Denis J. Moynihan, CLTC, CSA

President, Registered Investment Advisory Division

Multigenerational Wealth Management

Denis is deeply committed to the families and individuals he serves, going beyond traditional investment management to coordinate their entire financial lives. Over his three and a half decades as a wealth manager, he has formed long-lasting relationships with his clients – in many cases, extending to three generations of their families.

Denis is a skilled portfolio manager who has steered his firm through eight separate bear markets, but he never loses sight of what the investments are intended to accomplish. He works with his clients to prioritize their goals and help them pursue their vision of a meaningful life. Denis takes a lifecycle approach that incorporates capital accumulation, education funding, retirement income and legacy creation.

In everything he does, Denis is guided by his dedication to hard work, respect and personalized service. He seeks to help create and preserve the values and valuables of families in perpetuity. To that end, Denis has coordinated the creation of wealth transfer trusts and charitable foundations for numerous families.

Denis was recruited to join Halliday Financial in 1985, and has spent his entire career at the firm. In fact, he is the only person at Halliday who has been there since its inception. Denis has held varied investment management and financial planning roles including President and Chief Investment Officer of TSA Portfolio Management, and Partner/Owner of Halliday Financial.

In order to deliver the highest level of service and guidance, Denis intentionally limits the number of families he works with. The fact that all of his clients come to him through introductions from existing clients or from legal and tax professionals is a testament to his caring and genuine approach to wealth management.

Giving back

Denis is passionate about supporting charities including St. Jude’s Hospital for Children, Saint Christopher Ottilie, Saint Francis Hospital and Save the Children. He has created and is funding his own charitable giving vehicle.

Outside the office

Denis and his wife Amanda are the proud parents of Ava, Kieran and Jaime. They reside on the North Shore of Long Island. When he’s not working, Denis enjoys tennis, platform tennis, golfing, snowboarding and surfing.