Our Team
At Monte Financial Group, our strong foundation is built on a collaborative, team-based environment that functions with the appreciation of the confidence you have in us. These values drive us every day as we work together, dedicated to serving you.
Wealth Management
Robert J. Monte CPWA® RMA® CAP®
Chief Investment Officer, Chief Wealth Officer
View ProfileRobert J. Monte CPWA® RMA® CAP®
Chief Investment Officer, Chief Wealth Officer
Certified Private Wealth Advisor®, Retirement Management Advisor®, Chartered Advisor in Philanthropy®
robert.j.monte@montefinancialgroup.com
Bob has over 40 years of experience within the financial services industry. As Chief Investment Officer, Bob is responsible for developing and communicating the firm’s investment perspective, supervising the investment process, and managing the firm’s internal investment strategies. Additionally, as Chief Wealth Officer, Bob is responsible for working with high net-worth individuals and families to help meet their short and long-term financial goals and overseeing the firm’s financial planning process. Bob has a special interest in philanthropic planning and leading the estate planning process with a client’s legal team.
Bob founded Monte Financial Group (MFG) in June 2009. Prior to establishing the firm, he spent 17 years at Smith Barney, leaving as Senior Vice President Wealth Management. In 2012, Bob achieved his Chartered Advisor in Philanthropy® (CAP®) designation through American College of Financial Services. In 2015, Bob achieved his Certified Private Wealth Advisor® (CPWA®) designation through University of Chicago Booth School of Business. In 2021, Bob achieved his Retirement Management Advisor® (RMA®) designation.
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
View ProfileWilliam H. Leete Jr. CFP®
Wealth Advisor
CERTIFIED FINANCIAL PLANNER™
william.h.leete@montefinancialgroup.com
As a Wealth Advisor, Bill is responsible for working with individuals and families to help meet their short and long-term financial goals by developing wealth strategies, financial plans, and investment policies. Bill practices holistic planning with a frequent focus on retirement and education funding.
Bill joined Monte Financial Group in March 2016. Prior to joining the firm, Bill independently provided individualized wealth management strategies and ongoing investment management to individuals and families since 2001. In 2008, Bill achieved his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the College For Financial Planning.
Education:
College for Financial Planning- CFP® Certification Program
University of Connecticut- Bachelor of Science, School of Business
Alexander R. Monte CFP® CIMA®
Wealth Advisor, Risk Manager
View ProfileAlexander R. Monte CFP® CIMA®
Wealth Advisor, Risk Manager
CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst®
alex.r.monte@montefinancialgroup.com
As a Wealth Advisor, Alex is responsible for working with individuals and families to help meet their short and long-term financial goals by developing wealth strategies, financial plans, and investment policies. Alex focuses on comprehensive financial planning guiding clients through all stages of wealth accumulation and distribution.
Additionally, Alex is an independent Risk Manager responsible for working with the Asset Management team to implement a process that identifies and measures risk for our Equity Income strategy.
Alex joined Monte Financial Group in June 2014. In 2018, Alex achieved his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation through Bryant University and in 2019 he achieved his Certified Investment Management Analyst® (CIMA®) designation through Yale University.
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
Jacob R. Cedor
Paraplanner
View ProfileJacob R. Cedor
Paraplanner
jacob.cedor@montefinancialgroup.com
As a Paraplanner, Jake is responsible for supporting the firm’s Wealth Advisors throughout the financial planning process. Additionally, Jake assists with client service tasks such as responding to client inquiries, completing client onboarding and account maintenance, and maintaining quality relationships with our client custodians.
Jake joined Monte Financial Group in August 2024. He is currently enrolled in the Dual-Degree Accelerated 3+1 Program at Quinnipiac University. In Spring 2024, he completed his Bachelor of Science in International Business with a minor in Economics. In Fall 2024, he is pursuing his Master of Business Administration. Jake served as President of the Student Government Association at Quinnipiac University from May 2022 to May 2024.
Education:
Quinnipiac University- Bachelor of Science, International Business
Client Services
Joan M. Monte
Senior Relationship Manager
View ProfileJoan M. Monte
Senior Relationship Manager
joan.m.monte@montefinancialgroup.com
As a Senior Relationship Manager, Joan is responsible for ensuring 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 wealth advisors providing a wide range of servicing needs. Additionally, Joan is responsible for organizing and implementing the firm’s trust services.
Joan joined Monte Financial Group in June 2009. Prior to joining the firm, her career included over 25 years as a marketing professional with Cadbury Beverages and Snapple Beverage Group where she was Director of Media.
Education:
University of Connecticut- Bachelor of Arts, Psychology
Gloria D. Amatrudo
Client Service Representative
View ProfileGloria D. Amatrudo
Client Service Representative
gloria.amatrudo@montefinancialgroup.com
As a Client Service Representative, Gloria is responsible for working closely with clients, their investment custodians and our team of wealth advisors providing a wide range of servicing needs. Additionally, Gloria is responsible for defining the objective of trust services by interpreting client trusts and wills. Gloria also completes projects on our client base to assure the firm is offering the highest quality services.
