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.