Montcalm Capital

HOLLY RUXIN CEO Holly stewards Montcalm, a certified B corp, in the blending of expert investing with new economy sustainability and independent vision. Holly works to guide clients to engage with their wealth by providing services that support their values, needs, and goals in the short and long term, while facilitating a holistic trading flow in impactful investments. For over twenty years, Holly has managed client assets and led private client teams at Morgan Stanley, Montgomery Securities, and Bank of America. Holly began her investment career at Goldman Sachs in the fixed income derivatives division, where she learned indelible lessons about risk management and cultivated an expert understanding of securities, complex derivatives, and fixed income. Holly uses that extensive experience and expertise to devise customized portfolios for Montcalm’s clients, and create financial sustainability within an overall better economic system for all.