Venue
TBA
TBA, TBA

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Event Date Thu Aug 15 EDT (over 5 years ago)
Location TBA
TBA
Details

A bi-coastal private wealth management group managing over $1.5 billion in client assets. In 2018, he was 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 air guest and the author of two books, “Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It” and “A Case for Dividend Growth.”

Speakers

2019 Speakers

David Bahsen
Founder, managing partner and Chief Investment Officer of The Bahnsen Group