Perfil
Ashley Jones Guerra formerly worked at Cerity Partners Ventures, as PARTNER, Gamble Jones Investment Counsel, as Principal & Chief Compliance Officer from 2001 to 2023, and The Wellness Community Valley, as Member.
Ms. Guerra received her undergraduate degree in 1994 from the University of San Diego and Masters Business Admin degree in 2003 from Woodbury University.
Antiguos cargos conocidos de Ashley Jones Guerra.
| Empresas | Cargo | Fin |
|---|---|---|
Gamble Jones Investment Counsel
Gamble Jones Investment Counsel Investment ManagersFinance GJIC primarily employs a long-term investment strategy and uses fundamental analysis to select securities for their clients’ portfolios. Their traditional investment strategies consist of long-term purchases and short-term purchases. They also build fixed income ladders with varying lengths of maturities based on current economic and interest rate environments. For some clients, the use of mutual funds, ETFs, and REITs are appropriate. The firm primarily recommends large-cap common stocks. | Oficial de Cumplimiento | 14/09/2023 |
Cerity Partners Ventures
Cerity Partners Ventures Investment ManagersFinance CPV invests in companies located in the United States. The firm targets companies operating across a broad range of sectors and industries. It provides financing for early stage capital requirements. Touchdown Venture reorganized on September 19th, 2024, with acquisition by Cerity Partners LLC to form Cerity Partners Ventures. | Inversor de Capital Privado | - |
The Wellness Community Valley | Corporate Officer/Principal | - |
Formación de Ashley Jones Guerra.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 5 |
|---|---|
Gamble Jones Investment Counsel
Gamble Jones Investment Counsel Investment ManagersFinance GJIC primarily employs a long-term investment strategy and uses fundamental analysis to select securities for their clients’ portfolios. Their traditional investment strategies consist of long-term purchases and short-term purchases. They also build fixed income ladders with varying lengths of maturities based on current economic and interest rate environments. For some clients, the use of mutual funds, ETFs, and REITs are appropriate. The firm primarily recommends large-cap common stocks. | Finance |
University of San Diego
University of San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Woodbury University
Woodbury University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Wellness Community Valley | |
Cerity Partners Ventures
Cerity Partners Ventures Investment ManagersFinance CPV invests in companies located in the United States. The firm targets companies operating across a broad range of sectors and industries. It provides financing for early stage capital requirements. Touchdown Venture reorganized on September 19th, 2024, with acquisition by Cerity Partners LLC to form Cerity Partners Ventures. | Finance |
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