser. Prior to founding Lewis Lacey Capital Management, Mr. Lacey worked as an Investment Advisor Representative for SII Investments, Inc. from 2006-2009 and was a teacher from 1998-2006. Mr. Lacey has passed his NASD series 7, 63, 65 and Wisconsin Life and Health Insurance exams. Mr. Lacey started Lewis Lacey Capital Management, LLC in August, 2009.
LLCM has a consulting arrangement with Charles Sherman Lewis, IV of Lewis Capital Management, LLLP. This arrangement allows consultation with a Chartered Financial Analyst, and a former attorney who has practiced as a CPA, with over three decades of experience in portfolio and tax management.
Charles Sherman Lewis, IV, born in 1952, is a principal partner of his own portfolio management firm, Lewis Capital Management, LLLP. Mr. Lewis attended Ripon College, Ripon, Wisconsin, for 3.5 years and received a B.A. in Economics in 1973. He then attended the University of Wisconsin-Madison for 2 years where he majored in accounting, received an MBA in 1976, successfully sat for the CPA exam, and received a CPA license from Minnesota and Wisconsin. Mr. Lewis then attended Marquette University for 3 years and received his J.D. in 1983. Mr. Lewis primarily worked on tax-related matters for both a big four accounting firm and a law firm, and from May, 1985 to March, 1998, worked for Robert W. Baird & Co., Inc. providing investment advice. Mr. Lewis received his CFA in 1996 and has been NASD series 7, 8, 24 and 63 licensed. Mr. Lewis started Lewis Capital Management, LLLP in July, 1999.
