The Bahnsen Group
The Bahnsen Group has built a strong reputation for delivering investment strategies and wealth management experiences. Our philosophy is our passionate commitment to the idea that a successful wealth management strategy comes from knowing our clients, and truly understanding their needs. Our vision is to be a quality provider of wealth management services to all those within our sphere of influence. We do not want to merely be great; we want to be extraordinary in the size and scope of our business, but, more importantly, extraordinary in the impact we have on our clients’ financial lives. The Bahnsen Group views Wealth Management as a combination of Investment Management, Advanced Planning, and Relationship Management. Our Financial Concierge Services integrates each of these elements to provide clients a cohesive and holistic experience. These services are provided by a highly specialized network of professionals with whom we’ve spent months and years cultivating relationships. While many of our services are insourced (where we’ve added people and skills within our team), many services we outsource (while still quarterbacking) so our clients have their own “family office” working for them. These services and resources will further enhance the value of your Bahnsen Group experience. Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.
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Verified contacts
85
available on Kipplo
LinkedIn employees
83
51 to 200 range
Open roles
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no listings
Distinct roles
46
indexed titles
Tech stack
5
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
85 contacts with verified email or phone · masked until revealed.
- BF
Beth Fiduccia
Associate Director, Service & Operations · Operations
EmailPhone - ED
Eric Dreyer
Director · General Business & Management
EmailPhone - GH
Glen Hall
Director- Digital Solutions - the Bahnsen Group · Other
EmailPhone - MG
Matthew Gregory
Director, Planning · General Business & Management
EmailPhone - MW
Mina Widmer
Design Director · Advertising & Marketing
EmailPhone - NS
Nick Stanley
Director, Family Office · General Business & Management
EmailPhone - SL
Sarah Leitzke
Director, Risk Management · Finance & Accounting
EmailPhone - BP
Brendan Porter
Private Wealth Advisor · Finance & Accounting
EmailPhone - BB
Brett Bonecutter
Private Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 85 verified contacts
Top roles at The Bahnsen Group
46 distinct titles indexed · top 10 shown.
- 14private wealth advisor
- 8operations associate
- 4associate private wealth advisor
- 4partner
- 3managing director, partner
- 3the bahnsen group
- 2associate
- 2associate director, service & operations
- 2associate, planning
- 2design director
- +36more titles
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