Sam Lacy
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Sam Lacy Email & Phone Number

Registered Client Service Associate at Morgan Stanley
Location: Leander, Texas, United States 6 work roles 1 school
1 work email found @morganstanley.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email s****@morganstanley.com
LinkedIn Profile matched
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Current company
Role
Registered Client Service Associate
Location
Leander, Texas, United States
Company size

Who is Sam Lacy? Overview

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Quick answer

Sam Lacy is listed as Registered Client Service Associate at Morgan Stanley, a with 94640 employees, based in Leander, Texas, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Sam Lacy.

Sam Lacy previously worked as Client Service Associate at Morgan Stanley and Portfolio Manager at Southwestern University'S Financial Analyst Program. Sam Lacy studied at Southwestern University.

Company email context

Email format at Morgan Stanley

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{first}.{last}@morganstanley.com
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AeroLeads found 1 current-domain work email signal for Sam Lacy. Compare company email patterns before reaching out.

Profile bio

About Sam Lacy

Driven and competitive student pursuing a Business degree at Southwestern University. Current Portfolio Manager of the distinguished Financial Analyst Program.

Current workplace

Sam Lacy's current company

Company context helps verify the profile and gives searchers a useful next step.

Morgan Stanley
Morgan Stanley
Registered Client Service Associate
Austin, TX, US
Employees
94640
AeroLeads page
6 roles

Sam Lacy work experience

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

Client Service Associate

Austin, Texas, United States

Portfolio Manager

Georgetown, Texas, United States

Monitor, calculate, and report weekly YTD rate of return performance for FAP Portfolio and S&P 500 Composite Index. Organize and chair weekly meetings, prepare agenda items, update portfolio spreadsheet with individual holdings, current price value, and EPS dates. Prepare and present Annual Report to Board of Directors.

Mar 2023 - May 2024

Public Relations Manager

Georgetown, Texas, United States

Regularly monitor and report investment news or information found relating to portfolio's holdings. Coordinate recruiting, application, and interview process for incoming members. Schedule and plan team events and activities.

Mar 2022 - Mar 2023

Investment Consulting Analyst

Austin, Texas, United States

Prepare quarterly & annual reports for Account Managers. Build Portfolio Risk Analysis for clients. Create prospecting opportunities for Financial Advisors.

Feb 2023 - Nov 2023

Dominos Delivery Driver

Leander, Texas, United States

Jun 2020 - Aug 2022
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 94640 employees →

1 education record

Sam Lacy education

FAQ

Frequently asked questions about Sam Lacy

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

What company does Sam Lacy work for?

Sam Lacy works for Morgan Stanley.

What is Sam Lacy's role at Morgan Stanley?

Sam Lacy is listed as Registered Client Service Associate at Morgan Stanley.

What is Sam Lacy's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Sam Lacy at Morgan Stanley.

Where is Sam Lacy based?

Sam Lacy is based in Leander, Texas, United States while working with Morgan Stanley.

What companies has Sam Lacy worked for?

Sam Lacy has worked for Morgan Stanley, Southwestern University'S Financial Analyst Program, and Domino'S.

Who are Sam Lacy's colleagues at Morgan Stanley?

Sam Lacy's colleagues at Morgan Stanley include Allen J., Peyton Cook, Matthew Zakelj, Hemananth Kalladiyenthal Kasinathan, and Rahul Aggarwal.

How can I contact Sam Lacy?

You can use AeroLeads to view verified contact signals for Sam Lacy at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Sam Lacy attend?

Sam Lacy studied at Southwestern University.

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