David L. Bahnsen, CFP®, CIMA® is founder, Managing Director, and Chief Investment Officer of The Bahnsen Group, a private wealth management boutique based in Newport Beach. David has been named as one of Barron’s America’s Top 1,200 Advisors as well as On Wall Street’s Top 40 Advisors Under 40 and Financial Times Top 400 Advisors in America, he 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. 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.
David is a member of the Investment Management Consultants Association (IMCA) and holds numerous financial designations and licenses. He is an active board member of the Lincoln Club of Orange County where he serves on the Executive Committee and chairs the Platinum Circle. He is the Vice President on the Board of Trustees for Pacifica Christian High School of Orange County. Mr. Bahnsen also serves on the Blackstone Faculty of the Alliance Defense Fund and is a Cooperating Board member of the Center for Cultural Leadership where he is the Senior Fellow of Economics and Finance.
David is a disciple of Milton Friedman, a lover of Ronald Reagan, and a “National Review kind of conservative.” His prolific writings strive to reflect an ideology of freedom principles integrated with transcendent truths. His hero is his late father, Dr. Greg Bahnsen, but he is also fond of John Calvin, Abraham Kuyper, F.A. Hayek, Winston Churchill, C.S. Lewis, William Buckley, Margaret Thatcher, George Gilder, and Steve Forbes (ideologically). His investment mentor is Lowell Miller and his business mentor is Nick Murray, while his personal mentor is Larry Kudlow.
David’s hobbies include travel, fine dining, golf, and sports. His true passions include anything involving USC football, the financial markets, politics, and Palm Desert. His ultimate passions are his lovely wife of nearly 14 years, Joleen, their gorgeous and brilliant children, sons Mitchell and Graham, and daughter Sadie, and the life they’ve created together in Newport Beach, California.