 |
|
|
|
|
|
|
|
|
|
 |
 |
 |
 |
 |
 |
 |
 |
 |
|
Principal/Partner
Stephen graduated from the University of Southern California with a B.A. in Communications in 1993. While attending college, he began working in the financial services industry as an assistant wire operator with Smith Barney. He joined the Banta family business soon after graduating. Having demonstrated an early knack for operations, he became responsible the operations and compliance aspects of our firm and today serves as Chief Compliance Office. He is also proud to serve clients as an advisor and works closely with many families on financial and retirement planning.
Stephen is an avid outdoor enthusiast who enjoys surfing, alpine mountaineering, snowboarding, motorcycle riding and triathlons. He is passionate about philanthropy and supports a wide variety of charitable organizations.
stephen@bantaassetmanagement.com
- Investment Advisor Representative
- Member, National Ethics Bureau — View my NEB profile
We work objectively and tirelessly on your behalf to help achieve your goals. We’ve consistently earned the trust of high net worth families for more than 40 years. ...more>>