Joseph Klein

Executive Leadership | Financial Planning Background

Role: President, Partner at The Bahnsen Group
Location: Newport Beach, CA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Joseph Klein

I have a multi-discipline background geared towards providing wealth management services…

Experience

President, Partner
The Bahnsen Group
Jun 2025 — Present · Newport Beach, CA, US

Education

NYU Stern School of Business
Bachelor of Science (B.S.)
Boston University
Certificate in Financial Planning
2020 — 2020

Skills

Equities
Underwriting
Investments
Portfolio Management
Client Services
Investment Banking
Presentation Skills
Bloomberg
Due Diligence
Hedge Funds
Business Strategy
Financial Analysis
Microsoft Excel
Powerpoint
Valuation
Funding
Credit Risk
Financial Risk
Financial Statement Analysis
Financial Modeling
Banking
Capital Markets

Contact information

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Work email
j••••••@thebahnsengroup.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••88

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Current company

The Bahnsen Group

Financial Services · 98 employees · Founded 2014 · Newport Beach, California, United States

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. For additional information and disclosures, please visit: https://thebahnsengroup.com/ Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.

thebahnsengroup.com

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About Joseph Klein

Experience

President, Partner

Education

NYU Stern School of Business

Boston University

Skills

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