Mont Wealth Investment Committee

Mont Wealth Investment Committee

Rob Pizzichetta - Founder of Mont Wealth

  • Master of Financial Planning, Bachelor of Business - Banking & Finance,

    FASEA Compliant, +20 Years Financial Markets Experience

Mont Wealth was founded to provide investors a higher level of service and an investment edge.

Supporting the investment edge is the formation of the Mont Wealth Investment Committee:

Vessela Tasker from Greenwood Co. & Jay Kumar and team from Foresight Analytics joined the Investment Committee in February 2023 to support Mont Wealth's client outcomes.

Vessela offers Mont Wealth clients investment knowledge and experience across various asset classes. Vess is highly skilled in portfolio management (both active and passive), investment research, product governance, risk assessment, performance & attribution and investment strategy.

Jay and the team at Foresight provide Mont Wealth clients with data-driven investment research as well as analytical, predictive and market intelligence solutions. Jay’s skills will help us navigate through investment cycles. Jay and the team will assist with strategic asset allocation, portfolio construction and investment selection.

While our views are aligned, our combined +60 years experience is diverse. The investment committee creates a step change in intellectual property strengthening the investment edge for our clients via a Multi-Asset Strategy.

Rob Pizzichetta began in the financial services industry at Citigroup Investment Bank in 2000 and built a strong and trusted reputation advising the leading Industry Superannuation and Investment funds in Australia and abroad over the following 13 years.

Those 13 years experienced the bust and boom cycles of the dotcom bubble, booming demand for resources, GFC and Euro Debt crisis.

In 2013, Rob Pizzichetta led the Institutional Equity Melbourne Sales team at Ord Minnett advising mid-tier, small cap fund managers and High Net Worth (HNW) Individuals in identifying and investing in the fastest growing Australian based companies.

By 2015, Rob Pizzichetta joined Shaw and Partners as the Head of Australia Small Cap sales advising the countries leading small cap active managers while co-ordinating global investor research trips and domestic conferences. During that time, it became clear individuals were under-serviced and deserved more.

While at Shaw and Partners the transition to wealth advice began and in 2017, Rob Pizzichetta took the opportunity to join CCZ Statton to transition into wealth advice. During that time, Rob Pizzichetta began to undertake a Master of Financial Planning.

In 2019, Rob Pizzichetta completed the required studies and embarked on a role at Morgans Financial building out on the learnings from Citi, Ords, Shaws and CCZ.

Over the next 2 years, Rob Pizzichetta navigated successfully through the financial instability of Covid initially protecting capital and through the experience of boom and bust cycles re-allocated capital through Strategic Asset Allocation strategies to again grow investor capital.

In 2022, Mont Wealth was launched to transition to High Net Worth, Sophisticated and Retail advice and away from institutional advice.

The higher level of service remains the DNA of Mont Wealth.