Paul Guerra

Regional Managing Director

Bruce DiPietro, CFA®

Investment Advisor

Vanessa Mowrer

Administration Assistant

Paul Guerra

Regional Managing Director

For over three decades Paul has helped clients address their financial concerns and develop strategies focusing on the specific needs, goals, and tolerance for risk of individuals, businesses, and organizations. With extensive experience throughout major shifts in the financial markets, Paul has dedicated his career to delivering the professional and personalized service necessary to successfully navigate the uncertainty of today’s financial markets.

Paul began his career in the financial services industry after serving as a US Army Special Forces (Green Beret) Detachment Commander. He has worked for various firms at various levels of responsibility. In 2002, he founded Brookshire Wealth Management based upon the belief that high quality, professional services could best be provided by an unbiased, independent advisory firm. The merger of Brookshire Wealth Management with Southport Capital in early 2021 allows for the continued growth in the level of care that can be provided to existing and future clients, backed by an enhanced level of support and depth of talent and experience in the industry. Paul now serves as a Managing Director for Southport Capital, with the responsibility of continuing to serve the needs of existing clients as well as coordinating and managing continued growth and expansion in the Midwest United States.

Paul is a graduate of the United States Military Academy at West Point. He has continued his educational pursuits, attending graduate school at Golden Gate University, the College for Financial Planning, and the Center for Fiduciary Studies. Paul has earned an MBA through Liberty University and is currently working toward a doctorate degree, researching various theories of behavioral economics. Paul is active in the support of numerous charitable services organizations and has served in an advisory capacity for several national and regional entities.

Paul has two daughters and lives with his wife in Canton Ohio

Bruce DiPietro, CFA®

Investment Advisor

Bruce has over 30 years of experience in the financial services industry, focusing on equity management and portfolio asset allocation strategies. Prior to joining Brookshire Wealth Management, he was the Managing Director and Investment Strategist at Citigroup’s Private Bank headquartered in New York City. There, Bruce was responsible for the firm’s investment business in the Northeast region of the US and personally managed a multi-billion dollar portfolio of investment assets while also serving on the firm’s senior management committee. Prior to joining Citi Private Bank, Bruce served as a Senior Vice President of Portfolio Advisory Services in the private banking division of Bank of America.

Bruce returned to his hometown of Canton, Ohio and joined Brookshire Wealth Management in 2018 as Vice President and Director of Research, assuming the responsibility for client relationships, portfolio management, and the oversight of the firm’s strategic and tactical investment portfolios. Bruce continues in that role with Southport Capital and will serve as a member of the firm’s Investment Committee. Bruce earned a Bachelor’s degree in chemical engineering and a Master’s degree in management from Case Western Reserve University. He also holds the highly prestigious Chartered Financial Analyst (CFA) designation.

Bruce enjoys travel, music, fitness training, and economic history. His true passion, however, remains with sharing the economic benefits available through the equity markets and the wealth-building opportunities these markets provide to his clients. Bruce is also active in providing personal coaching and career-mentoring to inter-city students in Canton.

Bruce and his wife live in Canton, Ohio.

Vanessa Mowrer

Administration Assistant

Vanessa is the Administrative Manger for the Southport Capital office in Canton, Ohio. Vanessa joined Brookshire Wealth Management in a full-time capacity in 2009. For the past twelve years Vanessa has excellent and professional service to the clients of Brookshire Wealth Management and will continue to build upon that legacy as a member of Southport Capital. Prior to joining Brookshire Wealth Management, Vanessa served as a logistics/supply manager for PSA Airlines, where she was responsible for supporting the maintenance of a fleet of 130 aircraft. She currently holds an Ohio life and health insurance license and completed the Series 7 and Series 63 examinations while a member of Brookshire Wealth Management.

An accomplished musician, Vanessa shares her talents as a singer/songwriter at regional venues such as coffee shops, wineries, churches, and special events. She has had the opportunity to record her original music while working with some of the industry’s elite studio musicians at The Sound Kitchen in Nashville. Vanessa also has a passion for repurposing furniture, “rescuing” antiques, and gardening.

She has three daughters and five grandchildren and lives in Clinton, Ohio.

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