Michael Tanney, AIF®

Enigma
DISC Type : cdi

Senior Managing Director at Magnus Financial Group LLC

New York, New York, United States

Overview

Michael is the Senior Managing Director at Magnus Financial Group, where he serves as a fiduciary private wealth manager for high-net-worth individuals. A graduate of Indiana University and Baruch College, he was recently named a Forbes "Best-In-State Wealth Advisor" for 2024.

Beyond his finance career, Michael was a professional actor and a member of the SAG-AFTRA guild. His work spanned live television, movies, commercials, and voice-over radio, showcasing a diverse background in the performing arts.

Unique Fact: He leverages his past experience as a professional actor in his current financial advisory role.

Personality Overview

Challenger

Fast Follower

Friendly Yet Blunt

They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are generally strong communicators and are not easy to convince. They are likely to ask many questions and look heavily for supporting proof as well as information.

Topics They Care About

Fiduciary Advising
Strongly identifies as an independent fiduciary advisor focused on wealth preservation and providing unbiased advice, rather than selling financial products.
Digital Asset Investing
Has spoken publicly at NASDAQ on the momentum of digital assets and their role in a well-diversified institutional portfolio.
AI-Driven Markets
He follows and comments on the powerful rally in AI-linked stocks and how this trend is reshaping US large-cap exposure.

Media Appearances

Michael has no verified media appearances

Work History

Senior Managing Director at Magnus Financial Group LLC
Managing Partner at Wanderlust Wealth
Private Wealth Manager at Goldman Sachs
Professional Actor at SAG-AFTRA

Education

Master’s Degree from Baruch College
Bachelor's Degree from Indiana University Bloomington

More Information

Social Presence :

Prographics :

Exp : N/A Location : New York, New York, United States Job Level : Senior Designation : Senior Managing Director at Magnus Financial Group LLC
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Leverage 'negging', or the art of asking negative questions like "you must not be convinced yet..."
  • Let them lead the discussion, create opportunities for them to speak if they are not very forthcoming
  • Use phrases like ‘clear evidence’, ‘data-based results’ etc.

DONT's

  • Don’t rely excessively on your relationship with them to win the deal even if you come to form one
  • Avoid long presentations and just 'high-level' value proposition, dive into the details
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Michael

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Michael take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Michael

Personality Compatibility


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