Robert Thomas Guerra

Chief Executive Officer at

Guerra Pan Advisors LLC

Finance

Consumer Services

Profile

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.

Robert Thomas Guerra active positions

Companies	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.	Chief Executive Officer	01/03/2021

All active positions of Robert Thomas Guerra

Former positions of Robert Thomas Guerra

Companies	Position	End
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

See the detail of Robert Thomas Guerra's experience

Training of Robert Thomas Guerra

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Robert Thomas Guerra's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	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