Vito Monte leads Centro Studi Monte SA, the firm he founded in 2009, after ten years in Credit Suisse Private Banking (member of senior management and Head of UHNWI) and at Veco Trust SA (1993–1998).
His work focuses on achieving portfolio performance through technical analysis and the development of quantitative models that optimally calibrate the risk–return trade-off. Fundamental analysis is assessed and situated within a broader framework that connects macroeconomics, markets and geopolitics, with particular attention to monetary and fiscal policy, public debt, and the impact of artificial intelligence on productivity and prices.
Vito studied political science at the University of Lausanne and at the Graduate Institute of International Studies in Geneva; he was a researcher at the Fondation Jean Monnet pour l’Europe and a teaching assistant at HEC Lausanne (Faculty of Business and Economics). He earned a PhD in political science with a dissertation on the dynamics of integration within the European Communities and he holds the IFTA certifications in technical analysis (CFTe I and II).
He has published numerous books and articles on integration policies and international finance. He served on the Foreign Policy Committee of FDP (The Swiss Liberal Party) and was president of the NUMES (Nuovo Movimento Europeo Svizzero - Section Ticino). Honours include the silver medal of the Fondation Jean Monnet (Lausanne) and a mention in connection with the Robert Schuman Prize (Toepfer Foundation, Hamburg).
Languages: IT (native), EN, DE, FR.
Luciano Vitali has long-standing professional experience in the Swiss financial centre. After business school and the Banking School in Bern (Bankfachschule), he began his career at Solothurner Handelsbank.
In 1983 he moved to Lugano, working for Banca Unione di Credito (BUC) and for Migros Bank; he then consolidated his Private Banking expertise at Schweizerische Volksbank (Banca Popolare Svizzera) and at Credit Suisse, following the merger of the two institutions, over a thirty-year career that culminated in the role of Vice President.
Luciano is a Credit Suisse Certified Relationship Manager in Private Banking; he joined Centro Studi Monte SA in 2016.
Languages: IT, DE/Schweizerdeutsch (bilingual), EN, FR, ES.
Davide Ieraci graduated in Management Engineering from Politecnico di Milano and subsequently earned a Master’s in Finance from the Università della Svizzera italiana (USI) in Lugano.
After several years of experience in Milan’s financial centre, he joined the Centro Studi Monte SA team as a financial analyst, contributing to investment decisions through asset allocation studies, risk assessments and research on key macroeconomic and thematic trends.
His training, which combines technical, IT and financial skills, enables him to integrate quantitative and qualitative approaches in market and portfolio analysis.
Languages: IT (native), EN, ES.
Roberto Beretta began his career in 1985 at Credit Suisse (Zurich). From 1988 to 1996 he worked at Banca della Svizzera Italiana (Lugano) in the commercial department, then moved to Credit Suisse in Private Banking.
He holds a degree in political and economic sciences from the University of Zurich, a diploma from the Swiss Banking School, IFTA Level I (Technical Analysis), and completed the Fit for CAS, Fit 4 Wealth Management and Skill Refresher programmes at Credit Suisse.
He has collaborated with Centro Studi Monte SA since 2018 in family office advisory.
Languages: IT (native), DE, EN, FR.
Present since the outset of Centro Studi Monte SA as an executive assistant, Maria José Ietto coordinates administration and organisation, supports the compliance and audit function, manages outsourced activities and oversees operational accounting.
She holds a commercial diploma and gained experience at a fiduciary firm and at a construction company in Lugano.
Languages: IT, PT (bilingual), ES, FR, EN.
Melissa Motalli has gained experience in administrative and accounting roles in Italy, where she earned a Diploma in Accounting and Business (Ragioniere e Perito Commerciale) from the “Leonardo Da Vinci” Institute in Chiavenna.
She later moved to Lugano and joined the Centro Studi Monte SA team as an administrative assistant, contributing to operational accounting and supporting internal processes.
Languages: IT (native), EN, DE.
Valentina Carpi-Monte graduated summa cum laude in Philosophy from the Istituto di Studi Filosofici (ISFI) and earned a Master’s degree in the Sciences, Philosophy and Theology of Religions from the Faculty of Theology of Lugano, with a thesis on the concept of sustainable development according to the economist Amartya Sen.
