David L. Bahnsen

David L. Bahnsen

David L. Bahnsen, CFP®, CIMA® is the founder, Managing Partner, and Chief Investment Officer of The Bahnsen Group, a bi-coastal private wealth management boutique based in Newport Beach, CA and New York City. managing over $1.2 billion in client assets. David has been named as one of Barron’s America’s Top 1200 Advisors, as well as Forbes Top 250 Advisors and Financial Times Top 300 Advisors in America. He brought The Bahnsen Group independent through the elite boutique fiduciary, HighTower Advisors, in April 2015 after eight years as a Chairman’s Club Managing Director at Morgan Stanley and seven years as a First Vice President at UBS Financial Services. He is a frequent guest on CNBC, Fox Business, and Bloomberg and is a regular contribut

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