Mont Wealth Investment Committee

  • Businessman wearing a suit and tie, smiling, leaning against a wooden wall.

    Rob Pizzichetta

    FOUNDER, MONT WEALTH
    MW IC Chairman

    -Founded Mont Wealth to combine high level advice with cutting edge investment solutions

    -25+ years of experience across stock broking and wealth management.

    -Passionate about investing and finding skilled investment managers and building long term client and investment relationships

    -Highly communicative and dedicated steward of client capital responsible for directing the effectiveness and research efforts of the IC to ensure improved well being and investment excellence for clients.

  • Smiling woman with blonde hair wearing a blue sleeveless top against an urban background.

    Vessela Tasker

    DIRECTOR, GREENWOOD CO
    MW IC Member

    -20+ years of investment analyst and portfolio manager roles across passive, active, multi-asset and quant fund.

    -Responsible for the daily monitoring and oversight of the Mont Wealth Wholesale MDA portfolios on Hub 24 to ensure high integrity and consistency across data, investment decisions and implementation.

    -Provides portfolio analytics, performance & attribution reporting to assist with investment decision-making and portfolio positioning.

  • Man wearing glasses and a blue suit with a pink checkered shirt, standing outdoors with a cityscape and trees in the background.

    Jay Kumar

    DIRECTOR, FORESIGHT ANALYTICS
    MW IC Member

    -Founded Foresight Analytics to provide innovative, data-backed investment analysis and research  to illuminate complicated issues.

    -25+ years of research experience recognised by industry peers as innovator and thought leader

    -Responsible for providing portfolio construction, asset allocation, manager due diligence, asset class and investment research to the Month Wealth IC.

    -Provides portfolio style and characteristics modelling; advises on currency positioning and hedging recommendations.