David Bahnsen
David Bahnsen is the Founder, Managing Partner, and Chief Investment Officer of The Bahnsen Group, a nationally recognized wealth management firm overseeing more than $7.5 billion in client assets. A seasoned Wall Street veteran and respected leader in the wealth management industry, Bahnsen directs all aspects of the firm’s portfolio management, strategic asset allocation, private wealth advising, and advanced estate planning strategies for high-net-worth individuals and families. Prior to founding The Bahnsen Group, he served as a Chairman’s Club Managing Director at Morgan Stanley and as First Vice President at UBS Financial Services, where he advised some of the nation’s most sophisticated investors. Consistently ranked among America’s top financial advisors by Barron’s, Forbes, and the Financial Times, Bahnsen is also a thought leader and prolific author. His bestselling books—including Crisis of Responsibility and The Case for Dividend Growth—reflect his expertise in markets, economics, and the enduring value of dividend-growth investing.
David Bahnsen Professional Experience / Academic History
Professional Experience
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Founder, Managing Partner, and Chief Investment Officer
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Managing Director, Wealth Advisor, and Senior Portfolio Manager
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First Vice President of Investments
CURRENT AFFILIATIONS
Founding Trustee, Pacifica Christian High School of Orange County
Board of Trustees, National Review Institute
Board of Directors, Acton Institute
Board of Directors, Kings College
Board of Directors, Hightower Advisors
RECOGNITIONS
Barron’s Top 100 Financial Advisors, 2025
Forbes America's Top Wealth Advisors, 2023-2025
Forbes Best-in-State Wealth Advisors, 2023-2025
Financial Times Top 300 Advisors in America
On Wall Street's Top 40 Advisors Under 40
MEDIA PRESENCE & PUBLICATIONS
Bahnsen is a frequent guest on CNBC, Bloomberg, Fox News, and Fox Business, and is a regular contributor to National Review and World.
He is a regular lecturer for the Acton Institute and the Center for Cultural Leadership and writes daily investment commentary at www.thedctoday.com and weekly macro commentary at dividendcafe.com.
He hosts the popular weekly podcast, Capital Record, dedicated to a defense of free enterprise and capital markets.