Dr. Phillip Guerra

Dr. Phillip Guerra

Portfolio Manager


Phillip Guerra, DO is a Portfolio Manager for Sizemore Capital Management. Prior to starting a career in investment management, Dr. Guerra enjoyed a long career as a cardiac anesthesiologist, and he uses his expertise to advise private clients on medical and legal issues, including living wills and medical powers of attorney.

Dr. Guerra has programming experience in multiple languages, including R and Python. He has completed various masters-level courses in finance, accounting, economics and statistics from University of Texas at Arlington and the University of Texas School of Public Health.

His specialties include dynamic asset allocation, factor-based investing, and risk parity strategies. His interests in data science include automation, GBM and LSTM NN machine learning for return predictability, genetic programming for optimization, momentum and volatility factors.

Dr. Guerra received his medical degree from the University of North Texas in Fort Worth and completed his anesthesia residency at University of Texas at Houston. He holds a Series 65 license, a utility patent in anesthesiology, a private pilot’s license and a purple belt in Brazilian Jiu-Jitsu.