Growing firm’s fourth office location to launch in Q1 2022
NASHVILLE, Tenn., November 03, 2021--(BUSINESS WIRE)--The Bahnsen Group, a wealth management firm with $3.2 billion in assets under management, is expanding its presence with a new office location in Nashville, Tennessee.
The firm’s Nashville office, located at the SunTrust Plaza (401 Commerce Street), is set to open during the first quarter of 2022.
"Nashville is one of the most dynamic, growing cities in America," said David Bahnsen, managing partner and chief investment officer, The Bahnsen Group. "We have significant client interest in our content, platform, and core beliefs there and throughout the whole southern region of the country, and we could not be more excited for this expansion."
The firm also announced the hiring of Brian Miller, formerly a Regional Consultant at Alliance Bernstein, as its first advisor for the Nashville office. He will train in Newport Beach for the next several months as the Nashville office space is prepared for its Q1 launch. The firm is beginning a search for an Office Manager, an Operations Associate and will consider additional advisory talent.
The primary intent of the new location is to house additional advisory and administrative personnel. None of the firm’s staff in its existing office locations will relocate to Nashville.
The firm already maintains offices in Newport Beach, California, New York City and its Minneapolis office opened in July 2021.
"We added our Minneapolis office this summer because of the synergies and alignment we found with a particular team [Story Capital] that we have since integrated into The Bahnsen Group," Bahnsen said. "This Nashville office is going to be built from the ground up, purely out of our desire to put a flag in the Nashville Market."
Nashville is The Bahnsen Group’s fourth office location.
"For five years, I have worked bi-coastally between Newport Beach and New York City, and that will not be changing whatsoever for me personally. We will continue growing all of our offices as needs arise and resources require," said Bahnsen. "Our plan is to see our Nashville presence grow substantially in the years to come, and we want to bring our geographical presence to what has become one of the most desirable places to live and work in America. Several of our existing Nashville-based clients are not just native Tennesseans, but also those who have relocated to Nashville that we have worked with for many years in California."
All of the firm’s offices are fully open, with all employees required in-office for over a year now.
The Bahnsen Group has also added key personnel in its existing offices. In September, the firm added Joseph Klein, based in Newport Beach, to direct its Services and Planning Department and play a key role in its family office launch.
Liping Ouyang also recently joined the firm’s Newport Beach office as an Equity Analyst in the Solutions and Analytics Department. Evan Bozymski recently began as a Private Wealth Advisor in the New York City office.
About The Bahnsen Group
The Bahnsen Group is a national wealth management firm with $3.2 billion in assets under management. With offices in Newport Beach, California, New York City, Minneapolis and Nashville, The Bahnsen Group has built a strong reputation for delivering investment strategies and wealth management experiences.
The Bahnsen Group was founded in April 2015 by David L. Bahnsen, who previously spent eight years as a Chairman’s Club Managing Director at Morgan Stanley and seven years as a First Vice President at UBS Financial Services. Mr. Bahnsen was ranked #1 in Southern California (Private Wealth) on the annual Forbes/SHOOK Best-In-State Wealth Advisors list of 2021.
Mr. Bahnsen serves on the Board of Directors for the National Review Institute and is a founding Trustee for Pacifica Christian High School of Orange County. He is the author 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 Elizabeth Warren: How Her Presidency Would Destroy the Middle Class and the American Dream (2020). His next book, There's No Free Lunch: 250 Economic Truths, will be published in November 2021.
With 37 team members, The Bahnsen Group serves multiple market segments and has a special focus on dividend growth equity investing. They seek to create abundant intellectual capital for their clients and take particular pride in their significant focus on thought leadership and content creation.
Securities offered through HighTower Securities, LLC member FINRA/SIPC. HighTower Advisors, LLC is a SEC registered investment advisor.
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