MG&A Wealth

Hugo Calenzani is a financial advisor at MG&A Wealth with over 20 years of industry experience. He holds a Series 66 designation and has held roles at MG&A Wealth since 2009 and StoneX Securities since 2012. Calenzani serves as Chief Investment Officer and is a managing member of MG&A Private Capital LLC, where he identifies and recommends private equity opportunities for qualified clients. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes portfolios across various asset classes and directly manages private funds, conducting due diligence and offering private investment opportunities to qualified investors.

Scarlyn Leonardo is a financial advisor at MG&A Wealth with Series 66 credentials and three years of industry experience. Prior to joining MG&A Wealth, Leonardo has worked at Stonex Securities Inc, A Life Well Spent & Charpentier Wealth Strategies, Lincoln Financial Advisors, and AIG. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes investment allocations across a variety of vehicles and directly manages and sponsors private funds, distinguishing it from many team firms.

Carolina Restrepo is a financial advisor at MG&A Wealth with nine years of industry experience and holds a Series 66 designation. She previously worked at Morgan Stanley Smith Barney LLC for six years and Oppenheimer for four years. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm offers customized portfolio management across various asset classes and private investments, with an emphasis on direct management and sponsorship of private funds.

Scott Lam is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with MG&A Wealth since 2019 and also has prior experience at StoneX Securities Inc and Municipal Credit Union. Outside of his advisory role, he owns and manages FIKA Home LLC, a business that makes and sells candles and home décor, and is involved in tax preparation services through MG&A Tax LLC. MG&A Wealth provides financial planning, consulting, and investment management to individuals, employee benefit plans, and pooled investment vehicles. The firm offers customized allocations across various investment vehicles and manages private funds, providing a range of discretionary and non-discretionary portfolio management solutions.

Todd Battaglia is a financial advisor with MG&A Wealth, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with MG&A Wealth and related entities since 1999 and has been associated with StoneX Securities Inc. since 2012. Outside of his advisory role, he is an investment committee member for Women of Tomorrow and serves as Secretary/Treasurer of a local professional networking group. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes portfolio allocations across a range of investment types and may delegate active management to third-party managers, with a notable capability in direct management and sponsorship of private funds.

James O'Halloran is a financial advisor at MG&A Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MG&A Wealth since 2010. O'Halloran is also a managing member of MG&A Private Capital LLC, where he identifies and presents private equity investments for qualified clients. Additionally, he refers clients to an independent insurance agency for life, health, disability, and long-term care insurance needs. MG&A Wealth provides financial planning, consulting, and investment management to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes portfolios across various asset classes and manages private investment opportunities through due diligence and client capital placement in firm-sponsored or affiliated funds.

Karina Hinkelmann is a financial advisor at MG&A Wealth with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at MG&A Wealth since 2018, as well as at Stonex Securities Inc. and HSBC Securities (USA) Inc. Prior to her current role, she was affiliated with Meg Green & Associates, Inc. There are no notable outside activities listed. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes portfolios across various asset types and manages private investment opportunities directly, including through affiliated funds, while incorporating third-party managers and operational features such as AI tools and securities-backed lending assistance.

Jeremy Bailey is a financial advisor at MG&A Wealth with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Zephyr Private Wealth LLP, Tanager Wealth Management, St. James Place, Sterne Agee Financial Services, and Meg Green & Associates. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes portfolios across various asset types and offers discretionary and non-discretionary management, including private investment opportunities managed directly or through third-party managers.