Michael Beale Banta
Founder at Banta Asset Management LP
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Stephen Matthew Banta | M | 53 |
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. | 20 years |
| Bruce J. Bartells | M | 79 |
University of Redlands
| 32 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| David Donald Banta | M | - |
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.
University of Redlands
| 9 years |
| Sallie Krawcheck | F | 59 |
Smith Barney & Co., Inc.
| - |
| Harrison Bains | M | 80 |
University of Redlands
| 24 years |
| Doug Song | M | - |
Smith Barney & Co., Inc.
| 3 years |
| James Graf | M | 59 |
Smith Barney & Co., Inc.
| 3 years |
| Bryan David Emil | M | 52 |
University of Redlands
| 4 years |
| Mike Balaban | M | - |
Smith Barney & Co., Inc.
| 3 years |
| Beth Jami Levine | F | - |
Smith Barney & Co., Inc.
| 12 years |
| William Hyman | M | - |
Smith Barney & Co., Inc.
| 3 years |
| Cid Wilson | M | - |
Smith Barney & Co., Inc.
| 6 years |
| Lee Merrill Gerkin | M | - |
Smith Barney & Co., Inc.
| - |
| Anthony Shink | M | - |
Smith Barney & Co., Inc.
| - |
| Ashley J. Burner | F | - |
Smith Barney & Co., Inc.
| 2 years |
| James C. Eastman | M | - |
Smith Barney & Co., Inc.
| 8 years |
| Jonathan Wayne Fox | M | - |
Smith Barney & Co., Inc.
| 11 years |
| James Daniel McQuiggan | M | - |
Smith Barney & Co., Inc.
| 11 years |
| Michelle I. Villalba | F | - |
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. | - |
| Brett Marvin | M | - |
Smith Barney & Co., Inc.
| 3 years |
| Kevin Peter Tanner | M | - |
Smith Barney & Co., Inc.
| 4 years |
| Francis F. Boulton | M | 73 |
Smith Barney & Co., Inc.
| 2 years |
| Steven C. Bailey | M | 70 |
University of Redlands
| 4 years |
| Alexander Harrington | M | 52 |
Smith Barney & Co., Inc.
| 2 years |
| Jeffrey Campbell Anderson | M | - |
Smith Barney & Co., Inc.
| 7 years |
| Mike C. Rypl | M | - |
Smith Barney & Co., Inc.
| 2 years |
| Frank Louis Campanale | M | - |
Smith Barney & Co., Inc.
| 9 years |
| Kent Smith | M | - |
Smith Barney & Co., Inc.
| 5 years |
| John S. Martin | M | - |
Smith Barney & Co., Inc.
| 2 years |
| Keith Underwood | M | - |
University of Redlands
| 4 years |
| LANCE ROSEN | M | - |
Smith Barney & Co., Inc.
| 3 years |
| Edward Joseph Wilson | M | - |
Smith Barney & Co., Inc.
| - |
| James P. Mason | M | 54 |
University of Redlands
| 4 years |
| Jamey Johns | M | 57 |
University of Redlands
| 4 years |
| David Michael Harris | M | 68 |
Smith Barney & Co., Inc.
| 14 years |
| Michael Malone | M | - |
Smith Barney & Co., Inc.
| 6 years |
| Philip Shields Wunderlich | M | - |
Smith Barney & Co., Inc.
| 1 years |
| William W. Landis | M | - |
Smith Barney & Co., Inc.
| - |
| Shaun D. Christensen | M | - |
University of Redlands
| 4 years |
| B. Allen Connell | M | 83 |
Smith Barney & Co., Inc.
| 11 years |
| Paula F. Newcomb | F | - |
University of Redlands
| 5 years |
| David T. Foster | M | - |
Smith Barney & Co., Inc.
| - |
| Dan Stanzler | M | - |
Smith Barney & Co., Inc.
| 3 years |
| Jacob R. Strumwasser | M | - |
Smith Barney & Co., Inc.
| - |
| Clint C. Camua | M | - |
University of Redlands
| 4 years |
| Pete Secret | M | - |
Smith Barney & Co., Inc.
| 16 years |
| Bill Loftus | M | - |
Smith Barney & Co., Inc.
| 9 years |
| Kevin Gerard Burns | M | - |
Smith Barney & Co., Inc.
| - |
| Marc A. Cabrera | M | - |
Smith Barney & Co., Inc.
| 6 years |
| Kim Bernall | F | - |
Smith Barney & Co., Inc.
| 2 years |
| Roger Scott Balser | M | - |
Smith Barney & Co., Inc.
