Stephen Matthew Banta
Founder at Banta Asset Management LP
Stephen Matthew Banta active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - |
| Founder | 01/01/2004 | - | |
| Portfolio Manager-Equities | 01/01/2004 | - |
Career history of Stephen Matthew Banta
Former positions of Stephen Matthew Banta
| Companies | Position | Start | End |
|---|---|---|---|
| Smith Barney Asset Management | Corporate Officer/Principal | 01/07/1994 | - |
Training of Stephen Matthew Banta
| University of Southern California | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Compliance Officer | 1 |
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
