A wealth management firm that
blends expert investing with new
economy sustainability and
independent vision.
Our Approach Our Approach Our Approach Our Approach Our Approach Our Approach
Our focus is sustainability through growth, collaboration, and innovative investing—for our clients and for society at large.

Our Approach

Montcalm is guided by our long-held values: integrity, collaboration, engagement and our client’s sustainability.

INTEGRITY
We believe in transparency and trust with our clients and partners.

COLLABORATION
We provide a customized approach for each client, with service that is highly attuned to your needs.

ENGAGEMENT
We untie knots in your financial life and work together to develop a clear path to short and long-term wealth goals.

CLIENT SUSTAINABILITY
We create a secure financial future for our clients and care about the broader impact that investing has on the world— economically, environmentally and socially.

We understand risk, reward, and transparency in this new economic landscape, and our expertise helps to protect and grow your wealth.

Our Services

We invest in companies, asset classes, and investment vehicles that provide superior cash flows and are achieving greatness through innovative products, services and environmental and social practices.

CLIENT FINANCIAL GOALS
We are committed to providing expert advice and intelligent risk management that supports your values, needs and goals in the short and long-term.

CULTURE OF UNDERSTANDING
Whether we are undoing knots in your financial life or clearly defining a financial plan based on your values and goals, our role as your advisor is to guide you to the best investment offerings for your needs.

EXPERTISE
Decades of investment experience across all asset classes has led to our investment philosophy and innovative approach, which is dedicated to people, engaged in relationships and creates sustainable investment results.

We believe that wise investment opportunities have multiple paths to success and take the long view of influencing future developments as shareholders, bondholders, and stakeholders.

SUCCESS
Blending highly attuned personal service, solid values and innovative disruption, we actively seek to enrich the lives of our clients as well as the world around us. The result is a better economic model for everyone. This motivates and inspires us to do our best every day.

Guiding Investment Principles

Female money managers often don’t follow the herd. They tend to look for less crowded markets and under-favored positions.

Our Team

Holly founded Montcalm TCR to create an investment management experience that guides people to engage with their wealth by providing leading-edge investment expertise, transparency and opportunity.

Kristen Taylor joined Montcalm TCR at its founding.
She develops and analyzes investment portfolios with an independent outlook and in close partnership with clients.
 

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.

KRISTEN TAYLOR
PORTFOLIO MANAGEMENT

Kristen joined Montcalm at its founding. She develops and analyzes investment portfolios with an independent outlook and in close partnership with clients. Kristen manages bond and equity portfolios that promote client sustainability and leads private investment research at Montcalm, finding investments that

combine integrity with strong performance potential. Kristen is an integral part of Montcalm’s engaged client service model paired with portfolio management. Prior to Montcalm, Kristen was a client service associate for Morgan Stanley Private Wealth Management in San Francisco and handled CDO operations for JP Morgan’s Trust Services in Houston.

CHRIS MION
STRATEGY

Chris helps develop, communicate, execute, and sustain corporate strategic initiatives. She fosters organizational growth and new investment offerings, and supports Montcalm’s clients by creating processes that provide an infrastructure of exceptional client service.

Chris began her career at a commercial real estate firm in Silicon Valley, where she handled property development, financing, and investments. As a strategist with a focus on wellbeing, she later worked with startups, Global 500 companies, and private clients to develop authenticity-based growth initiatives.

LIZANN BALDAUF
ALTERNATIVE INVESTMENTS

Elizabeth manages the analysis, evaluation, and monitoring of alternative investments for Montcalm TCR. She is at the core of our fund manager due diligence process, and has a keen commitment to high standards of care for clients along with a responsibility to investigate and rigorously pursue information about potential investments. Going beyond traditional

investment performance and strategy analysis, Montcalm qualitatively evaluates the inner workings of an organization and its culture. Prior to Montcalm, Elizabeth spent 12 years in the private equity industry handling investor relations and client services at Morgan Stanley Capital Partners and Thomas Weisel Partners; as well as fund origination, structuring, sales and marketing at Nationsbanc Montgomery Securities and Credit Suisse First Boston. 

NICOLE MION
EXECUTIVE ASSISTANCE

Nicole provides administrative support to our executive team, making makes our firm’s workspace a positive, productive, and

passionate place to be. Nicole has previously held positions as a client-centric organizer and manager for organizations of all sizes, striving to manifest delight wherever she goes.

KATHY WHEADON
CHIEF OPERATING OFFICER

Kathy organizes operational strategy at Montcalm. She has extensive experience in leading large and small financial services teams in operations, accounting, and client services and provides investment advisors and asset managers with professional services

focusing on operational and compliance processes. Kathy helps create an infrastructure at Montcalm that supports internal processes for the organization and its clients.  Kathy helps streamline all external processes, helping the firm be the best that it can be.

JAYNE HILLMAN
ALIGNMENT

Jayne is a strategic advisor helping Montcalm meet its highest vision and goals by leveraging the principles of alignment, emotional intelligence, and neuro-science.  Jayne is a tuning fork and a navigation advisor to the deep knowing and emotional intelligence of the CEO and the team, helping actualize their integrity ​and unique contributions.

Jayne has 25 years of business experience supporting the actualization of a vision as it relates to purpose, people, planet, and profit. She is an experienced entrepreneur and executive coach to changemakers and other entrepreneurs, helping them build sustainable, high performing, and radically enjoyable businesses that create a better ecosystem.

The actual performance of women tended to more closely match their anticipated performance when they implemented a decision.

Contact Us

 
Address

1083 Mission Street
Second Floor
San Francisco Ca 94103

Address 415.326.7650