Karriereverlauf von David Donald Banta
Ehemalige bekannte Positionen von David Donald Banta
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
University of Redlands | Corporate Officer/Principal | 01.01.1990 | - |
Shearson Lehman Hutton, Inc. | Gründer | - | - |
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. | Gründer | 26.07.2010 | - |
Portfolio Manager-Aktien | 01.01.2004 | - | |
Portfolio Manager-Fixed Income | 26.07.2010 | - |
Ausbildung von David Donald Banta
University of Redlands | Graduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Founder | 2 |
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 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 |
Shearson Lehman Hutton, Inc. | Finance |
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