Ashley Jones Guerra

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Finance

Consumer Services

Profil

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.

Ehemalige bekannte Positionen von Ashley Jones Guerra

Unternehmen	Position	Ende
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.	Compliance Officer	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.	Private Equity Investor	-
The Wellness Community Valley	Corporate Officer/Principal	-

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Unternehmensverbindungen

Private Unternehmen	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