Mg&a Wealth
MG & A Wealth, founded in 1984, is one of the leading wealth management firms in the nation. We provide comprehensive money management and financial navigation to a select group of affluent individuals and their families, professionals, small businesses, and to the sports and entertainment industry. We currently manage or supervise over $1 billion in assets. Our comprehensive approach includes extensive investment analysis, custom portfolio management, estate, tax, and retirement planning, insurance evaluations and lifestyle planning. More information is available at Securities offered through SA Stone Wealth Management Inc. Member FINRA & SIPC Investment advisory services offered through Meg Green & Associates Inc, a registered investment advisor not affiliated with SA Stone Wealth Management Inc.
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Verified contacts
14
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
63
organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- AO
Amy Ortigosa
Client Services Associate · Customer/Client Service
EmailPhone - AB
Andres Bermudez
Client Service Associate · Customer/Client Service
EmailPhone - HC
Hugo Calenzani
Mg & a Wealth · Other
EmailPhone - KH
Karina Hinkelmann
Mg & a Wealth · Other
EmailPhone - KB
Kevin B. McGann
Vice President, Chief Operations Officer · General Business & Management
EmailPhone - MM
Mallory Mangrum
Chief Compliance Officer · Legal
EmailPhone - SL
Scott Lam
Mg & a Wealth · Other
EmailPhone - SO
Sean Ohalloran
Mg & a Wealth · Other
EmailPhone - TB
Todd Battaglia
Mg & a Wealth · Other
EmailPhone
Showing 9 of 14 verified contacts
Top roles at Mg&a Wealth
9 distinct titles indexed · top 9 shown.
- 6mg & a wealth
- 1chief compliance officer
- 1client service associate
- 1client services associate
- 1founder
- 1graphic designer
- 1registered client service associate
- 1técnico de instrumentação
- 1vice president, chief operations officer
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