David L. Bahnsen, CFP®, CIMA® is founder, team leader and principal for his private client group at the premier Wall Street firm of Morgan Stanley. Recently named as one of Barron’s America’s Top 1,200 Advisors as well as On Wall Street’s Top 40 Advisors Under 40, 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. Mr. Bahnsen has been named a member of Morgan Stanley’s exclusive Chairman’s Club for 2010, 2011, 2012 and 2013 and consistently ranks nationally as one of the firm’s top advisors. Prior to Morgan Stanley, he was a First Vice President at UBS from 2001 to 2007.
Mr. Bahnsen 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 Program Committee. 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.
Mr. Bahnsen 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, Steve Forbes, and Larry Kudlow.
Mr. Bahnsen’s hobbies include travel, fine dining, golf, and sports. His true passions include anything involving USC football, the financial markets, politics, and Palm Desert. Mr. Bahnsen’s ultimate passions are his lovely wife of nearly 13 years, Joleen, their gorgeous and brilliant children, sons Mitchell and Graham, and daughter Sadie, and the life they’ve created in Newport Beach, California.