Monte Financial Group, LLC

Noah Lifgren is a financial advisor at Monte Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked in education at Bentley University and Cooperstown Middle and High School. Monte Financial Group serves individual and high-net-worth clients as well as institutional accounts, managing approximately $426.6 million in discretionary assets. The firm offers customized investment management and financial planning, emphasizing fundamental analysis and formal performance reporting, and has expanded into institutional and sub-advisory services with capabilities for account-specific investment restrictions.

Jacob Cedor is a financial advisor at Monte Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Travelers Insurance and International Game Technology, PLC. Monte Financial Group serves individual and high-net-worth clients as well as institutional accounts, offering discretionary investment management, financial planning, and consulting services. The firm employs a fundamental investment approach with tailored portfolios and provides formal performance reporting, including for institutional and sub-advisory clients.

Robert Monte is a financial advisor with Monte Financial Group, LLC, holding a Series 63 designation and 32 years of industry experience. He has been with Monte Financial Group and Purshe Kaplan Sterling Investments since 2009. Monte Financial Group serves individual and high-net-worth clients, as well as institutional accounts such as foundations, trusts, and endowments. The firm offers discretionary investment management and financial planning, emphasizing bespoke portfolios constructed through both fundamental and top-down analysis, and incorporates formal performance reporting into its client services.

Alexander Monte is a Series 65 licensed advisor with 11 years of industry experience. He has been with Monte Financial Group, LLC since 2014, where he is part of a six-advisor team based in Guilford, CT. Monte Financial Group serves individual and high-net-worth clients, as well as institutional separate-account and sub-advisory clients such as foundations, trusts, and endowments. The firm manages approximately $426.6 million in discretionary assets and offers customized investment management, financial planning, and consulting services. Its investment approach combines fundamental, bottom-up and top-down analysis within a documented policy framework, and it incorporates formal performance reporting into client service.

Benjamin Monte is a financial advisor at Monte Financial Group, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Fidelity Investments and Stone Hill College. Monte Financial Group serves individual and high-net-worth clients, as well as foundations, trusts, endowments, and other registered advisors, managing approximately $426.6 million in discretionary assets. The firm offers customized investment management, financial planning, and consulting, with a focus on bespoke portfolios constructed through fundamental analysis and formal performance reporting.

Cameron Davignon is a financial advisor at Monte Financial Group, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Monte Financial Group since 2022, following roles at Westfield Bank and Westfield Investment Services. Outside of his advisory work, he has been involved with Westfield Little League since 2014. Monte Financial Group serves individual and high-net-worth clients as well as institutional clients such as foundations, trusts, and endowments. The firm manages discretionary portfolios using fundamental analysis and offers formal performance reporting and tailored investment solutions, including ESG-type restrictions.

William Leete Jr. is a CFP® professional with 24 years of industry experience, currently serving at Monte Financial Group, LLC since 2016. He also has concurrent roles with Guardian Life Insurance Co and Primerica Advisors beginning in 2014. Outside of his advisory work, he serves as treasurer for Shoreline Networking Associates & Professionals, a local business referral group. Monte Financial Group serves individual and high-net-worth clients as well as institutional accounts, offering discretionary investment management, financial planning, and consulting services. The firm emphasizes bespoke portfolios constructed through fundamental analysis and incorporates formal performance reporting into its client service.