David L. Bahnsen is the founder, Managing Partner, and Chief Investment Officer of The Bahnsen Group, a bi-coastal private wealth management group with offices in Newport Beach, CA and New York City, managing over $1.5 billion in client assets. In 2018, David has been named as one of Barron’s Top 100 Independent Advisors, Forbes Top Wealth Advisors, Financial Times Top 300 Registered Investment Advisors, Forbes Best-In-State Advisors, Barron’s Top 1,200 Advisors, and Investopedia Top 100 Influential 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, The Bahnsen Group partnered with the fiduciary focused, HighTower Advisors. David 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 the Lincoln Club of Orange County, and is a founding Trustee for Pacifica Christian High School of Orange County.  He is the author of the forthcoming book, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (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 16+ 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.

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 Level 3 CFA Candidate.

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.

Robert is a graduate of Indiana University's Kelley School of Business with a B.S. in Finance. Originally from Chicago, Robert loves living in Southern California with his wife and two sons.

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.

Brendan has more than 15 years of experience in the financial services industry, having joined The Bahnsen Group after already worked closely with us as an Executive Director at HighTower Advisors. His work there focused on managing corporate and field responsibilities including compliance oversight, business economics, technology adoption, platform utilization, facilities, human resources, and all things oriented towards Operational Excellence. Prior to his work at Hightower, Brendan worked with custodial giant, Charles Schwab Advisor Services, offering practice management and consulting services to Registered Investment Advisors.

In his role as the Bahnsen Group's first-ever Chief Operating Officer, Brendan manages the day-to-day business operations, serves as the direct report for all department directors, and provides significant relief for the team's Managing Partner, David Bahnsen.

Brendan earned his Bachelor of Science Degree with a minor in History from Roger Williams University. Brendan loves all things outdoors, from surfing and beach volleyball, to fly fishing mountain rivers, to helicopter skiing. Brendan enjoys quality time with his wife, Janine, and their three active and energetic sons, William, James, and Jack.

Camille works in on our Operations team, assisting Jacqueline 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.

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.

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.