Profiel
Mr. David D.
Banta is Founder & Partner Emeritus at Banta Asset Management LP where he serves as a Portfolio Manager.
Prior to co-founding Banta Asset Management in 2004, Mr. Banta was a Founder at Shearson Lehman Hutton, Inc. He also served on the board at University of Redlands.
Mr. Banta received his BA in History and his MA in Education both from the University of Redlands.
Eerdere bekende functies van David Donald Banta
| Bedrijven | Functie | Einde |
|---|---|---|
| University of Redlands | Corporate Officer/Principal | - |
| Shearson Lehman Hutton, Inc. | Oprichter | - |
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. | Oprichter | - |
Opleiding van David Donald Banta
| University of Redlands | Graduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 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 |
| Shearson Lehman Hutton, Inc. | Finance |
