Michael Beale Banta
Fundador en Banta Asset Management LP .
Cargos activos de Michael Beale Banta
Empresas | Cargo | Inicio | Fin |
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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 | - |
Historial de carrera de Michael Beale Banta
Antiguos cargos conocidos de Michael Beale Banta.
Empresas | Cargo | Inicio | Fin |
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Smith Barney & Co., Inc. | Corporate Officer/Principal | 01/08/1993 | - |
Formación de Michael Beale Banta.
University of Redlands | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 4 |
Operativa
Founder | 1 |
Undergraduate Degree | 1 |
Corporate Officer/Principal | 1 |
Sectorial
Finance | 3 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 2 |
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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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