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NEIL BANTA

Partner

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Neil Banta is a Partner at Oakpoint Advisors.  Neil has been involved in private asset fundraising since 1998. Most recently, he was a Partner at Triago, which was acquired by Houlihan Lokey in 2024. Prior to Triago, Neil served as Managing Director of Capital Formation at Albright Capital Management and held senior roles at Greenhill & Company, Lehman Brothers, and Citigroup.

 

Neil began his career in fixed income sales and trading at Salomon Brothers and Morgan Stanley.

 

He graduated with honors from Amherst College with a degree in English Literature.

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100 South Ashley Drive, Suite 1130, Tampa, Fl. 33602

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Learn about our firm’s background and Investment Professionals on FINRA's BrokerCheck.

 

Securities offered through Oakpoint Solutions, LLC., doing business as Oakpoint Advisors, LLC, member FINRA/SIPC.

 

Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.

 

Oakpoint Advisors may only transact business or render investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results, and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to Oakpoint Advisors, LLC ADV Part 3 [Client Relationship Summary or Form CRS] for additional information and risks.

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