Gloria joined Monte Financial Group in October 2018. Prior to joining the firm, 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
Asset Management
Robert J. Monte CPWA® RMA® CAP®
Chief Investment Officer, Chief Wealth Officer
View ProfileRobert J. Monte CPWA® RMA® CAP®
Chief Investment Officer, Chief Wealth Officer
Certified Private Wealth Advisor®, Retirement Management Advisor®, Chartered Advisor in Philanthropy®
robert.j.monte@montefinancialgroup.com
Bob has over 40 years of experience within the financial services industry. As Chief Investment Officer, Bob is responsible for developing and communicating the firm’s investment perspective, supervising the investment process, and managing the firm’s internal investment strategies. Additionally, as Chief Wealth Officer, Bob is responsible for working with high net-worth individuals and families to help meet their short and long-term financial goals and overseeing the firm’s financial planning process. Bob has a special interest in philanthropic planning and leading the estate planning process with a client’s legal team.
Bob founded Monte Financial Group (MFG) in June 2009. Prior to establishing the firm, he spent 17 years at Smith Barney, leaving as Senior Vice President Wealth Management. In 2012, Bob achieved his Chartered Advisor in Philanthropy® (CAP®) designation through American College of Financial Services. In 2015, Bob achieved his Certified Private Wealth Advisor® (CPWA®) designation through University of Chicago Booth School of Business. In 2021, Bob achieved his Retirement Management Advisor® (RMA®) designation.
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, Portfolio Specialist
View ProfileBenjamin T. Monte
Research Analyst, Portfolio Specialist
benjamin.monte@montefinancialgroup.com
As a Research Analyst, Ben is responsible for completing in-depth research and analysis to support the decision-making process for the firm’s equity and fixed income investments. Additionally, as a Portfolio Specialist, Ben is responsible for working with institutional clients and prospects to articulate the firm’s investment process, strategic decisions, and results. Ben also leads the organization and development of our Internship Program.
Ben joined Monte Financial Group in February 2020. Prior to joining the firm, he 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.
Education:
Stonehill College- Bachelor of Science, Finance & Bachelor of Arts, Economics
Cameron J. Davignon
Research Associate
View ProfileCameron J. Davignon
Research Associate
cameron.davignon@montefinancialgroup.com
As a Research Associate, Cam is responsible for completing in-depth research and analysis to support the firm’s portfolio monitoring process. In addition, he develops automated analytics, utilizing the Advanced Bloomberg Query Language. Cam also serves as a coach for our Internship Program and assists with trading responsibilities.
Cam joined Monte Financial Group in June 2022. Prior to joining the firm, Cam worked as an Equity Research Intern in 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. His academic achievements and leadership were recognized when he was chosen as the Graduate Student Speaker at the May 2023 Quinnipiac School of Business commencement ceremony.
Education:
Quinnipiac University- Bachelor of Science, Finance
Quinnipiac University- Master of Business Administration (MBA)
Noah B. Lifgren
Research Associate
View ProfileNoah B. Lifgren
Research Associate
noah.lifgren@montefinancialgroup.com
As a Research Associate, Noah is responsible for completing in-depth research and analysis to support the firm’s equity portfolio monitoring process. In addition, he develops automated analytics, utilizing the Advanced Bloomberg Query Language.
Noah joined Monte Financial Group in July 2024. In May 2024, he received his Bachelor of Science degree in Finance with a Concentration in Corporate Finance and a minor in Computer Information Systems from Bentley University.
Education:
Bentley University- Bachelor of Science, Finance
Operations/Marketing
Martha T. Monte
Business Office Manager
View ProfileMartha T. Monte
Business Office Manager
martha.t.monte@montefinancialgroup.com
As Business Office Manager, Martha is responsible for overseeing the daily operations of the firm. In addition, she is responsible for the firm’s human resources, administrative duties, and coordinating functions with our firm’s outsourced IT department.
Martha joined Monte Financial Group in June 2009. 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
Madelyn M. Monte
Marketing Specialist, Administrative Assistant
View ProfileMadelyn M. Monte
Marketing Specialist, Administrative Assistant
madelyn.monte@montefinancialgroup.com
As a Marketing Specialist, Madelyn is responsible for planning, developing, and executing the firm’s marketing and advertising initiatives. Additionally, as an Administrative Assistant, Madelyn is responsible for assisting the Business Office Manager with administrative duties and office operations.
Madelyn joined Monte Financial Group in September 2023. Prior to joining the firm, Madelyn worked as an Administrative Intern from August 2022 to August 2023. In Spring 2022, Madelyn completed her Bachelor of Science in Business Administration with a concentration in Marketing and a minor in Psychology from Eastern Connecticut State University. In January 2024, Madelyn achieved her Certified Digital Marketing Professional (CDMP) designation through the Digital Marketing Institute and the American Marketing Association.
Education:
Eastern Connecticut State University- Bachelor of Science, Business Administration
Digital Marketing Institute x American Marketing Association- Certified Digital Marketing Professional (CDMP)