Hudson Vaicek
Student at University of Colorado Boulder - Leeds School of Business
- Role
- Wealth Management Intern at Merrill Lynch
- Location
- Boulder, CO, US
- LinkedIn followers
- 500 followers
Experience
Wealth Management Intern
May 2025 — Present · Newport Beach, CA, US
Support a senior wealth management team in servicing high net worth clients through financial planning and investment strategy coordination- Conduct research on market trends, mutual funds, and equities to assist in portfolio reviews and client proposals- Prepare client facing materials including performance summaries, retirement projections, and asset allocation reports- Participate in meetings with leading asset managers and private equity firms, including Blackstone and Blue Owl Capital, to evaluate investment offerings- Utilize Bloomberg Terminal to gather financial data, analyze economic indicators, and monitor portfolio performance- Maintain client confidentiality and professionalism while working with sensitive financial data in a fast paced office environment
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