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(954) 289-9000

Todd Battaglia

President & CEO

Todd moved from his hometown of Rochester, New York, in 1999 to join predecessor firm Meg Green & Associates as President of the Investment Management Division. In 2002, Todd became a partner and today he serves as President & CEO of MG&A Wealth.

Todd continues to oversee all our investment programs and works closely with the investment managers whom we engage for our clients’ portfolios. His expertise in portfolio design and investments enables MG&A to manage and invest portfolios to meet the varied investment objectives of our clients. In addition to working with many of our individual clients, he provides specialized guidance and portfolio management for many businesses, trusts and foundations.

Prior to joining our firm, Todd served as a financial advisor and portfolio manager for nearly 10 years at two investment boutiques in upstate New York.

He earned a Master’s degree in Finance from the University of Rochester and a Bachelor’s degree in Economics from Hobart and William Smith Colleges, where he played varsity football.

Todd lives in Weston with his wife, and together they have four children.

While he enjoys investing as a vocation and is always looking for new investment and real estate opportunities, Todd also fills his leisure time with travel, music, movies, literature, art and sports.