David L. Bahnsen is the founder, Managing Partner, and Chief Investment Officer of The Bahnsen Group, a bi-coastal private wealth management team with offices in Newport Beach, CA and New York City, managing over $1.5 billion in client assets.

From 2016 to current, David is consistently named as one of the top financial advisors in America by Barron’s, Forbes, and the Financial Times. 

He brought The Bahnsen Group to 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, Bloomberg, and Fox Business and is a regular contributor to National Review and Forbes. 

David serves on the Board of Directors for the National Review Institute and is a founding Trustee for Pacifica Christian High School of Orange County.  He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It and The Case for Dividend Growth: Investing in a Post-Crisis World, both from Post Hill Press.

David's true passions include anything related to USC football, the financial markets, politics, and his house in the desert. His ultimate passions are his lovely wife of 17+ years, Joleen, their gorgeous and brilliant children, sons Mitchell and Graham, and daughter Sadie, and the life they’ve created together on both coasts. 

Robert is a Partner who provides concierge-level services to select clients of The Bahnsen Group. He also leads and manages our Retirement Plans practice. In this capacity, Robert works with plan sponsors to optimize plan designs and participant outcomes. His focus on and provision of hands-on training, plan options, and program facilitation finds him regularly speaking to large groups of employees who are seeking to better utilize their 401(k) plan and other retirement vehicles that are available to them.

Robert joined The Bahnsen Group in 2013 after working as a Financial Advisor at UBS Financial Services, Inc.

Robert is a Chartered Retirement Plans Specialist (CRPS™) and a CFA Charterholder.

He serves on the Investment Advisory Committee for the City of Irvine, California and on the Orange County Sheriff's Advisory Council. Robert also serves as a Professional Services Responder (PSR) for the Orange County Sheriff’s Department where he provides administrative and leadership support for their public mission.

As a Bahnsen Group Partner and Managing Director of the team’s Private Wealth Advisor Group, Brian manages lead relationship management, investment strategy, financial and retirement planning, and advanced estate planning strategies for our clients.  Brian has a diverse professional background with over 15 years of financial advisory experience including UBS, Smith Barney and most recently at Morgan Stanley where he was promoted to First Vice President. 

Brian holds the Certified Financial Planner ™, and Accredited Investment Fiduciary™ designations, along with the Series 7 and 66 securities and the California Life and Health Insurance License.  Brian received his Bachelor’s degree in Business and Economics from The University of California at Santa Barbara.  Brian lives locally with his wife Sara and daughters Sophie and Anna and adores his active lifestyle with them outside of the office.

Geoff Gregory serves as a Senior Wealth Advisor and the Director of Investment Banking for The Bahnsen Group, bringing more than forty years of experience in the financial services industry.  Geoff works with business owners, corporate executives, and entrepreneurs in all aspects of financial need from corporate liquidity events to private wealth management, planning, and investment services. 

Geoff joined The Bahnsen Group in September of 2019.  Prior to the transaction, Geoff served as the Managing Partner of the G3 Advisory Group of HighTower Advisors.  Before joining HighTower, Geoff served as a First Vice President at Merrill Lynch, and spent the previous fifteen years in commercial banking, most of which was managing state-wide divisions supporting middle-market and privately-held companies. He was also the co-founder of a boutique investment bank in New York City.

Geoff brings to The Bahnsen Group vast experience and leadership in investment banking, having been instrumental in envisioning and implementing the HighTower Strategic Advisory Network, which provides clients with access to an exclusive network of sophisticated investment banking resources.

Geoff earned a Bachelor of Arts degree from the College of William and Mary, as well as a graduate degree from the University of Delaware’s Stonier Graduate School of Banking. He has completed professional education courses focused on leadership and strategic planning at both Harvard and Columbia University. He holds the Chartered Retirement Plan Counselor® (CRPC®) and Certified Financial Manager® (CFM®) designations.

Geoff enjoys kayaking, fishing, biking, what some would generously call golfing and singing in his church choir. He is active in his community, having served on the boards of Madison Cares and Mercy Center. He lives in Madison, CT with his wife, Donna, and has two adult children and best friends, Joshua and Matthew.

Kenny works in the Solutions and Analytics department, focused on equity and bond trading, portfolio analytics, and client performance reporting. Kenny blends a methodical analytic approach with creative and lateral concepts to provide the team with results-driven insight, allowing us to better help our clients achieve their objectives.

Before joining The Bahnsen Group, Kenny was a wealth management analyst with Valensi Rose, PLC, a boutique law practice situated in Century City. He assisted in improving and standardizing financial schedules, overseeing data entry, and provided departmental analytics.

Kenny completed his Bachelor’s degree in Economics from the University of California, Los Angeles, currently holds the Series 65 license and is a Chartered Alternative Investment Analyst.

Camille works within our Service and Operations Department assisting in the daily needs of our clients.

Camille is a graduate of The Pennsylvania State University, with a BA in Advertising in the College of Journalism.  She started her career in New York City and has over 30 years of experience in brokerage, mutual fund sales and asset management with Dean Witter Reynolds, Oppenheimer & Co, and Fred Alger Management in New York; followed by Shearson Lehman Hutton, Palley-Needelman Asset Management and Metropolitan West Capital Management in Newport Beach.

She is a Board Member of the Orange County Chapter of the Penn State Alumni Association.  Besides cheering on the Nittany Lions, she enjoys going to concerts, Anaheim Ducks hockey and using her Disneyland annual pass.

Beth joined the Service and Operations Department of The Bahnsen Group in the spring of 2019, bringing valuable experience and skill to the team.

Beth began her career in 1991 at Shearson Lehman.  Over the last 25 years she has seen time at Smith Barney and UBS in various senior administrative roles.  Her experience covers both the RIA world and large firms, and she has tremendous ability to solve problems and serve clients.

Beth is a Huntington Beach native, enjoys riding bikes to the beach with her daughter, and loves teaching Pilates.

In his consulting capacity, Glen provides analysis and guidance regarding the customer experiences that we create and deliver on our various digital platforms.  Glen supports the Strategy and Communications department with deep digital and creative marketing experience he gained over the last 20 years, as a Partner of the Brainyard advertising agency where he produced well over 100 websites.  Glen has both front and backend coding skills that brings The Bahnsen Group senior level deployment of digital initiatives.  Glen provides deep analysis through the use of enterprise level tools to help create a functional yet simple online experience

His early professional experience was spent in financial accounting and the design of control and reporting systems for a variety of financial institutions, the Resolution Trust Corporation, and for a host of digital startups.

Glen received his Bachelor’s in Economics and Master’s in Business Administration from the University of California, Irvine. 

Kelsey serves as the Executive Assistant to our Managing Partner, and is based in our New York City office. She is the direct conduit to Mr. Bahnsen, and deeply involved in client service, meeting facilitation, and all high level administrative needs.

Kelsey is a graduate of The King’s College in Lower Manhattan with a B.A. in Media, Culture and the Arts as well as a former professional ballet dancer. She served as the Executive Assistant at Central Presbyterian Church on Park Avenue before joining The Bahnsen Group. Kelsey enjoys dancing part-time with a NYC-based ballet company, frequent visits to art museums and exploring New York City.