David Bahnsen

David Bahnsen

Formal First Name
1974 - present

David Bahnsen is Founder, Chief Investment Officer, and Managing Partner of The Bahnsen Group, a national private wealth management firm. David oversees the management of over $5.3 billion in client assets, and 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. Prior to launching The Bahnsen Group, he spent eight years as a Managing Director at Morgan Stanley and six years as a Vice President at UBS. Today, David is consistently ranked among the top financial advisors in America by Forbes, the Financial Times, and Barron’s.

Professional Experience




  • Forbes America's Top Wealth Advisors, 2023

  • Forbes Best-in-State Wealth Advisors, 2023

  • Barron's America's Top 1,200 Advisors

  • On Wall Street's Top 40 Advisors Under 40


  • David is a frequent guest on CNBC, Bloomberg, Fox News, and Fox Business, and is a regular contributor to National Review. 

  • He appears weekly on The World and Everything in It discussing the week’s economic and market news.

  • He hosts the popular weekly podcast, Capital Record, dedicated to a defense of free enterprise and capital markets. 

  • He is a regular lecturer for the Acton Institute and the Center for Cultural Leadership and writes a daily investment commentary and a weekly macro commentary.