Family Office
The Bahnsen Group
The Bahnsen Group is a US wealth management firm founded in 2015 and based in Newport Beach, California.CIO David Bahnsen leads the firm's investment approach. Before launching the firm, Bahnsen was a managing director at Morgan Stanley and a vice president at UBS.
Asset classes & sectors
CommercialIndustrialIndustrial / Residential / CommercialReal AssetsResidential
Decision-makers
Robert Graham
Partner
Kenny Molina
Director of Investment Process (Reporting, Analytics, & Trading)
Kimberlee Davis
Managing Director, Partner
Sean Latimer
Private Wealth Advisor
Joseph Klein
Chief Operating Officer
Geoff Gregory
Managing Director, Partner
David Bahnsen
Chief Investment Officer, Managing Partner
Trevor Cummings
Partner
Eddie Molina
Associate, Investment Process
Theodore McEntee
Research Analyst
Liping Ouyang
Equity Analyst
Don B. Saulic
Partner & Managing Director
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