Managing Directors and Partners David L. Bahnsen and Brian T. Szytel bring an eight-person team and approximately $750 million in AUM to HighTower from Morgan Stanley. The Bahnsen Group provides comprehensive financial planning and investment management services to high net-worth individuals and families in Orange County and across the country.
“David leads an elite advisory practice on a phenomenal growth trajectory. The caliber of his team reflects the discriminating process we use for selecting advisors to join the HighTower membership,” said Michael Parker, National Director, Enterprise Development. “We take great pride [...]
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