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Jon Lacey, Cfp® Email & Phone Number

Regional Gift Planning Partner at American Red CrossCalifornia Gold Country RegionNorthern California Coastal Region at American Red Cross
Location: Belvedere Tiburon, California, United States 4 work roles 1 school
2 work emails found @bosinvest.com 1 phone found area 415 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 1 phone

Work email j****@bosinvest.com
Direct phone (415) ***-****
LinkedIn Profile matched
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Current company
Role
Regional Gift Planning Partner at American Red CrossCalifornia Gold Country RegionNorthern California Coastal Region
Location
Belvedere Tiburon, California, United States
Company size

Who is Jon Lacey, Cfp®? Overview

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Quick answer

Jon Lacey, Cfp® is listed as Regional Gift Planning Partner at American Red CrossCalifornia Gold Country RegionNorthern California Coastal Region at American Red Cross, a with 25629 employees, based in Belvedere Tiburon, California, United States. AeroLeads shows a work email signal at bosinvest.com, phone signal with area code 415, and a matched LinkedIn profile for Jon Lacey, Cfp®.

Jon Lacey, Cfp® previously worked as Regional Gift Planning Partner at American Red Cross and Client Associate at Bingham, Osborn & Scarborough, Llc. Jon Lacey, Cfp® holds Bachelor Of Arts (Ba), Religion/Religious Studies from Wesleyan University.

Company email context

Email format at American Red Cross

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*@bosinvest.com
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AeroLeads found 2 current-domain work email signals for Jon Lacey, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Jon Lacey, Cfp®

Passionate about helping others create the charitable impact and legacy of positive change they desire. At the American Red Cross, I gratefully serve along many other volunteers and colleagues to alleviate and prevent human suffering from disasters. As a Gift Planning Officer, I educate and guide individuals who wish to make an impact by leaving the American Red Cross in their wills or estate plans or by making gifts of non-cash assets. CFP® Professional focused on understanding donor and stakeholder needs and goals in order to create impactful and tax-smart solutions. I am informed by my experience in financial services (5 years of west coast institutional sales trading on behalf of JPMorgan, 12 years of equity trading at Legg Mason, 3.5 years HNW client service at SF-based BOS) and more than 15 years of non-profit board service, which has all lead me to broaden my knowledge of financial planning and socially responsible investment issues so I may better serve individuals and organizations.

Listed skills include Series 65, Equities, Equity Trading, Investments, and 21 others.

Current workplace

Jon Lacey, Cfp®'s current company

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American Red Cross
American Red Cross
Regional Gift Planning Partner at American Red CrossCalifornia Gold Country RegionNorthern California Coastal Region
washington, district of columbia, united states
Website
Employees
25629
AeroLeads page
4 roles

Jon Lacey, Cfp® work experience

A career timeline built from the work history available for this profile.

Regional Gift Planning Partner

Current

Serving American Red Cross Northern California Coastal & California Gold Country Regions

I help our generous American Red Cross supporters and their advisors explore ways to support the Red Cross while preserving assets and reducing taxes through gifts of assets and gifts by will, trust, and beneficiary designations. I am passionate about helping donors maximize the impact they seek to make to our five lines of service by exploring ways of giving that best fit with each donor's unique financial situation, timeframe, and charitable goals. I engage our regional development teams, our local volunteer board members and our national staff to have effective philanthropic planning conversations with Red Cross donors. In the spirit of planning that is the foundation of the Red Cross emergency preparedness, I encourage everyone - whether you are 18 or 88 - to consider the importance of having a plan in place that relieves your loved ones of having to guess how to honor your wishes. The Red Cross supports resources that empower anyone to establish a will or living trust for no, or low, cost. No matter your wealth, making a will and estate plan is one of the kindest and most responsible acts you can take on behalf of yourself and others. Consider that having a will or trust in place can ensure that the lives of the people, pets and causes you love are not unecesarilly burdened with costs and time of probate courts deciding heirs or beneficiaries, assessing property worth, or making unanticipated financial decisions.

Sep 2021 - Present

Client Associate

San Francisco

Provided individually-tailored client service for 130+ High Net Worth clients and four Wealth Managers. Facilitated all ranges of account-level administration (new client on-boarding, life-stage transitions, estate administrations, account trading and data reporting) with acumen and concise, empathic communication. Collaborated with 8-person client service team to effectively manage and prioritize pipeline of requests across 900 households. Earned CFP® certification in 2019.

Jun 2017 - Dec 2020

Director

San Francisco Bay Area

Equity Trader at ClearBridge Investments LLC, an asset manager which is a unit of Legg Mason. Executed trades for three funds, monitored 180 stocks for 8 funds on behalf of two Portfolio Managers. Earned CMT (Chartered Market Technician) designation in 2010. As Investment Team member, contributed technical analysis to complement fundamental analysis and enhance trading recommendations.

Oct 2003 - Mar 2015

Vice President

Institutional Equity Sales Trader for west coast JPM institutional clients

Sep 1998 - Oct 2003
Team & coworkers

Colleagues at American Red Cross

Other employees you can reach at redcross.org. View company contacts for 25629 employees →

1 education record

Jon Lacey, Cfp® education

FAQ

Frequently asked questions about Jon Lacey, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jon Lacey, Cfp® work for?

Jon Lacey, Cfp® works for American Red Cross.

What is Jon Lacey, Cfp®'s role at American Red Cross?

Jon Lacey, Cfp® is listed as Regional Gift Planning Partner at American Red CrossCalifornia Gold Country RegionNorthern California Coastal Region at American Red Cross.

What is Jon Lacey, Cfp®'s email address?

AeroLeads has found 2 work email signals at @bosinvest.com for Jon Lacey, Cfp® at American Red Cross.

What is Jon Lacey, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 415 for Jon Lacey, Cfp® at American Red Cross.

Where is Jon Lacey, Cfp® based?

Jon Lacey, Cfp® is based in Belvedere Tiburon, California, United States while working with American Red Cross.

What companies has Jon Lacey, Cfp® worked for?

Jon Lacey, Cfp® has worked for American Red Cross, Bingham, Osborn & Scarborough, Llc, Legg Mason, and J.P. Morgan.

Who are Jon Lacey, Cfp®'s colleagues at American Red Cross?

Jon Lacey, Cfp®'s colleagues at American Red Cross include Brianne Porter, Pam Mcdonald, Melissa Dearman, Hope Russell, and Leann Byford.

How can I contact Jon Lacey, Cfp®?

You can use AeroLeads to view verified contact signals for Jon Lacey, Cfp® at American Red Cross, including work email, phone, and LinkedIn data when available.

What schools did Jon Lacey, Cfp® attend?

Jon Lacey, Cfp® holds Bachelor Of Arts (Ba), Religion/Religious Studies from Wesleyan University.

What skills is Jon Lacey, Cfp® known for?

Jon Lacey, Cfp® is listed with skills including Series 65, Equities, Equity Trading, Investments, Bloomberg, Securities, Capital Markets, and Electronic Trading.

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