Suggested:

Microsoft is slowly restoring all systems impacted by the outage on Thursday, November 12. There continue to be email delays due to system backlogs. If you sent an email, and it is urgent in nature, please call your Advisor directly.

Lucy So

CFA®
Vice President, Institutional SalesClient Relationship Manager
lso@nicolainstitutional.com|236-245-9224

Overview

Ms. So brings more than 12 years of experience in the wealth management and finance industry.

Previously working at Connor, Clark & Lunn Investment Management’s Quantitative Equity Team with a focus on institutional client relationships. Ms. So also worked as Vice President, Business Development at Connor, Clark & Lunn Funds, where she enhanced the firm's product development capabilities and managed relationships with key clients.

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