Stephen Matthew Banta
Oprichter bij Banta Asset Management LP
Profiel
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.
Actieve functies van Stephen Matthew 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 Stephen Matthew Banta
| Bedrijven | Functie | Einde |
|---|---|---|
| Smith Barney Asset Management | Corporate Officer/Principal | - |
Opleiding van Stephen Matthew Banta
| University of Southern California | Undergraduate Degree |
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| 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 Asset Management | Finance |
