DAVID BAHNSEN
FOUNDER/OWNER/CIO, THE BAHNSEN GROUP
WHY: Built Newport Beach firm to $5.7B AUM. Often on national lists as best top financial adviser. Vocal conservative who can often be seen on CNBC, Fox News and other national outlets. Trustee on National Review Institute, which oversees famous conservative publication. Founding trustee for Pacifica Christian High School of Orange County and serves on the Board of Directors for the Acton Institute. Author of several best-selling books including “Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It” (2018), “The Case for Dividend Growth: Investing in a Post-Crisis World” (2019) and “There’s No Free Lunch: 250 Economic Truths” (2021).
IN THE NEWS: Often advises wealthiest in Orange County, New York City
NOTABLE: Newest book, “Full-Time: Work and the Meaning of Life,” released in February 2024.
QUOTABLE: “OC ultra-high net worth investors are particularly attracted to the hospitality space. I do think private equity has elbowed out a little bit of the venture capital space, where many investors just prefer a slight move up in quality, maturity, and proof of concept. Public equities remain a huge destination for investors, yet we believe a rotation away from the very expensive mega cap growth space, especially in AI and big tech, and into more value-oriented sectors, is in very early innings.”
