The Bahnsen Group Promotes Joseph Klein to President and Luis Garcia to CFO
Position
Chief Financial Officer
Company
The Bahnsen Group
Newport BeachFinancial ServicesFinanceLendingDescription
The Bahnsen Group has announced the promotion of Joseph Klein to president and Luis Garcia to chief financial officer. These appointments are part of the firm's strategy to support its growth and enhance its management team.
Quick answer
The Bahnsen Group Promotes Joseph Klein to President and Luis Garcia to CFO (June 10, 2025). The Bahnsen Group is based in Newport Beach, California, United States.
- Who is the new Chief Financial Officer at The Bahnsen Group?
- The Bahnsen Group named Luis Garcia Chief Financial Officer, announced June 10, 2025.
- What did The Bahnsen Group announce on June 10, 2025?
- The Bahnsen Group has announced the promotion of Joseph Klein to president and Luis Garcia to chief financial officer. These appointments are part of the firm's strategy to support its growth and enhance its management team.
- What does The Bahnsen Group do?
- The Bahnsen Group is a leading Registered Investment Advisor (RIA) affiliated with Hightower.
- Where is The Bahnsen Group based?
- The Bahnsen Group is based in Newport Beach, California, United States.
- Which similar companies made leadership changes around the same time?
- Catalyst Property Finance (June 10, 2025), Geojit Financial Services (June 10, 2025), ASK Investment Managers (June 10, 2025) and House of Doge (June 11, 2025) also announced leadership changes within 45 days of The Bahnsen Group.
Source: Fundz verified event record.
Other recent leadership changes in Financial Services and Finance
Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.
- Catalyst Property Finance Appoints Becky Harris as Chief Financial Officer and Chief Operating Officer (June 10, 2025)
- Geojit Financial Services Appoints Jayakrishnan Sasidharan as Chief Information Officer (June 10, 2025)
- ASK Asset & Wealth Management Group Appoints Amit Singh as Chief Human Resources Officer (June 10, 2025)
- House of Doge Appoints Marco Margiotta as Chief Executive Officer and Ryan Deslippe as Chief Payments Officer (June 11, 2025)
- Moelis & Company Appoints Navid Mahmoodzadegan as Chief Executive Officer (June 9, 2025)
- Jio BlackRock AMC Appoints Sid Swaminathan as Chief Executive Officer and Gaurav Nagori as Chief Operating Officer (June 9, 2025)
Who to call at The Bahnsen Group, and when
A new leader at The Bahnsen Group brings new priorities and often new vendors. The first weeks are when they listen.
- An alert the day The Bahnsen Group raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at The Bahnsen Group, from your own LinkedIn network
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