Michael

Michael

Michael

Tanney

Tanney

Tanney

Senior Managing Director

About

Michael

Michael Tanney joined Magnus Financial Group in 2019. He was previously at Goldman Sachs Private Wealth Management, where he advised corporate executives, private business owners, government officials, multi-generational families, and foundations on $12 billion in assets.

Michael has appeared on live television, been quoted in Forbes, US News, Newsday, CBS News, USA Today, and Yahoo! Finance, and has appeared on multiple podcasts. He is a member of the NASDAQ and Financial Times' Financial Advisor IQ Leadership Councils, is licensed in Life Insurance, and previously maintained securities Series 7, 63, 65, and 66 registrations.

He earned a B.Sc. in Management from Indiana University and M. Sc, in Education, summa cum laude, from Baruch College's Austin W. Marxe School of Public and International Affairs, where he currently serves as the Chairman of the Dean's Advisory Council. Michael also guest lectures at Cornell University and the City University of New York on direct private investments in early- stage companies, advanced estate planning, social entrepreneurship, and financial literacy.

Away from the office, Michael is an Eagle Scout award recipient and a member of the Screen Actors Guild. He enjoys competing in triathlons, experiencing culture through travel, and expanding his culinary palate. In addition, he's actively involved in multiple philanthropic endeavors, with a recent focus on helping solve food insecurity. Michael resides in New York City with his high school sweetheart, Jaclinn, and their two young sons.

About

Magnus Financial Group

Magnus Financial Group is an independent registered investment advisory firm established in 2017 by forward-thinking professionals seeking to create a new wealth management model to take advantage of the dislocation in the financial services world.

The fiduciary standard is at the core of Magnus’ client centric platform. Their multidisciplinary planning approach is powered by leading technologies that deliver robust, insightful, and dynamic financial planning capabilities. Magnus strives to deliver balance sheet alpha that can be amplified through skilled application and the unique integration of asset management, retirement distributions, charitable, tax, and insurance planning.

In their drive to provide personalized service focused on our clients’ best interests, we seek to create long-term financial security by systematically revisiting your customized financial plan to review, reassess, and re-calibrate. Magnus partners with you to create multi-generational wealth and employ advanced technology to deliver transparency, accuracy, and real-time access to your finances.

Location

New York, NY

Expertise

Life insurance, Advanced Tax, Estate Planning, Complex Situations 

Interests

Triathlons, Travel, Food, Philanthropy 

What If I’m Not Ready?

What If I’m Not Ready?

What If I’m Not Ready?

What If I’m Not Ready?

What If I Don’t Like the Match?

What If I Don’t Like the Match?

What If I Don’t Like the Match?

What If I Don’t Like the Match?

I Don’t Think I Have Enough Money to Need an Advisor.

I Don’t Think I Have Enough Money to Need an Advisor.

I Don’t Think I Have Enough Money to Need an Advisor.

I Don’t Think I Have Enough Money to Need an Advisor.

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