Michael Beale Banta
Oprichter bij Banta Asset Management LP
Profiel
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.
Actieve functies van Michael Beale Banta
| Bedrijven | Functie | Begin |
|---|---|---|
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 | 01-01-2004 |
Eerdere bekende functies van Michael Beale Banta
| Bedrijven | Functie | Einde |
|---|---|---|
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Opleiding van Michael Beale Banta
| University of Redlands | Undergraduate Degree |
Ervaring
Beklede functies
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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 |
| Smith Barney & Co., Inc. | Finance |
