Michael Beale Banta
Gründer bei Banta Asset Management LP
Aktive Positionen von Michael Beale Banta
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Banta Asset Management LP
Banta Asset Management LP Investment ManagersFinance Banta Asset Management LP (Banta) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was co-founded by Mark, Michael, and Stephen Banta in 2004 along with their father, David Banta. Banta offers discretionary investment advisory and financial planning services to individuals, high net-worth individuals, and trusts and estates. In addition, they offer advisory services to pension and profit-sharing plans, charitable organizations, and businesses. | Gründer | 01.01.2004 | - |
Karriereverlauf von Michael Beale Banta
Ehemalige bekannte Positionen von Michael Beale Banta
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Smith Barney & Co., Inc. | Corporate Officer/Principal | 01.08.1993 | - |
Ausbildung von Michael Beale Banta
University of Redlands | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Founder | 1 |
Undergraduate Degree | 1 |
Corporate Officer/Principal | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
---|---|
Banta Asset Management LP
Banta Asset Management LP Investment ManagersFinance Banta Asset Management LP (Banta) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was co-founded by Mark, Michael, and Stephen Banta in 2004 along with their father, David Banta. Banta offers discretionary investment advisory and financial planning services to individuals, high net-worth individuals, and trusts and estates. In addition, they offer advisory services to pension and profit-sharing plans, charitable organizations, and businesses. | Finance |
Smith Barney & Co., Inc. | Finance |
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