| 8 years |
| Daniel E. Sirvent | M | - |
Smith Barney & Co., Inc.
| 3 years |
| Adam S. Ashley | M | - |
Smith Barney & Co., Inc.
| 2 years |
| Charlie Mahar | M | - |
Smith Barney & Co., Inc.
| - |
| Brent D. Williams | M | - |
Smith Barney & Co., Inc.
| 1 years |
| Robert Baldwin | M | 69 |
Smith Barney & Co., Inc.
| 13 years |
| John Vianney Wells | M | - |
University of Redlands
| 4 years |
| Devin Ryan | M | - |
Smith Barney & Co., Inc.
| 2 years |
| Monica J. Shilling | F | - |
University of Redlands
| 4 years |
| Michael A. F. Roberts | M | 83 |
Smith Barney & Co., Inc.
| 33 years |
| Heléne A. Fehler | F | - |
Smith Barney & Co., Inc.
| - |
| Jonathan D. Wolff | M | - |
Smith Barney & Co., Inc.
| - |
| Lawrence Solow | M | - |
Smith Barney & Co., Inc.
| 5 years |
| Neil Ashe | M | 56 |
Smith Barney & Co., Inc.
| 4 years |
| Mark E. Coppa | M | - |
University of Redlands
| 2 years |
| Darren Jon Schulz | M | - |
Smith Barney & Co., Inc.
| 2 years |
| Aryeh Bourkoff | M | 51 |
Smith Barney & Co., Inc.
| 2 years |
| Bob F. Mellon | M | - |
Smith Barney & Co., Inc.
| 5 years |
| Bill Meyers | M | - |
Smith Barney & Co., Inc.
| 4 years |
| Bynum Satterwhite | M | - |
Smith Barney & Co., Inc.
| 11 years |
| Jason Nathaniel Ader | M | 55 |
Smith Barney & Co., Inc.
| 2 years |
| Joseph Donovan | M | 69 |
Smith Barney & Co., Inc.
| 2 years |
| William O. Hiltz | M | 72 |
Smith Barney & Co., Inc.
| 13 years |
| Mark Loehr | M | - |
Smith Barney & Co., Inc.
| 21 years |
| Thomas Guba | M | 73 |
Smith Barney & Co., Inc.
| 1 years |
| Vincent Andrew Stegman | M | - |
Smith Barney & Co., Inc.
| 5 years |
| Robert Andrew Johnson | M | 54 |
Smith Barney & Co., Inc.
| 3 years |
| Sandeep Narendir Soorya | M | - |
Smith Barney & Co., Inc.
| 2 years |
| Craig Lee Johnson | M | - |
Smith Barney & Co., Inc.
| 10 years |
| Dwayne Skellern | M | 44 |
University of Redlands
| 4 years |
| Ron Heller | M | 61 |
Smith Barney & Co., Inc.
| 2 years |
| John Emmet Lekas | M | - |
Smith Barney & Co., Inc.
| 3 years |
| Hasina Khan | F | - |
Smith Barney & Co., Inc.
| - |
| Jenna L. Fox | F | - |
Smith Barney & Co., Inc.
| 2 years |
| Stephanie S. Ingersoll | F | - |
Smith Barney & Co., Inc.
| - |
| Bill Smead | M | - |
Smith Barney & Co., Inc.
| 11 years |
| Jeffrey Todd | M | 57 |
University of Redlands
| 4 years |
| Jeff Cusack | M | - |
Smith Barney & Co., Inc.
| 12 years |
| Joe Biondo | M | - |
Smith Barney & Co., Inc.
| - |
| Maisha Barnett | F | - |
Smith Barney & Co., Inc.
| - |
| Dennis Lause | M | - |
University of Redlands
| 4 years |
| Damian A. Hyams | M | - |
University of Redlands
| 4 years |
| John James Mullin | M | - |
Smith Barney & Co., Inc.
| 1 years |
| Steve Yamshon | M | 70 |
University of Redlands
| 2 years |
| William Stein | M | - |
Smith Barney & Co., Inc.
| 2 years |
| Lerner Andy | M | 59 |
Smith Barney & Co., Inc.
| 7 years |
| Clay B. Lifflander | M | 61 |
Smith Barney & Co., Inc.
| 10 years |
| Joseph Peter Biondo | M | - |
Smith Barney & Co., Inc.
| 4 years |
| Keith Evan Derman | M | - |
Smith Barney & Co., Inc.
| 1 years |
| Sharon M. Snow | F | - |
Smith Barney & Co., Inc.
| 5 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Michael Beale Banta
- Personal Network
