Stephen Matthew Banta
Oprichter bij Banta Asset Management LP
Actieve functies van Stephen Matthew Banta
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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. | Compliance Officer | 01-01-2004 | - |
| Oprichter | 01-01-2004 | - | |
| Portefeuillebeheerder-Aandelen | 01-01-2004 | - |
Loopbaan van Stephen Matthew Banta
Eerdere bekende functies van Stephen Matthew Banta
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
| Smith Barney Asset Management | Corporate Officer/Principal | 01-07-1994 | - |
Opleiding van Stephen Matthew Banta
| University of Southern California | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 4 |
Operationeel
| Compliance Officer | 1 |
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
Sectoraal
| Finance | 3 |
| Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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 Asset Management | Finance |
