Robert Thomas Guerra
Directeur Général chez Guerra Pan Advisors LLC
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.
Postes actifs de Robert Thomas Guerra
| Sociétés | Poste | Début |
|---|---|---|
Guerra Pan Advisors LLC
 Guerra Pan Advisors LLC Investment ManagersFinance Guerra Pan Advisors LLC (Guerra Pan) is an independent registered investment advisor headquartered in New York City. The firm was founded in 2019 and is owned and operated by Robert T. Guerra and Anna Pan. Guerra Pan provides investment and financial planning services to individuals and families. | Directeur Général | 01/03/2021 |
Anciens postes connus de Robert Thomas Guerra
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Corporate Officer/Principal | 01/07/2019 |
Formation de Robert Thomas Guerra
| New York University | Undergraduate Degree |
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
Guerra Pan Advisors LLC
Guerra Pan Advisors LLC Investment ManagersFinance Guerra Pan Advisors LLC (Guerra Pan) is an independent registered investment advisor headquartered in New York City. The firm was founded in 2019 and is owned and operated by Robert T. Guerra and Anna Pan. Guerra Pan provides investment and financial planning services to individuals and families. | Finance |
