Michael Beale Banta
Gründer bei Banta Asset Management LP
Ursprung des Netzwerks ersten Grades von Michael Beale Banta
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Smith Barney & Co., Inc.
92
| Extinct | Investment Banks/Brokers | 92 |
University of Redlands
19
| College/University | Other Consumer Services | 19 |
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.
4
| Private Company | Investment Managers | 4 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Michael Beale Banta
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Comptroller/Controller/Auditor Corporate Officer/Principal | |
Shearson Lehman Brothers Holdings, Inc.
 Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity Institutional Sales | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| ATTUNE RTD, INC | Electronic Equipment/Instruments | Chief Operating Officer | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Graduate Degree Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Pepperdine University | College/University | Masters Business Admin Doctorate Degree Masters Business Admin | |
| New York University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| University of California, Los Angeles | College/University | Corporate Officer/Principal Doctorate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Biondo Investment Advisors LLC
 Biondo Investment Advisors LLC Investment ManagersFinance Biondo Investment Advisors LLC (Biondo) is an independent registered investment advisor and wealth manager headquartered in Milford, Pennsylvania with a satellite office in Sparta, New Jersey. The firm was founded by Joseph (Joe) Biondo, Sr. in 2004 and is a subsidiary of the Biondo Group LLC. Biondo provides investment and financial planning advice to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations or other business entities, educational institutions, endowments and foundations. It also provides investment advice to clients through its participation in programs at Morgan Stanley, Merrill Lynch, J.P. Morgan and ENVESTNET. | Investment Managers | Founder Chief Executive Officer | |
| University of Maryland | College/University | Undergraduate Degree Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Masters Business Admin | |
The Biondo Group LLC
 The Biondo Group LLC Financial ConglomeratesFinance The Biondo Group LLC provides wealth management and financial services. It offers financial planning, asset management, insurance and annuities, estate and tax planning, social security, and medicare navigation, The company was founded by Joseph R. Biondo in 2004 and is headquartered in Milford, PA. | Financial Conglomerates | Founder Chief Executive Officer | |
| Brandeis University | College/University | Undergraduate Degree Undergraduate Degree | |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Investment Banks/Brokers | Sales & Marketing Corporate Officer/Principal | |
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Investment Banks/Brokers | Founder Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree | |
Deutsche Bank Corp.
 Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
The Davis Cos., Inc.
 The Davis Cos., Inc. Personnel ServicesCommercial Services The Davis Cos., Inc. operates as a staffing agency. It provides contract staffing, direct hire, payroll, managed staffing, and contract-to-hire services. The company was founded by Robert Davis in 1985 and is headquartered in Marlborough, MA. | Personnel Services | Chief Operating Officer | |
Long Island Ducks
 Long Island Ducks Movies/EntertainmentConsumer Services Long Island Ducks operates a professional baseball team. The private company is based in Central Islip, NY. The company was founded by Francis F. Boulton. Francis F. Boulton has been the CEO since incorporation. | Movies/Entertainment | Chief Executive Officer | |
| California State University-San Bernardino | College/University | Graduate Degree | |
A.V.M. Software, Inc.
 A.V.M. Software, Inc. Internet Software/ServicesTechnology Services A.V.M. Software, Inc. provides group video chat. It enables people to meet and interact around topics, interests, and content and culture, through real-time group chat. The firm is available on Personal Computer, iOS, Android, and Mac Beta. The company was founded in 1998 and is headquartered in Jericho, NY. | Internet Software/Services | Chief Executive Officer |
Statistik
International
| Vereinigte Staaten | 48 |
Sektoral
| Finance | 26 |
| Consumer Services | 19 |
| Electronic Technology | 2 |
| Process Industries | 2 |
| Commercial Services | 2 |
Operativ
| Corporate Officer/Principal | 265 |
| Director/Board Member | 161 |
| Undergraduate Degree | 93 |
| Chief Executive Officer | 72 |
| President | 50 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Aryeh Bourkoff | 29 |
| Lerner Andy | 27 |
| Sallie Krawcheck | 27 |
| James Graf | 25 |
| Jason Nathaniel Ader | 20 |
| Joseph Donovan | 19 |
| Brent D. Williams | 17 |
| Robert Baldwin | 17 |
| Neil Ashe | 16 |
| Thomas Guba | 15 |
| Harrison Bains | 15 |
| Alexander Harrington | 13 |
| Clay B. Lifflander | 12 |
| Steve Yamshon | 12 |
| John James Mullin | 12 |
- Börse
- Insiders
- Michael Beale Banta
- Unternehmensverbindungen
