Company

The Team

"Real People With Real Experiences"

Our team comprises over 150 years of experience in the financial services and investment management industry. At Meg Green & Associates, Inc. you get real people with real experience and a strong commitment to exceeding your expectations. Every one of our team members is handpicked, compassionate, highly skilled, and dedicated to our clients’ long-term success. For some of you, this may be the first step of a journey. For others, you are at a crossroad. Wherever you are in life, let our team guide you on your way. We look forward to the opportunity to help shape your financial future.

Meg Green, Founder

Meg founded Meg Green & Associates, Inc in 1984 after looking, in vain, for the type of firm she could believe in. Today, she’s proud to be the Founder of one of the leading wealth management firms in the nation. Meg Green & Associates, a team of 12 dedicated professionals, manages over $750 million dollars for their clients, which consist mostly of wealthy individuals, families and small businesses. With her team, Meg consults with clients to help architect and implement their financial plans and investment portfolios. She espouses the value added aspect of wealth management, taking care of the wealthy, not just their wealth.

Having been talking about money on WIOD radio and NBC for years, she now answers readers’ questions in her Miami Herald column called Money Dilemmas. Her exposure in the media provides the general public with financial advice to help improve their lives, which is a legacy Meg embraces. Her many charitable activities are also commitments she covets.

Meg spends part of her time in Los Angeles, where she has many clients and gets to be with her family. Her leisure time is spent relaxing at her home in Los Cabos, Mexico with husband Richard and often with her children, Robbie Gennet and Liz Christensen, Abby Gennet and her husband Brett Scallions and her three little grandsons, Jagger, Sawyer and Kieren.

Todd Battaglia, President & CEO

Todd left his hometown of Rochester, NY in January of 1999 to join Meg Green & Associates as President of the Investment Management Division. In 2002, Todd became a partner and now serves as President & CEO of the firm.

He holds a Masters Degree in Finance from the University of Rochester and also brings many years of experience as a money manager and advisor in upstate New York.

Todd oversees all the investment programs and works closely with the investment managers that we engage for our clients’ portfolios. His specialization in portfolio design and investments allows Meg Green & Associates to manage and invest portfolios for a wide array of clients. Todd not only works with many of our individual clients; he also provides specialized guidance and portfolio management for many businesses, trusts and foundations.

Todd lives in Davie with his sons, Jack and Garrett.

Sean O'Halloran, AWMA®, Vice President of Wealth Management

Sean joined Meg Green & Associates as our Senior Wealth Manager in May 2005. He brings more than 20 years of wealth management experience from such firms as Prudential Securities and Mellon Bank. Sean holds a Bachelor of Science degree in Finance from Florida State University. Additionally, he is an ACCREDITED WEALTH MANAGEMENT ADVISOR™ designee conferred by the College for Financial Planning®.

At Meg Green & Associates, Sean is responsible for delivering investment advisory and wealth management services to our family office clients, businesses, and foundations. He works closely with these clients on a variety of wealth management issues, including investment management, cash flow management, risk management, and multi-generational family planning. As a Vice President of our wealth management team, Sean is extensively involved in the development, implementation, and reexamination of our customized Meg Green & Associates Investment Management Process.

Sean currently resides in Boca Raton with his wife Jennifer and his two lovely children, Jack and Haylee.

Kevin B. McGann, Vice President, Chief Operations Officer

Another person who got sunshine as a bonus with the career opportunity Meg Green and Associates offered, Kevin relocated from New York in 1999, where he worked for Pershing. In essence, Kevin was “working” for us in his prior position in New York, as he watched all securities as they moved from other accounts to Royal Alliance. He now performs those duties from our office in sunny south Florida. He is responsible for the successful implementation of all financial transactions within MG&A. He also oversees all customer service issues.

Kevin is a registered representative of Sterne Agee Financial Services, Inc. He holds the FINRA Series 24 (General Securities Principal) and FINRA Series 7 registrations.

Kevin has three children, Kevin, Jr., Caitlin and Brittany. He lives in Fort Lauderdale with his wife Sandie.

Mallory Mangrum, Vice President, Chief Compliance Officer

Mallory joined Meg Green & Associates in 1998 and has been pivotal in bringing the latest technology to our data systems here at the firm. Besides keeping our sophisticated computer system running, he ensures your portfolio information is up to date and at our fingertips. As our internal Compliance Officer, he keeps us informed of all new regulatory issues regarding compliance and keeps us abreast of all continuing education requirements.

He holds the FINRA Series 24 (General Securities Principal) and FINRA Series 7 registrations and is separately a registered representative of Sterne Agee Financial Services, Inc.

Mallory and his wife Angie live in Miami Lakes.

Hugo Calenzani, Chief Investment Officer

Hugo joined Meg Green & Associates in 2006 bringing his financial experience from Lehman Brothers Inc. and Bank Atlantic Bancorp.
 
As Chief Investment Officer, Hugo is responsible for overseeing the firm's investment allocation, lead the team’s research initiatives, and the development of new strategies. He maintains a deep understanding of capital markets tied to the firm's portfolios, constantly analyzes portfolio metrics, and meets regularly with institutional portfolio managers. His responsibilities also include delivering timely economic data and broad market insights to the team in order to facilitate the effective delivery of our investment views to clients.

