Michael Mahoney is a CFP® with 24 years of industry experience, currently serving at Cypress Asset Management, Inc. He has been with Cypress since 2007 and also operates D. J. Mahoney Co., Inc., a business he has been involved with since 1975. Cypress Asset Management provides discretionary portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, trusts, foundations, not-for-profits, and corporations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing passive, asset-class diversification through low-cost mutual funds and ETFs, supported by third-party research and model portfolios.

Ryan Mahoney is a financial advisor at Cypress Asset Management, Inc. with three years of industry experience. He holds a Series 65 designation and has been with Cypress Asset Management since 2019. Prior to that, he worked at Southern Methodist University for two years. Cypress Asset Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, qualified retirement plans, trusts, foundations, not-for-profits, and corporations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term, diversified portfolios primarily using passively managed funds and ETFs, supported by a layered outsourcing model that includes third-party providers for sub-advisory, operations, and automated digital services.