Stephen Matthew Banta
Fondateur chez Banta Asset Management LP
Profil
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.
Postes actifs de Stephen Matthew Banta
Sociétés | Poste | Début |
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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. | Fondateur | 01/01/2004 |
Anciens postes connus de Stephen Matthew Banta
Sociétés | Poste | Fin |
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Smith Barney Asset Management | Corporate Officer/Principal | - |
Formation de Stephen Matthew Banta
University of Southern California | Undergraduate Degree |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
Entreprise privées | 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 Asset Management | Finance |