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Team 1

Team

VITO MONTE

Vito Monte runs Centro Studi Monte SA, a company he founded in 2009 after ten years of working in Private Banking as a managing member of Credit Suisse, where he was responsible for the Ultra High Net Worth Individual clientele. Between 1993 and 1998 he worked in international taxation at Veco Trust SA.

Vito studied political science at the University of Lausanne and at the Institut Universitaire de Hautes Etudes Internationales in Geneva. He was a researcher at the Fondation Jean Monnet pour l’Europe in Lausanne. At the same time, he was working as an assistant at the Faculty of Economics (HEC). He completed a PhD in political science with a thesis on the dynamics of integration of the European Communities. He has published several books and numerous articles on European integration policies and international finance. He is a certified technical analyst (IFTA 1 and 2).

He was a member of the Foreign Policy Commission of the Swiss Radical Democratic Party and President of the Ticino Section of NOMES (European Movement Switzerland). For his studies, Vito was awarded the silver medal of the Fondation Jean Monnet pour l’Europe in Lausanne and an award in the context of the Robert Schuman Prize by Toepfer Foundation in Hamburg.

His current research, thanks also to the support of young students in finance, act as operational support for the asset management activity of the Centro Studi Monte SA, with attention to the evolution of sustainable finance. His mother tongue is Italian, and he speaks fluently English, French and German. Vito is married and has two children.

LUCIANO VITALI

Luciano Vitali has a longstanding professional experience in the Swiss financial center. After the business school and the banking school in Berne (Bankfachschule), Luciano started working at the Solothurn Commercial Bank (SolothurnerHandelsBank) in Solothurn.

In 1983 he settled in Lugano where he worked for the Banca Unione di Credito (BUC), for the Migros Bank and consolidated his experiences in the Private Banking with Banca Popolare Svizzera and Credit Suisse, after the merger of these two institutions; a 30-year journey that ended with the position as Vice President.

Luciano is Certified Relationship Manager of Credit Suisse in Private Banking. He is bilingual in Italian and German (and also Schwiizerdütsch) and  he speaks fluently English, French and Spanish. He is married and has two children. Luciano joined Centro Studi Monte SA in 2016.

MARIA JOSÈ IETTO

Maria José Ietto has participated since the beginning, in 2010, as a management assistant, in the definition of the administrative apparatus and then in the current management of the Centro Studi Monte SA.

She graduated with a commercial apprentice diploma by working in a commercial trust firm and in a construction company in Lugano.

She is bilingual Italian, Portuguese and she speaks fluently Spanish, French and English. Maria is an important point of reference in corporate activity. She is married and has three children.

VALENTINA CARPI MONTE

Valentina Carpi Monte graduated cum laude in Philosophy at the Istituto di Studi Filosofici (ISFI) and obtained a master’s degree in Sciences, Philosophy and Theology of Religions at the Faculty of Theology of Lugano, with a thesis on the concept of sustainable development as defined by the economist Amartya Sen.

Valentina then continued her education at the Scuola universitaria professionale della Svizzera italiana (SUPSI), with a Certificate of Advanced Study (CAS) in Cooperation and Development with a thesis on sustainable economy. After working as a journalist for some swiss media, today she is responsible for Sustainable Era of the Centro Studi Monte SA. Her mother tongue is Italian, and she speaks fluently English, French and German. Valentina is married and has two children.

ROBERTO BERETTA

Roberto Beretta has a long and consolidated banking experience. He began his professional career in 1985 at Credit Suisse in Zurich.

Between 1988 and 1996 he worked for the Banca della Svizzera Italiana in Lugano in the commercial department. He then returned to Credit Suisse in Private Banking. Moreover, he completed a degree in political and economic sciences at the University of Zurich, Roberto graduated from the Swiss Banking School, the first level of Technical Analyst (IFTA) and completed the training courses of Credit Suisse Fit for CAS, Fit 4 Wealth Management and Skill Refresher Certification Program.

His mother tongue is Italian, and he speaks fluently German, English and French. Roberto is married and has three daughters. Since 2018 he works together with Centro Studi Monte SA as an advisor for the Familiy Office. 

ROSY PASCALE

Rosy Pascale graduated in Economics (Hautes études Commerciales - HEC) in Lausanne with a master’s in management. Originally from Ticino, after her studies she chose to continue her professional activity in Lausanne at Credit Suisse where she worked for 10 years in the private banking sector.

After this experience, which allowed her to develop an extensive knowledge of banking dynamics, she chose to work on her own in the evaluative analysis of investment dynamics. She has been actively collaborating since 2011 with Centro Studi Monte SA. Her mother tongue is Italian, and she speaks fluently French, German and English. She is married and has two children.

Our Trainees

LUIGI MENDITTO

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 in September 2019 as an intern. He performs the role of junior portfolio analyst. Luigi works on the risk analysis and develops algorithms for the implementation of stocks selection tools based on quantitative analysis. There are relevant instruments for portfolio optimization strategies. 

VALENTINA BEHRA PILATO

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, 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

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.