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Portfolio Manager


Steve Lococo, President and Portfolio Manager  

After earning a BA in Finance from the University of Nebraska in 1979, Steve started his financial services career as a research analyst at Mid America.  Over the past 28 years, Steve has acquired several industry licenses, including NASD Series 7,24,63, and 65 licenses.  He is a Level II Chartered Market Technician. 

Steve formed FAMR, Inc. over six years ago in June 2003.  At that same time, Steve became a Registered Rep with Bathgate Capital Partners LLC.  Prior to FAMR, Steve was a Registered Rep for Smith Hayes Financial Services (2002-2003) and Kirkpatrick Pettis (1990-2002). 

Steve is responsible for managing all client portfolios, adhering to an Absolute Value Investment philosophy.



 

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