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 $1.5 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 contributor to National Review and Forbes.
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. He is consistently named one of the top financial advisors in America by Barron’s, Forbes, and the Financial Times (2016-2021).
He is a frequent guest on CNBC, Bloomberg, Fox News, and Fox Business, and is a regular contributor to National Review. 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 daily investment commentary at thedctoday.com and weekly macro commentary at dividendcafe.com.
David is a founding Trustee for Pacifica Christian High School of Orange County and serves on the Board of Directors for the National Review Institute in New York City.
He is the author of several best-selling books including Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (2018), and The Case for Dividend Growth: Investing in a Post-Crisis World (2019). His newest book, There’s No Free Lunch: 250 Economic Truths, was released in November 2021.
David’s true passions include anything related to USC football, the financial markets, politics, and Chinese food. His ultimate passions are his wife of 20+ years, Joleen, their children, Mitchell, Sadie, and Graham, and the life they’ve created together on both coasts.
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