Robert Thomas Guerra

Vorstandsvorsitzender bei

Guerra Pan Advisors LLC

Finance

Consumer Services

Profil

Mr. Robert T.
Guerra is a Partner at Guerra Pan Advisors LLC.
Mr. Guerra spent 13 years at Merrill Lynch as a First Vice-President, Senior Financial Advisor and Portfolio Manager.
He started his financial career at Prudential Securities in 2001 where he was an early adopter of the fiduciary, financial planning based wealth management style including the use of low-cost tax-efficient investment vehicles such as Exchange Traded Funds (ETFs) when these were all rarities on Wall Street.
Prior to working in the financial industry, Robert spent much of the 1990s as a successful Lighting Designer and technician in the film, television, and theatre industry.
He is a graduate of New York University with a degree in International Relations.

Aktive Positionen von Robert Thomas Guerra

Unternehmen	Position	Beginn
Guerra Pan Advisors LLC Guerra Pan Advisors LLC Investment ManagersFinance Guerra Pan primarily employs fundamental and technical analysis methods in developing investment strategies for its clients.	Vorstandsvorsitzender	01.03.2021

Alle aktiven Positionen von Robert Thomas Guerra

Ehemalige bekannte Positionen von Robert Thomas Guerra

Unternehmen	Position	Ende
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses.	Corporate Officer/Principal	01.07.2019

Sehen Sie sich die Erfahrung von Robert Thomas Guerra im Detail an

Ausbildung von Robert Thomas Guerra

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Sehen Sie sich die Erfahrung von Robert Thomas Guerra im Detail an

Beziehungen

Beziehungen ersten Grades

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

Sehen Sie sich das persönliche Netzwerk an

Unternehmensverbindungen

Private Unternehmen	3
New York University New York University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses.	Finance
Guerra Pan Advisors LLC Guerra Pan Advisors LLC Investment ManagersFinance Guerra Pan primarily employs fundamental and technical analysis methods in developing investment strategies for its clients.	Finance