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Team

Michael S. Schwartz, CFP®, AEP®

About

Michael S. Schwartz, CFP®, AEP®

Chief Executive Officer & President

Michael Schwartz, CFP®, AEP® is the founder, Chief Executive Officer and a Wealth Management Advisor of Magnus Financial Group LLC (“Magnus”) based in New York, NY. Michael began his career in finance over 20 years ago and during that time his unique skill set has been recognized nationally as a premier wealth management advisor in the financial services industry. Michael helps his clients, including high net worth individuals and closely held businesses, achieve their goals and objectives related to wealth accumulation, protection and distribution by applying a special blend of knowledge, experience and skill.

In 2019, Michael was named to FORBES’ Best-in-State Wealth Advisors list. Magnus was also recognized by Financial Times, having been selected to their FT 300 Registered Investment Advisers list. Since its inception in 2017, Magnus has over 15 employees including six financial advisors. Prior to founding Magnus, Michael was a partner and wealth management advisor with Pioneer Financial at Northwestern Mutual’s Park Avenue Office. While there, he achieved various professional honors and was recognized for his consistent top-level performance. In 2017, Michael was named to the Top 400 Financial Adviser List by Financial Times. In 2016 - 2017, Michael served as one of two exclusive financial planners to the NFL Alumni Association and its members of current athletes, former players, coaches and employees. In 2014, Michael was the youngest advisor in Northwestern Mutual’s 150+ year history to achieve the “Double-Million” Club where he originated over $1M in insurance premium and $1M in investment production in a single year. Michael repeated the “Double-Million” in both 2015 and 2016. He was sought after to speak at company forums sharing his experiences on building and sustaining a comprehensive financial security practice.

Michael is a contributing author for Forbes Finance Council. His industry accomplishments have been displayed online by Bloomberg, Businessweek, Fortune, Money, Reuters, Seeking Alpha, The Wall Street Journal’s – Market Watch, Yahoo Finance and Worth.

Michael earned his Bachelor of Science in Economics along with a minor in English while attending Fairfield University. While there, he was a student-athlete playing Varsity Baseball all four years competing at a Division I Level. His commitment to higher learning has allowed him to not only differentiate himself from his peers but significantly advance his competency, knowledge and skill set. He holds the CERTIFIED FINANCIAL PLANNER™ professional certification, the Accredited Estate Planner® designation, his Life/Health Insurance licenses and previously maintained securities Series 6, 7, 63, 66 registrations.

Michael has a passion for charities focused on children, veterans and athletics. He is a Chapter Board Member of the Positive Coaching Alliance (PCA). PCA develops “better athletes, better people” through resources for youth and high school sports coaches, parents, administrators and student-athletes. He has donated to the following public charities: Alex’s Lemonade Stand Foundation, Autism Speaks, Challenged Athletes Foundation (CAF), Intrepid Fallen Heroes, Michael J. Fox Foundation, National MS Foundation, Pan-Mass Challenge, Save the Children US, The Life Raft Group and the St. Baldrick’s Foundation.

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Paul F. Hoerrner Jr., CFP®

About

Paul F. Hoerrner Jr., CFP®

Managing Director

Paul helps high net worth clients achieve their goals and objectives related to wealth accumulation, protection, and distribution by applying a special blend of knowledge, experience and skill. He began his career in finance approximately 25 years ago and has helped hundreds of clients over the years.

Prior to joining Magnus Financial Group, Paul was a Managing Director and Wealth Management Advisor affiliated with the Northwestern Mutual Wealth Management Company. While there he achieved various professional honors and was recognized for his consistent top-level performance.

Paul earned his Bachelor of Business Administration in Banking and Finance while attending Hofstra University. While there, he was a student athlete playing golf all four years competing at a Division I Level. His commitment to higher learning has allowed him to not only differentiate himself from his peers but significantly advance his competency, knowledge and skill set. He holds the CERTIFIED FINANCIAL PLANNERTM professional certification, his Life/Health Insurance licensing and previously maintained securities Series 7, 63, 66, 55 and 26 registrations. He is currently working toward a professional ACCREDITED ESTATE PLANNERTM (AEP®) and the Chartered Financial Consultant® (ChFC®) designations.

Paul resides in Montclair, NJ and enjoys staying very active. His passions include fitness, travel, golf, and most of all quality time with his two children.

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David Harrison, Esq.

About

David Harrison, Esq.

