David D. Banta

Founder and Partner Emeritus

David Banta has devoted his entire professional career to providing financial guidance to families, beginning in 1967 at Lester, Ryons & Co. David believes deeply in Thomas Paine's guiding principle, "Without ownership, there is no freedom." As founder of Banta Asset Management, he shared in the responsibility for securities selection and client asset allocations.

A graduate of the University of Redlands, David holds a B.A. in History and an M.A. in Education. He has served on numerous advisory boards, notably the University of Redland's Board of Trustees, where he was Co-Chair of the Investment Committee in 1990-2000. David's deep concern for the role of ethics education in business inspired him to create and endow the Banta Center for Business, Ethics and Society at the University of Redlands. He continues to be actively involved in this vital educational mission.

David has been married to his high school sweetheart, Stephanie, for 50 years. He's the proud father of his three sons, who make up the investment firm. He is equally proud to be a grandfather. While having served families as a wealth advisor over several decades, in 2014 David will take an Emeritus role. Now that he falls into the "mature category," his interests have turned to trusteeships. His passion will forever be American business!

 

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