Todd Battaglia

Mg & a Wealth @Mg&a Wealth

Fort Lauderdale, FL, US
EMAILS
t•••@mgawealth.com
MOBILE NUMBERS
+17•••••••42

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WORK HISTORY

Present

Mg & a Wealth @Mg&a Wealth

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EDUCATION

1982 — 1986

Hobart and William Smith Colleges

Bachelor’s Degree, Economics

1987 — 1989

University of Rochester - Simon Business School

Master of Business Administration (M.B.A.), Finance

1978 — 1982

The Aquinas Institute of Rochester

High School, Honors/Regents High School/Secondary Diploma Program

SKILLS

Investment AdvisoryWealth ManagementRetirement PlanningAsset ManagementInvestmentsFixed IncomeAsset ManagmentAlternative InvestmentsPortfolio ManagementRetirementStrategic Financial PlanningPrivate EquityDue DiligenceWealthInvestment StrategiesSeries 7SecuritiesInvestment ManagementMergers & AcquisitionsFinanceFinancial ServicesInsuranceHigh Net Worth IndividualsSmall BusinessWealth Management ServicesFinancial PlanningAsset AllocationMutual FundsManagementFinancial AdvisoryHedge FundsEquitiesStrategic PlanningFinancial AnalysisCapital MarketsSeries 63Estate PlanningSeries 24Risk ManagementFinancial Markets

ABOUT TODD BATTAGLIA

I lead a world-class, privately owned, wealth management firm based in South Florida.…

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