Sam Lococo
B.B.A Finance and Certification in Entrepreneurship Management | Student at The University of Iowa Tippie College of Business
- Role
- Private Wealth Management Intern at Baird
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Sam Lococo
I am currently a senior at the University of Iowa, enrolled in the Tippie College of…
Experience
Private Wealth Management Intern
May 2025 — Present · Milwaukee, WI, US
Worked with the Cudahy Linn Group to deliver comprehensive financial planning, including tax strategies, retirement planning, cash flow management, insurance, and estate planning • Conducted in-depth equity research and analysis, producing a stock pitch with forecasts, full discounted cash flow model, and investment thesis • Designed tailored investment portfolios using tools such as Thomson One and Morningstar, optimizing asset allocation, fund selection, and risk management to achieve client-specific objectives • Shadowed the Client Resource Team, assisting with client calls, utilizing CRM tools, and supporting daily workflows including data entry, account updates, and client follow-ups
Education
Santa Reparata International School of Art (SRISA)
Bachelor of Business Administration - BBA, Study Abroad Participant - Full Semester
University of Iowa
Bachelor's degree, Finance with Certification in Entrepreneurship Management
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