Our Team
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.
Wealth Solutions
Robert J. Monte CPWA® RMA® CAP®
President, Chief Investment Officer (CIO)
Learn MoreRobert J. Monte CPWA® RMA® CAP®
President, Chief Investment Officer (CIO)
Certified Private Wealth Advisor®, Retirement Management Advisor®, Chartered Advisor in Philanthropy®
robert.j.monte@montefinancialgroup.com
Bob is the lead Investment Manager and Certified Private Wealth Advisor® professional at Monte Financial Group, LLC. He has been providing individualized investment strategies and ongoing asset management designed for the unique needs of individuals and their family since 1984.
Prior to establishing Monte Financial Group in 2009, he spent 17 years at Smith Barney, leaving as Senior Vice President Wealth Management. Bob has advised clients through challenging economic cycles such as the savings and loan crisis of 1990-1991, the dot-com bubble of 2000, the sub-prime mortgage market collapse of 2008, and most recently the Covid-19 pandemic.
In 2021, Bob earned the Retirement Management Advisor® (RMA®) designation after meeting the RMA® program standards. This advances Bob’s knowledge toward building custom retirement income plans.
In 2015, Bob earned the designation of Certified Private Wealth Advisor® (CPWA®) having met rigorous experience, ethical requirements, and graduate level coursework. As a CPWA®, Bob is committed to attaining advanced wealth management knowledge designed to help clients through the most complex financial issues.
In 2012, Bob earned Chartered Advisor in Philanthropy® (CAP®) designation which positions him as a leader in the fields of philanthropy and wealth management.
Education:
Investments & Wealth Institute- RMA® Certification Program
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
William H. Leete Jr. CFP®
Wealth Advisor
Learn MoreWilliam H. Leete Jr. CFP®
Wealth Advisor
Certified Financial Planner™
william.h.leete@montefinancialgroup.com
Bill joined Monte Financial Group in March 2016. He has been providing individualized wealth management strategies and ongoing investment management since 2001. In 2008, Bill achieved his CFP® designation from the College For Financial Planning with the commitment to act as a fiduciary for his clients.
As a CERTIFIED FINANCIAL PLANNER™ at Monte Financial Group, Bill provides unbiased advice and tailored solutions to help clients meet their financial goals. He creates customized financial plans after a comprehensive review of clients’ needs and objectives. Bill appreciates the uniqueness of each families situation in putting together their integrated life plans.
Education:
College for Financial Planning- CFP® Certification Program
University of Connecticut- Bachelor of Science, School of Business
Alexander R. Monte CFP® CIMA®
Wealth Advisor
Learn MoreAlexander R. Monte CFP® CIMA®
Wealth Advisor
Certified Financial Planner™, Certified Investment Management Analyst®
alex.r.monte@montefinancialgroup.com
Alex joined the team at Monte Financial Group in June, 2014 after graduating from Roger Williams University with a Bachelor of Science in Business Management. In August 2018, he met the CFP® Board requirements for education, experience and examination to become a CERTIFIED FINANCIAL PLANNER™. His course study was completed through Bryant University.
In May 2019, Alex became a Certified Investment Management Analyst® (CIMA®) through advanced course study in technical portfolio construction and risk management. His certification was completed through Yale University.
As a fiduciary, Alex’s responsibilities include working with individuals and families to help meet their short and long-term financial goals by developing wealth strategies, financial plans, and guiding individuals with investment decisions. He appreciates the uniqueness of a client’s financial situation and tailors advice to meet their needs in areas such as retirement, asset allocation, estate, education, tax, employee equity compensation and insurance.
Education:
Yale School of Management & Investments & Wealth Institute- CIMA® Program
Bryant University- Boston Institute of Finance CFP® Executive Program
Roger Williams University- Bachelor of Science, Business Management
Client Services/Operations
Joan M. Monte
Senior Relationship Manager
Learn MoreJoan M. Monte
Senior Relationship Manager
joan.m.monte@montefinancialgroup.com
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
Gloria D. Amatrudo
Client Service Representative
Learn MoreGloria D. Amatrudo
Client Service Representative
gloria.amatrudo@montefinancialgroup.com
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
Martha T. Monte
Business Office Manager
Learn MoreMartha T. Monte
Business Office Manager
martha.t.monte@montefinancialgroup.com
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
Asset Management
Robert J. Monte CPWA® RMA® CAP®
President, Chief Investment Officer (CIO)
Learn MoreRobert J. Monte CPWA® RMA® CAP®
President, Chief Investment Officer (CIO)
Certified Private Wealth Advisor®, Retirement Management Advisor®, Chartered Advisor in Philanthropy®
robert.j.monte@montefinancialgroup.com
Bob is the lead Investment Manager and Certified Private Wealth Advisor® professional at Monte Financial Group, LLC. He has been providing individualized investment strategies and ongoing asset management designed for the unique needs of individuals and their family since 1984.