Hugo holds the FINRA Series 7 & FINRA Series 66 registration, is a registered representative of Sterne Agee Financial Services, Inc. and offers investment advisory services through Meg Green & Associates, Inc., a registered investment advisor not affiliated with Sterne Agee Financial Services, Inc. or Sterne Agee Asset Management, Inc., and is currently a CFA candidate. He is a graduate of Florida State University with a Bachelor’s Degree in Economics.

Jeremy Bailey, CPWA®, Senior Wealth Manager

Jeremy moved to Florida from Ohio and joined Meg Green & Associates in 2009. He has over 12 years of experience in financial services in the independent channel. He works with high net worth client families as well as their children and grandchildren to assist with investment and retirement planning. Additionally, he assists the other wealth managers with relationship management, online reporting, and oversees the firm's website and social media updates.

Jeremy is a graduate of Hiram College in Ohio with a Bachelor's degree in Business Management, Finance & Accounting. He holds the FINRA Series 7 and FINRA Series 66 registrations, is a registered representative of Sterne Agee Financial Services, Inc., and offers investment advisory services through Meg Green & Associates, Inc., a registered investment advisor not affiliated with Sterne Agee Financial Services, Inc. or Sterne Agee Asset Management, Inc.

Prior to joining Meg Green & Associates, Jeremy was a financial advisor with a Cincinnati-based independent investment advisory firm and a branch supervisor at a regional commercial bank.

Investment Management Consultants Association® (IMCA®) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®. Use of CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.

Michael Kessel, Wealth Management Associate

Michael joined Meg Green & Associates in 2014, shortly after moving down to Florida from New York City. He has over 10 years of financial services experience working at firms such as Deutsche Bank and Bank of America. He works with high net worth families as well as their children and grandchildren, helping them achieve their investment and retirement goals. Additionally, he is a part of the investment management team, helping with research, development of new investment products, and portfolio construction.

Michael is a graduate of Penn State University and holds a Bachelor's degree with a dual major in Finance and International Business. He is pursuing his CFP and CFA designations and is a CFA Level II Candidate. He holds the FINRA Series 7, FINRA Series 63 & FINRA Series 66 registrations, is a registered representative of Sterne Agee Financial Services, Inc. and offers investment advisory services through Meg Green & Associates, Inc., a registered investment advisor not affiliated with Sterne Agee Financial Services, Inc. or Sterne Agee Asset Management, Inc.

  Prior to joining Meg Green & Associates, Michael was a financial executive and CIO of an investment advisory firm.

 

Lina Sanchez, Wealth Management Associate

Lina is the newest addition to our team. She joined Meg Green & Associates at the begining of 2017 shortly after moving down from Morris County in New Jersey. She is committed to understanding the priorities of families and providing them with personalized attention to address the many wealth management needs clients face at different stages of their lives. She will work side by side with families as well as their children and grandchildren to help deliver a multigenerational approach.

Having graduated with Cum Laude Honors, Lina obtained a Bachelor’s Degree in business administration and economics respectively, with concentrations in International Business and Marketing from Montclair State University. She holds the FINRA Series 7 and FINRA Series 66 registration, is a registered representative of Sterne Agee Financial Services, Inc. and offers investment advisory services through Meg Green & Associates, Inc., a registered investment advisor not affiliated with Sterne Agee Financial Services, Inc. or Sterne Agee Asset Management, Inc., 

Prior to joining Meg Green & Associates, Lina worked as a financial advisor with Merrill Lynch Wealth Management in New Jersey. She brings over three years of experience in wealth management. 

Tere Spiegel, Senior Client Services Associate

Tere joined us in February of 2004 from New York, where she learned the brokerage business by working on Wall Street as a sales assistant. Her upbeat personality has been a great addition to our team.

She fields all client service issues and directs them to the appropriate person. In addition, Tere assists the Director of Operations with outgoing wires, transfers and cash flows. Consistent excellent customer service is her primary objective.

Amy Ortigosa, Client Services Associate

Amy moved to Florida from Michigan in 2005 and joined the Meg Green & Associates team in 2010.

She graduated from Wayne State University in Michigan with a Bachelor's degree in Business Administration majoring in Marketing. Amy has been in the financial services industry for seven years working at The Principal Financial Group in Michigan and Wells Fargo Advisors in Boynton Beach, Florida. Amy currently lives in Hollywood with her husband Jorge and daughter Natalia.

Gigi Wright, Office Manager

Gigi joined Meg Green & Associates in 2005. She keeps the office humming and organized, and divides her time and duties between Meg Green & Associates and Meg's media business.

In addition to administrative duties, Gigi books all appointments and engagements and will most likely be the cheerful voice on the phone when you call the office. She will direct your call or concern to the appropriate person and make sure you are well cared for when you arrive.

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Securities offered through Sterne Agee Financial Services, Inc., Member FINRA and SIPC.

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Company Details

8151 Peters Road
Suite 3200
Plantation, FL 33324

Toll Free 1-800-741-2004

T: 954-289-9000
F: 954-289-9100