Here, It's Family


At Monte Financial Group, we don’t just say we’re family, our foundation was built by family. It’s those values we carry each and every day working together and working for you.

Our Team


Robert J. Monte CPWA®

President, Certified Private Wealth Advisor® Chartered Advisor in Philanthropy®

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Robert J. Monte CPWA®

President, Certified Private Wealth Advisor® Chartered Advisor in Philanthropy®

Bob is the founder of Monte Financial Group and serves as the firm’s President and Chief Investment Officer. In addition, Bob is responsible for providing individualized investment strategies and ongoing investment management plans for individuals and their families.

Prior to establishing Monte Financial Group, Bob spent 17 years at Smith Barney, serving as Senior Vice President Wealth Management. Throughout the years, he has advised clients through challenging economic cycles such as the savings and loan crisis of 1990-1991, the dot-com bubble of 2000, and most recently the sub-prime mortgage market collapse of 2007-2008.

In 2015, Bob earned the designation of CPWA® (Certified Private Wealth Advisor©) having met rigorous experience and ethical requirements. Additionally, in 2002, Bob earned CAP® (Chartered Advisor in Philanthropy©) designation which positioned him as a leader in the fields of philanthropy and wealth management.

Education:

University of Chicago Booth School of Business- CPWA® Certification Program

American College of Financial Services- Chartered Advisor in Philanthropy® Program

University of Connecticut- Bachelor of Arts, Economics

 

 

 

 

Joan M. Monte

Senior Relationship Manager

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Joan M. Monte

Senior Relationship Manager

Joan has been with Monte Financial Group since its inception in June 2009 and leads the client service department as Senior Relationship Manager. Joan ensures all aspects of the firm’s client service will meet the high standards we set for our clients. She is responsible for working closely with clients, their investment custodians and our team of financial advisors providing a wide range of servicing needs.

Joan’s career includes over 25 years as a marketing professional with Cadbury Beverages and Snapple Beverage Group where she was Director of Media. Her expertise extends from strategic planning and marketing analysis to project leadership. She also has experience in not-for-profit program administration as well as corporate and community relationship building.

Education:

University of Connecticut- Bachelor of Arts, Psychology

Martha T. Monte

Business Office Manager

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Martha T. Monte

Business Office Manager

Martha has been with Monte Financial Group since its inception in June 2009 and serves our Business Office Manager. Martha provides operational leadership ensuring the smooth running of our office on a day to day basis. In addition, Martha’s responsibilities include coordinating functions with our firm’s outsourced IT department, CRM software provider and client custodians.

Martha’s experience includes time as an Implementation Specialist for Constitution State Corporate Credit Union (CSCCU). At CSCCU, she coordinated processes which converted new credit union members into the company’s financial services platform. Prior to CSCCU Martha worked in marketing at Connecticut Savings Bank.

Over the years, Martha has served as a dedicated volunteer on various boards, committees and community projects throughout the Town of Guilford.

Education:

Quinnipiac University- Bachelor of Science, Economics

Lasell Junior College- Associate of Science, Legal Studies

Alexander R. Monte CFP®

Certified Financial Planner™

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Alexander R. Monte CFP®

Certified Financial Planner™

Alex joined Monte Financial Group in June 2014 and currently serves as a Financial Advisor. As a fiduciary, Alex’s responsibilities include working with individuals and families in creating a holistic financial plan and guiding them with ongoing investment decisions. In addition, Alex is a member of our fixed income team and assists in creating individualized fixed income portfolio’s tailored to the needs of our clients.

In August 2018, Alex met the CFP® Board requirements for education, work experience and examination to become a Certified Financial Planner™ (CFP®). His course study was completed through Bryant University.

Education:

Bryant University- Boston Institute of Finance CFP® Executive Program

Roger Williams University- Bachelor of Science, Business Management

 

William H. Leete Jr. CFP®

Certified Financial Planner™

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William H. Leete Jr. CFP®

Certified Financial Planner™

Bill joined Monte Financial Group in March 2016 as a Financial Advisor. As a fiduciary, Bill advises clients and their families in a holistic approach to their financial plan. He is responsible for customizing financial plans and modifying client strategies as they move through major life changes.

Bill has been providing individualized wealth management strategies and ongoing investment management for over 17 years. Prior to joining our team, Bill was an Independent Financial Advisor through LPL Financial doing business as Leete Financial Services LLC.

In 2008, Bill achieved his CFP® designation from the College for Financial Planning with the commitment to act as a fiduciary for his clients.

Education:

College for Financial Planning- CFP® Certification Program

University of Connecticut- Bachelor of Science, School of Business

 

Michael A. Libertini

Research Analyst

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Michael A. Libertini

Research Analyst

Mike joined Monte Financial Group in October 2018 as a Research Analyst. Mike is responsible for working with the lead investment manager, providing in depth research and analysis for client equity holdings. Mike’s additional responsibilities include analysis and review of managers in our Managed Account Group.

Prior to joining Monte Financial Group Mike was in the Financial Development Program at Dell EMC providing financial analysis such as profit and loss forecasting and budget analysis.

Currently, Mike is a Level III Chartered Financial Analyst candidate having passed Level I and Level II examinations.

Education:

Stonehill College- Bachelor of Science, Finance

 

Gloria D. Amatrudo

Client Service Representative

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Gloria D. Amatrudo

Client Service Representative

Gloria joined Monte Financial Group in October 2018 as a Client Service Representative. Gloria provides day-to-day client service support for the firm’s team of advisors. She is responsible for working closely with clients and their investment custodians through a wide range of servicing needs.

Prior to working at Monte Financial Group, Gloria worked 14 years with Paralegals Unlimited, LLC where she coordinated the service flow with clients, attorneys and probate court staff.

Education:

University of New Haven- Associate Degree in Business Administration

 

 

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