David Bahnsen
David Bahnsen is Founder, Chief Investment Officer, and Managing Partner of The Bahnsen Group, a national private wealth management firm. David oversees the management of over $5.3 billion in client assets, and directs all portfolio and strategic asset allocation decisions, personal wealth advising, and advanced estate planning strategies for The Bahnsen Group’s high net worth individuals and families. Prior to launching The Bahnsen Group, he spent eight years as a Managing Director at Morgan Stanley and six years as a Vice President at UBS. Today, David is consistently ranked among the top financial advisors in America by Forbes, the Financial Times, and Barron’s.
David Bahnsen Professional Experience / Academic History
Professional Experience
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Founder, Chief Investment Officer, Managing Partner
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Managing Director, Wealth Advisory, and Senior Portfolio Manager
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First Vice President, Investments
CURRENT APPOINTMENTS
Chief Investment Officer and Managing Partner, The Bahnsen Group
Founding Trustee, Pacifica Christian High School of Orange County
Board of Trustee, National Review Institute in New York City
Faculty Member, Blackstone Fellowship of the Alliance Defending Freedom
The Bahnsen Group has built a strong reputation for delivering investment strategies and wealth management experiences.
The firm is a boutique investment services and financial planning practice devoted to risk management and cash flow generative investment solutions.
Their investment strategy is rooted in the combination of investment management, advanced planning, and relationship management.
RECOGNITIONS
Forbes America's Top Wealth Advisors, 2023
Forbes Best-in-State Wealth Advisors, 2023
Barron's America's Top 1,200 Advisors
On Wall Street's Top 40 Advisors Under 40
MEDIA & PUBLICATIONS
David is a frequent guest on CNBC, Bloomberg, Fox News, and Fox Business, and is a regular contributor to National Review.
He appears weekly on The World and Everything in It discussing the week’s economic and market news.
He hosts the popular weekly podcast, Capital Record, dedicated to a defense of free enterprise and capital markets.
He is a regular lecturer for the Acton Institute and the Center for Cultural Leadership and writes a daily investment commentary and a weekly macro commentary.