Stephen Matthew Banta
Fondateur chez Banta Asset Management LP
Profil
Stephen Matthew Banta is the founder of Banta Asset Management LP, where he holds the titles of Partner & Chief Compliance Officer since 2004.
He was a Principal at Smith Barney Asset Management from 1994 to 2011.
Banta graduated from the University of Southern California with an undergraduate degree in 1993.
Postes actifs de Stephen Matthew Banta
| Sociétés | Poste | Début |
|---|---|---|
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 |
Anciens postes connus de Stephen Matthew Banta
| Sociétés | Poste | Fin |
|---|---|---|
| Smith Barney Asset Management | Corporate Officer/Principal | - |
Formation de Stephen Matthew Banta
| University of Southern California | Undergraduate Degree |
Expériences
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| 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 Asset Management | Finance |
