David L. Bahnsen is the founder, managing partner, and chief investment officer of The Bahnsen Group, a private wealth management firm managing over $9 billion in client capital. David was a senior portfolio manager and managing director at Morgan Stanley until 2015, at which time he started The Bahnsen Group with eight employees and $600 million in client assets. Today the firm has one hundred employees, twelve offices, and has organically grown assets and revenues at 30 percent per year for over a decade. He is a frequent guest on Fox Business, CNBC, and Bloomberg. He writes weekly at www.dividendcafe.com and is the host of the popular Capital Record podcast. He is consistently named one of the top wealth advisors in the country by Barron’s and Forbes. David and his wife, Joleen, have been married for twenty-five years. They have three children, Mitchell, Sadie, and Graham, and live bi-coastally in New York City and Newport Beach.

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David L. Bahnsen is the founder, managing partner, and chief investment officer of The Bahnsen Group, a private wealth management firm managing over $9 billion in client capital. David was a senior portfolio manager and managing director at Morgan Stanley until 2015, at which time he started The Bahnsen Group with eight employees and $600 million in client assets. Today the firm has one hundred employees, twelve offices, and has organically grown assets and revenues at 30 percent per year for over a decade. He is a frequent guest on Fox Business, CNBC, and Bloomberg. He writes weekly at www.dividendcafe.com and is the host of the popular Capital Record podcast. He is consistently named one of the top wealth advisors in the country by Barron’s and Forbes. David and his wife, Joleen, have been married for twenty-five years. They have three children, Mitchell, Sadie, and Graham, and live bi-coastally in New York City and Newport Beach.

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David L. Bahnsen is the founder, managing partner, and chief investment officer of The Bahnsen Group, a private wealth management firm managing over $9 billion in client capital. David was a senior portfolio manager and managing director at Morgan Stanley until 2015, at which time he started The Bahnsen Group with eight employees and $600 million in client assets. Today the firm has one hundred employees, twelve offices, and has organically grown assets and revenues at 30 percent per year for over a decade. He is a frequent guest on Fox Business, CNBC, and Bloomberg. He writes weekly at www.dividendcafe.com and is the host of the popular Capital Record podcast. He is consistently named one of the top wealth advisors in the country by Barron’s and Forbes. David and his wife, Joleen, have been married for twenty-five years. They have three children, Mitchell, Sadie, and Graham, and live bi-coastally in New York City and Newport Beach.

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