She then continued her studies at the University of Applied Sciences and Arts of Southern Switzerland (SUPSI), obtaining a Certificate of Advanced Study (CAS) in Cooperation and Development with a thesis on sustainable finance.
After working as a journalist with several Swiss media outlets, she is responsible for marketing and publications at Centro Studi Monte SA, where she coordinates editorial work and oversees content editing.
Languages: IT (native), EN, FR, DE.
Filippo Monte holds a Bachelor’s degree in Finance and is completing a Master’s in Digital Finance at the Università della Svizzera italiana (USI).
During his internship at Centro Studi Monte SA, he works on research and analysis in support of asset allocation decisions, manages client and order data, and handles back-office and logistics tasks, contributing to the operational efficiency of portfolios.
Samanta joined Centro Studi Monte SA as a junior portfolio analyst from November 2022 to February 2023, during which she also attended her last semester in the Master of Quantitative Finance at Università della Svizzera Italiana (USI).
During her internship, Samanta developed a stock screening tool for the selection of stocks based on fundamental analysis for a specialised growth fund.
She worked on assuring a swift transition from Thomson Reuters Eikon to the Bloomberg terminal by adapting and upgrading all previous models while delivering custom data and analysis using Bloomberg’s API.
Her contribution was especially beneficial to the portfolio management system and to macroeconomic custom analysis.
Leonardo Sorio, born in 1995, carried out a five-month internship (02.01.2022 - 31.05.2022) at Centro Studi Monte SA in parallel to his last period of attendance at the Università della Svizzera Italiana (USI), where he enrolled in the Master of Financial and Computing.
His quantitative training is the statement of his academic career at the University of Verona, in applied mathematics, and at the Micromaster Program in Finance of the Massachusetts Institute of Technology (MIT).
Remarkably flexible in programming, Sorio is attentive to developments in the world of Blockchains.
During his internship period he contributed to reprogramming in particular the model portfolios system and to develop a method of stock selection as well as giving general support to the investment activity.
Matteo Ingelmo graduated with a Bachelor’s degree (BComm) in Finance at the Desautels Faculty of Management, McGill University, located in Montréal (Canada).
Matteo’s mother tongue is Italian, he also speaks fluently English, French, and Spanish.
Throughout his internship at Centro Studi Monte SA as junior analyst (June 2021), Matteo worked to perfect and update efficient frontier algorithms to aid in the selection and screening of various assets based on technical and fundamental analysis.
Moreover, by linking methodologies from both Refinitiv and DataStream, Matteo was able to implement algorithms for the processing and analysis of real-time financial data.
Luigi Menditto completed his bachelor's degree at the Università Cattolica del Sacro Cuore of Milan in banking and finance. Subsequently he received his Master’s in Finance at the Università della Svizzera Italiana (USI). His mother tongue is Italian, and he speaks fluently English, French and Spanish.
Luigi joined Centro Studi Monte SA as junior portfolio analyst (from September 2019 to February 2020). Luigi worked on the risk analysis and developed algorithms for the implementation of stocks selection tools based on quantitative analysis. Such devices are relevant for portfolio optimizations strategies.
Valentina Behra Pilato holds a bachelor’s degree in economics from the Università Cattolica del Sacro Cuore of Milan and a master's degree in finance from the Università della Svizzera Italiana (USI) in Lugano.
After a year of work in a bank as an internal controller, she began the 4-month internship, since end August 2019, at Centro Studi Monte SA. Her contribution to the improvement of the algorithms of the model portfolios and of the relative risk indices was significant. She elaborated the calculations to rationalize the investments within an efficient frontier set by her.
Andrea Isacchi graduated with a bachelor’s degree in economics in 2015 and with a Master of Science in Banking and Finance in 2017 from the Università della Svizzera Italiana (USI) in Lugano.
First as an intern, then as Junior Analyst (from September 2017 to March 2019), Andrea developed the algorithms for the implementation of a stock selection tool based on technical and fundamental analysis, set the framework to enable definition and update of model portfolios by introducing risk variables, he also participated in the drafting of proposals for a sustainable investment fund for which Centro Studi Monte SA acts as Advisor. He was involved in the promotion of a product for the selection of investment funds.
