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Michael Tanney
Fiduciary Private Wealth Manager
Michael Tanney is a Senior Managing Director at Magnus Financial Group LLC, a position he has held since 2019.1 He is based in the Greater New York City Area and has extensive experience in the financial services industry.1
Professional Background
Tanney's career in finance spans nearly two decades, with notable positions including:
- Senior Managing Director at Magnus Financial Group LLC (2019-present)1
- Managing Partner at Wanderlust Wealth (2015-2019)1
- Private Wealth Manager at Goldman Sachs (2006-2014)1
At Magnus Financial Group LLC, Tanney provides customized wealth management and financial planning services. His areas of focus include investing, estate planning, insurance planning, cash flow planning, retirement planning, risk management, and maximizing after-tax wealth for clients in various life stages.1
Education and Certifications
Tanney holds multiple degrees and professional certifications:
- Bachelor's Degree from Indiana University Bloomington1
- Master's Degree from Baruch College, City University of New York (CUNY), where he graduated summa cum laude with a 4.0 GPA1
- Various FINRA licenses, including Series 7, 66, and 651
- Certified Personal Financial Counselor (CPFC)1
Achievements and Recognition
Throughout his career, Tanney has received several honors and awards:
- Investopedia Premier Advisor1
- Financial Times Financial Advisor IQ Leadership Council member1
- NASDAQ Advisor Council member1
- Speaker at various financial industry events, including the Private Wealth Management Summit and Global Investors Annual Meeting1
Personal Interests
Outside of his professional life, Tanney is an Eagle Scout and holds a black belt in Tae Kwon Do and Hapkido.1 He is also a top contributor on TripAdvisor, with over 250,000 readers of his reviews.1
Highlights
Thank you, Nasdaq, for the honor of representing #financialadvisors across the country as a Nasdaq Index Advisor Council member. My role includes providing feedback to NASDAQ as they develop products and services for #investors.
#finance #financialadvisor #wealthmanagement #investor #investing #investment #money #wealth #rich Jillian DelSignore #timessquare Sean Wasserman, CFA #nyc
We are one week away from Portfolio Summits #RIA event in Philadelphia. Are you attending? If so, put the 1:50 p.m. panel discussion on your agenda!
Anthony Natale, CFA, dives into Alternatives/Real Assets = Real Returns with Michael Tanney, Marissa Frizzell, and Marc Dummer.
#RIA #Investing #Investments #alts #alternativeinvestments #money #wealth #investmentadvice
