Michael Tanney, AIF® in

Michael Tanney, AIF®

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Senior Managing Director at Magnus Financial Group LLC
📍 New York, New York, United States

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.

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Current Role
Senior Managing Director
Job Level
Senior
Location
New York, New York, United States
Personality Overview

How Michael shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Michael cares 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.
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Career

Work history

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

Media appearances

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Education
Master’s Degree
Baruch College
Bachelor's Degree
Indiana University Bloomington
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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