David L. Bahnsen Email and Phone Number
David L. Bahnsen work email
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David L. Bahnsen personal email
David L. Bahnsen phone numbers
The Bahnsen Group is a national wealth management firm managing over $5.5 billion in client capital. With offices in Newport Beach, New York City, Nashville, Austin, Palm Beach, Phoenix, Bend, and Minneapolis, our team is made up exclusively of client-centric fiduciary professionals across every department. Our vision is to be the highest quality provider of wealth management services to all those within our sphere of influence. We do not want to merely be great; we want to be extraordinary in the size and scope of our business, but, more importantly, extraordinary in the impact we have on our clients’ financial lives.The Bahnsen Group views Wealth Management as the combination of Investment Management, Advanced Planning, and Relationship Management.These services are provided by a highly specialized network of professionals with whom we’ve spent months and years cultivating relationships. While many of our services are insourced (where we’ve added people and skills within our team), many services we outsource (while still quarterbacking) so our clients have their own “family office” working for them. These services and resources will further enhance the value of your Bahnsen Group experience.Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.
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Chief Investment Officer, Managing PartnerThe Bahnsen GroupNewport Beach, Ca, Us
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Chief Investment Officer, Managing PartnerThe Bahnsen Group Apr 2015 - PresentNewport Beach, California, UsI serve as the Chief Investment Officer at The Bahnsen Group where I am a Partner and proud advocate for my clients. We provide wealth management services for high net worth investors and families. We are a boutique investment services and financial planning practice devoted to risk management, cash flow-generative investment solutions, and most of all, the clients who have entrusted their well being to our financial practice. -
Managing Director, Wealth Advisor, Senior Portfolio ManagerMorgan Stanley May 2007 - Apr 2015New York, Ny, Us -
First Vice President - InvestmentsUbs Financial Services Aug 2001 - May 2007Zurich, Ch -
PresidentDlb Management, Inc. 1994 - 2001Business management firm providing representation in the music industry
David L. Bahnsen Education Details
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Newport Christian High School
Frequently Asked Questions about David L. Bahnsen
What company does David L. Bahnsen work for?
David L. Bahnsen works for The Bahnsen Group
What is David L. Bahnsen's role at the current company?
David L. Bahnsen's current role is Chief Investment Officer, Managing Partner.
What is David L. Bahnsen's email address?
David L. Bahnsen's email address is db****@****ors.com
What is David L. Bahnsen's direct phone number?
David L. Bahnsen's direct phone number is +197385*****
What schools did David L. Bahnsen attend?
David L. Bahnsen attended Newport Christian High School.
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