Michael Tanney

Experience

Wanderlust Wealth Management

Founder, Managing Partner and Co-Founder 2015 - Present (almost 10 years)

Registered investment advisory firm that provides advisory services to wealthy individuals, their families, endowments, foundations, and businesses. Our firm helps clients... more

Goldman Sachs

Investment Professional 2006 - 2014 (about 8 years)

Provided advisory services for over $8 Billion in assets for sophisticated clients including Fortune 500 executives, partners of prestigious finance and legal firms, entrepreneurs,... more

Screen Actors Guild

Actor 1987 - Present (almost 38 years)

CUNY Center for Student Entrepreneurship

Advisor

Fontaine Owners

Board Member

ADCP Group

Managing Member 2014 - 2016 (about 2 years)

Led a Family Office that provided comprehensive financial oversight to wealthy families and built diversified investment portfolios with an emphasis on direct private equity... more

Founder

Wanderlust Wealth Management

Employee

Goldman Sachs, ADCP Group, Screen Actors Guild

Advisor

CUNY Center for Student Entrepreneurship

Board Member

Fontaine Owners

Projects

Peekhi

Find, take notes on and connect with investors. Simple.

Advisor · Helped chart the path of success for the Peekhi platform.

Peekhi is the simplest way to find, take notes on and connect with… · More

With Joseph Omansky, Eric Yao, Pankul Mittal, Phoebe Lu, Philip H Reicherz, Len Wanger

Education

About

Achievements

Eagle Scout, Baruch College Alumni Association Graduate Award, FINRA Series 7, 65, and 66 licensed, Certified Personal Financial Counselor (CPFC) designation, Volunteer work includes: Guest Lecturer on Personal Financial Literacy at CUNY, Indiana University Distinguished Alumni Council - Founding Emeritus Member, Marxe School of Public Affairs - Board Member, CUNY Strategic Advisor and Panelist - Center for Student Entrepreneurship.

Describe the most impressive thing you've done.

Skills

Tactical Asset Allocation Hedge Funds Private Equity single stock risk management Options Equities Trading Fixed Income Markets Derivatives Structured Products Client Relations Financial Risk Management Investment Stategy Foreign Currency Management Ruby on Rails Wealth Management Asset Allocation Strategic/Tactical Asset Allocation Budgeting Investment Management Alternative Investments Real Estate Investing Real Estate Fixed Income Equity Personal Finance Finance Venture Finance Business Finance Financial Services Financial Management

Locations

New York

Q&A

If money were not an issue, what would you be doing right now?

The same thing I already do; grow other people's money for their own priorities (lifestyle needs, legacy planning, philanthropy endeavors, etc.)

What words of advice would you give your younger self?

Take more risks in life. Trust that you'll bounce back after each failure stronger and more capable.

What's your super power?

Tenacity

What's the best way for people to get in touch with you?

Email - [email protected]
Phone - 646-693-3939

What words of wisdom do you live by?

Treat everyone with respect.

What aspects of your work are you most passionate about?

How I'm able to positively change the course of an individual, their family, and their future generations life experiences forever. I capture and optimize the power of compounding- the results are nothing short of miraculous.

What's an obstacle you've overcome?

Every failure breeds opportunity. I've overcome many failures in my life and as a result, I'm proud of the person I am today.

What's the most useful business-related book you've ever read?

"Real Food, Fake Food" by Larry Olmsted

What was the most impactful class you took in school?

The one I didn't take, that I've worked tirelessly to promote. The pass/fail class that should be mandatory for every level of education from elementary school, middle school, high school, college, and graduate school - personal financial literacy.

What's something you wish you had done years earlier?

Traveled more before I started working full time.

Michael Tanney

Registered Investment Adviser, Goldman Sachs Alumnus, Indiana University Board Member, Fontaine Owners Corp. Board Member, Screen Actors Guild, & Eagle Scout.