"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.
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, Director of Wealth ManagementSean joined Meg Green & Associates 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 Director of Wealth Management, Sean is extensively involved in the development, implementation, and reexamination of our customized Meg Green & Associates wealth management process and client interaction.Sean resides in West Boca Raton with his wife Jennifer and his two lovely children, Jack and Haylee.
Kevin B. McGann, Vice President, Chief Operations OfficerKevin began his career in 1983 steps from Wall Street working for National Financial and Pershing, two of the nation’s leading clearing firms. He relocated to South Florida in 1999 to aid Meg Green & Associates in creating a responsive and efficient operations unit. Kevin is responsible for the successful implementation of all financial transactions within MG&A. He also oversees all customer service issues and has assumed responsibility for our forward thinking technology initiatives such as document imaging and our CRM. He also plays a lead role in our broker dealer evaluations and operation of our custom Wealth Management Process.Kevin is a registered representative of SA Stone Wealth Management. He holds the FINRA Series 24 (General Securities Principal) and FINRA Series 6, 7, and 63 registrations as well.Kevin has three children, and two step children. He became an ordained minister to perform the wedding of his step daughter in 2016. 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 SA Stone Wealth Management.
Mallory and his wife Angie live in Miami Lakes.
Hugo Calenzani, Vice President, 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 SA Stone Wealth Management and offers investment advisory services through Meg Green & Associates, Inc., a registered investment advisor not affiliated SA Stone Wealth Management, or INTL FC Stone, and is currently a CFA® candidate. He is a graduate of Florida State University with a Bachelor’s Degree in Economics.
Michael Kessel, CFP®, Wealth Advisor
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 SA Stone Wealth Management and offers investment advisory services through Meg Green & Associates, Inc., a registered investment advisor not affiliated SA Stone Wealth Management, or INTL FC Stone.
Prior to joining Meg Green & Associates, Michael was a financial executive and CIO of an investment advisory firm.
Lina Sanchez, CDFA®, Wealth Advisor
Lina joined Meg Green & Associates in 2017 shortly after moving down to Florida from New Jersey. Prior to joining Meg Green & Associates, she worked as a financial advisor with Merrill Lynch Wealth Management in New Jersey. Lina 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. Having attained her CDFA® designation in addition to completing additional training in the divorce arena, Lina focuses in the Divorce Planning as well as Collaborative Divorce Planning for individuals and couples.
Lina graduated with Cum Laude Honors, obtaining a Bachelor’s Degree in business administration and economics respectively, with concentrations in International Business and Marketing from Montclair State University. Lina’s passion and commitment as a wealth advisor has motivated to pursue her CFP® designation which she is on track to achieving in the upcoming year. She holds the FINRA Series 7 and FINRA Series 66 registration, is a registered representative of SA Stone Wealth Management and offers investment advisory services through Meg Green & Associates, Inc., a registered investment advisor not affiliated SA Stone Wealth Management, or INTL FC Stone.
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.