Michael Beale Banta
Fundador en Banta Asset Management LP .
Perfil
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.
Cargos activos de Michael Beale Banta
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Fundador | 01/01/2004 |
Antiguos cargos conocidos de Michael Beale Banta.
| Empresas | Cargo | Fin |
|---|---|---|
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Formación de Michael Beale Banta.
| University of Redlands | Undergraduate Degree |
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 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 |
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