General Counsel & Chief Compliance Officer

David has been instrumental in addressing and overseeing various management level matters, including those pertaining to legal, compliance, operations, HR, IT, business development and marketing. Prior to joining the company, he began his career as a corporate and securities attorney with both Dewey & LeBoeuf LLP and Huber Lawrence & Abell. He then became a chief compliance officer and served as an executive with certain publicly-traded companies, including Fifth Street Asset Management, Fifth Street Finance Corp. and Fifth Street Senior Floating Rate Corp.

David grew up in upstate New York's Capital District. He graduated from Brandeis University with a Bachelors of Arts (summa cum laude, Phi Beta Kappa). While there, he balanced his time between academics and athletics, serving as captain of the varsity golf team and secretary of Phi Kappa Psi fraternity. He then attended Boston University School of Law where he earned his Juris Doctor degree. David resides in Westchester with his wife and sons.

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Jason Sangekar, CFA®

About

Jason Sangekar, CFA®

Director of Investment Research & Advisory

Jason began his career in finance in 2006. Previously, Jason was the Chief Operating Officer of the US Broker Dealer of a multinational financial corporation. He was instrumental in building the company’s fixed income platform, treasury, and securities finance capabilities. He currently holds the Chartered Financial Analyst® designation.

Jason is a graduate of the University of Delaware with a Bachelor of Science in Business Administration with a concentration in Finance. He resides in Springfield, NJ with his daughter Ava and his wife Caroline.

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Thomas Barber

About

Thomas Barber

Chief Marketing Officer

Thomas began his career in finance in 2000. He holds his Life, Accident and Health Insurance license. Thomas worked for Michael at Pioneer Financial prior to joining Magnus. He was and has been instrumental in developing the company’s marketing plans. Prior to coming back to New York, he lived in South Florida for eight years where he founded a consultancy that assisted closely-held business owners with financing their operations and real estate.

Thomas grew up on Eastern Long Island. He graduated from Cornell University having earned a Bachelor of Science in Design & Environmental Analysis. While there he balanced his time between academics and athletics, playing linebacker on the varsity football team and a member of the Sphinx Head Society. Thomas resides in Westchester County, New York with his partner Jennifer and their daughter Lola and son Ace.

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Michael Tanney

About

Michael Tanney

Director

Michael joined Magnus Financial Group in April 2019. Before joining Magnus, Michael was the managing partner of Wanderlust Wealth, a boutique wealth management firm that provided comprehensive financial oversight and direct private equity investments in early-stage companies to wealthy individuals. His previous investment experience includes Goldman Sachs Private Wealth Management where he advised various Fortune 500 executives, government officials, athletes, entrepreneurs, partners of financial and legal firms, multi-generational families and non-profit foundations on assets greater than $10 billion. He holds the Series 65 advisory and Life Insurance registrations and while with Goldman Sachs, Michael previously maintained securities Series 7, 63 and 66 registrations.

With a transparent communication style, he has been quoted in Forbes, US News, Newsday, CBS News, USA Today, Yahoo! Finance, as well as on YouTube and podcasts.

Michael earned a Bachelor of Science in Management from Indiana University and is an emeritus member of the Indiana University Distinguished Alumni Council. He received his Master of Science in Education, summa cum laude, from Baruch College’s Austin W. Marxe School of Public and International Affairs, where he currently sits on the Dean's Advisory Council and has previously guest lectured on financial literacy and entrepreneurship.

Michael is an Eagle Scout award recipient and enjoys competing in triathlons, experiencing culture through travel and expanding his culinary palate.

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Contact

  • Phone:
    800-339-1367
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Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
Copyright © 2020 Magnus Financial Group | Powered by AdvisorFlex

90 Park Avenue, Suite 1800, New York, NY 10016 | Phone: 800-339-1367 | Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Active clients will receive account statements directly from their qualified custodian at least quarterly. Statements should detail all transactions during the period. If you have any questions or are not receiving account statements at least quarterly, please contact us. If at any time you experience any changes in your investment objectives or risk tolerance, please contact us to determine if changes to your investment elections are necessary.

This website is provided by Magnus Financial Group LLC (“Magnus” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may be impacted by events and economic conditions that will not prevail in the future. No portion of this commentary is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained herein this is derived from sources that Magnus believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.

Magnus is an SEC registered investment adviser that maintains a principal place of business in New York. The Firm may only transact in those states which our notice is filed or qualifies for a corresponding exemption from such requirements. View Magnus Privacy Notice for more details. For information about Magnus’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov

Michael S. Schwartz is primarily licensed in New York and may be licensed in other states. AR License # 444300, CA License # 0H02771

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements

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