David Montuoro
Co-founder and Director

David is a co-founder and director of Bellmont Securities. He holds a Bachelor of Economics (Economics & Computer Science) and a Masters of Finance (Market Microstructure) from the University of Sydney.

Prior to establishing Bellmont, David worked in an advisory role at a Sydney based broking firm where he managed a book of private clients. Starting as the most junior adviser on the desk he quickly became a key person and regularly travelled around Australia representing the firm at seminars and events. In addition to his role as an adviser, David also assisted the firm as a trader / market maker, providing continuous quotes on intraday SPI futures options and with this background developed an options valuation model for this niche market, a first in Australia.

He is passionate about the intersection of financial services and computer science and has developed a number of proprietary software systems, which sit at the heart of Bellmont’s operations. Today, David heads up Bellmont’s systematic Australian equities.

Peter Bell
Co-founder and Director

Peter is a co-founder and director of Bellmont Securities. He holds a Bachelor of Commerce (Economics & Finance) from the University of Wollongong, graduating with Distinction.

A passionate value investor, Peter is renowned within Bellmont for his tendency to regurgitate Buffett quotes in any applicable (or inapplicable!) situation. As well as running Bellmont’s Buffett- style value investing portfolio - the Bellmont Classic Value Portfolio, Peter consults to a large number of high-net-worth, sophisticated investors, and helps run Australia’s largest high-net-worth value investors network, with over 400 members around the country that collectively control well in excess of $1b in Australian equities.

Peter is an experienced presenter who has spoken at a number of industry events, as well as contributing content for industry publications.

Michael Gale
Operations

Michael joined the Bellmont team in mid-2017 to manage operations within the company. He holds a Bachelor of Engineering (Chemical) from the University of Newcastle and a Diploma of Financial Services (Financial Planning) obtained via Kaplan Professional.

In the past, Michael worked as a paraplanner for a financial advisers office and as an associate adviser for a boutique equities firm where he helped handle private client accounts.

He is responsible for greasing the Bellmont wheels and ensuring we run smoothly along the tracks. He also assists at the trading desk as workload deems necessary.

Michael is an avid value investor and member of Australia's largest value investor network. He works in partnership with the portfolio managers conducting research, analysis and commentary. He loves all sports and regularly plays cricket and football (soccer).

Stephen Karrasch
General Manager, Business Development

Stephen is an experienced investment executive with an extensive background in managed account development, implementation & management. He holds a Bachelor of Economics (UQ), a Graduate Diploma in Applied Finance & Investment (ASIA) and a Diploma of Lending (KAPLAN). He has also completed a post graduate executive development program at London Business School.

Stephen started his career in stockbroking before transitioning into investment management where he ran retail distribution for a large private multi-national fund manager. Following this he was part of the foundation team of a next-generation platform administrator that pioneered the development of managed accounts in Australia.

Stephen is a passionate equities investor and champion for the value of advice. He works with Bellmont clients to help them deliver better investment advice and run more efficient, profitable businesses.

In his spare time Stephen is a frustrated political commentator, has an up and down relationship with digital assets and is an active sportsman with a keen interest in cricket, rugby (all types) and surfing with his two sons.

Chris Lioutas
Head of Asset Consulting

Chris has been in the financial services industry for 10 years assisting licensees, financial planning firms, and their clients on the investment consulting front. He started his career at a Big 4 bank where he was eventually responsible for research functions servicing multiple licensees and their financial planners. Chris’s expertise covers markets, economics, and politics, with a particular focus on asset allocation, fund/ETF selection, and portfolio construction.

Chris holds a Bachelor of Applied Finance and a Bachelor of Commerce with a major in Professional Accounting, and a Masters of Applied Finance, both from Macquarie University. Chris is an avid digester of all information and loves all sports.

Daniel Deverich, CFA
Senior Investment Analyst

Daniel joined the Bellmont team in December 2021 as a Senior Investment Analyst to help manage Bellmont's equities portfolios. Daniel is a Chartered Financial Analyst (CFA) and holds a Bachelor of Resource Economics (Economics & Econometrics) from the University of Sydney.

Prior to Joining Bellmont, Daniel was the Chief Investment Officer for a Sydney based Family Office where he was responsible for the asset allocation and portfolio management of the family funds. This involved a wide variety of investments from direct domestic and global equities, private equity funds and co-investments and property. Daniel possesses over a decade of experience in the funds management industry having worked in the institutional, private wealth and family office sectors investing on the buy-side of the market.

In his spare time, Daniel loves his sports, and is a through and through Roosters supporter. He golfs on a regular basis and is known for watching way too much golf in the middle of the night.

Alex Dubois
Manager - Estate Broking

Alex Joined the Bellmont team in February 2022. He holds a Bachelor in Business Administration from SKEMA Business School with a major in Corporate Finance.

In the past, he worked in the real estate industry and developed client relationship skills along with strong work ethic.

Constantly demonstrating energy and enthusiasm, at Bellmont Alex is part of the specialist broking team assisting the Australian legal industry in finalising deceased estate matters. Alex delivers exceptional client service and is passionate about ensuring a smooth and efficient client experience.

In his free time, Alex likes going to CrossFit, playing tennis, Golf and is passionate about the horse racing industry and Boxing.

Jonhel Boticario
Associate

Jonhel joined Bellmont in October of 2022. After taking BS in Management Accounting at the University of Makati, Jonhel started the 11-year journey of delivering exceptional client experience for various companies in the financial industry. This also includes working for a well-known US broker-dealer as a licensed Financial Service Representative.

Jonhel has always been passionate in providing extraordinary client experience by handling inquiries and concerns efficiently. Jonhel demonstrates this expertise in client relations as part of Client Services at Bellmont.

Outside of work, Jonhel enjoys reading different genres of books, like science fiction and adventure, and traveling to different places to meet people and for new experiences.

Pauleen Coraza
Associate

Pauleen joined Bellmont in June 2023. She holds a Bachelor of Science in Management Accounting from University of Santo Tomas.

Prior to joining Bellmont, Pauleen worked in one of the largest universal banks for 5 years. She started her career as a Resident Investment Specialist for a year, and eventually became an Account Officer where she provided outstanding client services to various companies and law firms. This includes opening of trust accounts, managing the funds, and building strong relationships with the clients.

During her spare time, Pauleen likes to cook dishes and bake pastries. She’s also a pet lover and enjoys spending her time walking and playing with her dogs.

Jake Willoughby
Associate

Jake joined Bellmont Securities in February 2024. He is currently pursuing a Bachelor of Business Management part-time at the University of Queensland, specialising in Business Economics and International Business. Committed to adding value to the Specialist Broking team, Jake strives to leverage his academic learning in practical situations.

With a background in sales and customer service, Jake excels in building and maintaining interpersonal relationships, essential for his role in specialist broking. Drawing from his experience, he aims to provide exceptional service to clients, ensuring their needs are met with professionalism and expertise.

Outside of work and study, Jake enjoys playing rugby, a sport he has loved for years, and has recently taken up golfing.