Michael Beale Banta

Fondateur chez Banta Asset Management LP

55 ans

Finance

Consumer Services

Postes actifs de Michael Beale Banta

Sociétés	Poste	Début	Fin
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.	Fondateur	01/01/2004	-

Sociétés	Poste	Début	Fin
Smith Barney & Co., Inc.	Corporate Officer/Principal	01/08/1993	-

University of Redlands

Undergraduate Degree

Internationale

Etats-Unis

Opérationnelle

Founder	1
Undergraduate Degree	1
Corporate Officer/Principal	1

Sectorielle

Finance	3
Consumer Services	2

Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Entreprise privées	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

Entreprise privées

Finance

Smith Barney & Co., Inc.

Finance