Michael Beale Banta
Founder presso Banta Asset Management LP
Profilo
Michael Beale Banta is the founder of Banta Asset Management LP, which was founded in 2004, where he holds the title of Partner.
He worked as a Registered Representative at Smith Barney & Co., Inc. from 1993 to 2004.
Mr. Banta received his undergraduate degree from the University of Redlands in 1992.
Posizioni attive di Michael Beale Banta
| Società | Posizione | Inizio |
|---|---|---|
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. | Founder | 01/01/2004 |
Precedenti posizioni note di Michael Beale Banta
| Società | Posizione | Fine |
|---|---|---|
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Formazione di Michael Beale Banta
| University of Redlands | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
- Borsa valori
- Insiders
- Michael Beale Banta