Prior to establishing Monte Financial Group in 2009, he spent 17 years at Smith Barney, leaving as Senior Vice President Wealth Management. Bob has advised clients through challenging economic cycles such as the savings and loan crisis of 1990-1991, the dot-com bubble of 2000, the sub-prime mortgage market collapse of 2008, and most recently the Covid-19 pandemic.
In 2021, Bob earned the Retirement Management Advisor® (RMA®) designation after meeting the RMA® program standards. This advances Bob’s knowledge toward building custom retirement income plans.
In 2015, Bob earned the designation of Certified Private Wealth Advisor® (CPWA®) having met rigorous experience, ethical requirements, and graduate level coursework. As a CPWA®, Bob is committed to attaining advanced wealth management knowledge designed to help clients through the most complex financial issues.
In 2012, Bob earned Chartered Advisor in Philanthropy® (CAP®) designation which positions 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
Benjamin T. Monte
Research Analyst
Learn MoreBenjamin T. Monte
Research Analyst
benjamin.monte@montefinancialgroup.com
Ben joined Monte Financial Group in February 2020 as a Research Analyst. As a member of the Asset Management team, he is responsible for working with the Chief Investment Officer (CIO) providing in-depth research and analysis for client equity and fixed income holdings. Ben’s additional responsibilities include providing the firm’s advisors with macroeconomic research.
Prior to joining Monte Financial Group, Ben worked as a Market & Collateral Risk Analyst for Fidelity Capital Markets; Fidelity Investment’s institutional trading arm. His main role was to safeguard the firms balance sheet and reputation through the use of robust risk tools and technology. During his time on the trading floor, Ben was exposed to multiple asset classes including equities, fixed income, securities lending, and municipal and bank-issued brokered CD underwriting.
Education:
Stonehill College- Bachelor of Science, Finance & Bachelor of Arts, Economics
Cameron J. Davignon
Research Associate
Learn MoreCameron J. Davignon
Research Associate
cameron.davignon@montefinancialgroup.com
Cam joined Monte Financial Group in June 2022 as a Research Associate. As a member of the Asset Management team, he is responsible for completing qualitative/quantitative research and analysis to support the portfolio decision-making process. In addition, Cam is responsible for assisting in the development of MFG’s Internship Program.
Prior to joining Monte Financial Group, Cam worked as an Equity Research Intern within our Spring 2022 Internship Program. Additionally, Cam was a part of the Dual-Degree Accelerated 3+1 Program at Quinnipiac University. In Spring 2022, he completed his Bachelor of Science degree in Finance with minors in Data Science & Economics. In Spring 2023, he completed his Master of Business Administration (MBA) with a concentration in Finance. Currently, he is a CFA Level I Candidate.
Quinnipiac University- Bachelor of Science, Finance
Quinnipiac University- Master of Business Administration (MBA)
Managed Account Group
Alexander R. Monte CFP® CIMA®
Wealth Advisor
Learn MoreAlexander R. Monte CFP® CIMA®
Wealth Advisor
Certified Financial Planner™, Certified Investment Management Analyst®
alex.r.monte@montefinancialgroup.com
Alex joined the team at Monte Financial Group in June, 2014 after graduating from Roger Williams University with a Bachelor of Science in Business Management. In August 2018, he met the CFP® Board requirements for education, experience and examination to become a CERTIFIED FINANCIAL PLANNER™. His course study was completed through Bryant University.
In May 2019, Alex became a Certified Investment Management Analyst® (CIMA®) through advanced course study in technical portfolio construction and risk management. His certification was completed through Yale University.
As a fiduciary, Alex’s responsibilities include working with individuals and families to help meet their short and long-term financial goals by developing wealth strategies, financial plans, and guiding individuals with investment decisions. He appreciates the uniqueness of a client’s financial situation and tailors advice to meet their needs in areas such as retirement, asset allocation, estate, education, tax, employee equity compensation and insurance.
Education:
Yale School of Management & Investments & Wealth Institute- CIMA® Program
Bryant University- Boston Institute of Finance CFP® Executive Program
Roger Williams University- Bachelor of Science, Business Management