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Robert Thomas Guerra
Director Ejecutivo en
Guerra Pan Advisors LLC
.
Perfil
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.
Cargos activos de Robert Thomas Guerra
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Director Ejecutivo | 01/03/2021 |
Antiguos cargos conocidos de Robert Thomas Guerra.
| Empresas | Cargo | Fin |
|---|---|---|
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 |
Formación de Robert Thomas Guerra.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
97
Relaciones de 1er grado
3
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 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 |
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