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.
Aktiva positioner av Robert Thomas Guerra
| Företag | Position | Start |
|---|---|---|
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. | Verkställande Direktör | 2021-03-01 |
Tidigare kända positioner av Robert Thomas Guerra
| Företag | Position | Slut |
|---|---|---|
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. | Företagsledare/Principal | 2019-07-01 |
Robert Thomas Guerras utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
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Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 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 |
















