Montcalm is guided by our long-held values: integrity, collaboration, engagement and our client’s sustainability.
We believe in transparency and trust with our clients and partners.
We provide a customized approach for each client, with service that is highly attuned to your needs.
We untie knots in your financial life and work together to develop a clear path to short and long-term wealth goals.
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 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 or consultant is to guide you to the best investment offerings for your needs.
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.
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.
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.
Howard Cohen oversees Strategy and Business Development at Montcalm. He is our energetic fire-tender with an intuitive sense of when to add fuel or when to coax the embers to glow a little warmer. His support of the whole team creates lasting systems and processes, enabling us to continuously improve our high standard of service to our clients.
Howard is a seasoned Executive Producer, artist manager and business development professional with three decades of experience working with clients and professionals in the music and technology industries. He is also a devoted and health-conscious granddad.
Kaitlyn fosters the foundational alignment of Montcalm’s portfolios with client values and well-being. Integrating portfolio analysis and management, client engagement, ESG research and due diligence on prospective investments, Kaitlyn connects clients with the powerful financial, social and environmental sustainability created in their portfolios at Montcalm.
Kaitlyn’s previous background features work with environmental NGOs, a Master’s in English at the University of Maine and a Master’s in Environmental Governance at the University of Oxford. She founded Spire: The Maine Journal of Conservation and Sustainability and was awarded First Place at the 2018 International Business Ethics Case Competition in Boston. In her free time, Kaitlyn enjoys vegetarian cooking, international travel, exploring the outdoors, and singing and playing the ukulele.
Joyce Lee manages Client Operations and co-leads Investment Analysis at Montcalm TCR. Her focus is on maintaining efficient processes and systems for the firm. In addition, as a junior portfolio manager, Joyce conducts analysis on fixed income and assists in due diligence on alternative investment opportunities.
Joyce’s previous background is in client services at First Republic and Merrill Lynch. In this role, she supported lead advisors in managing the financial affairs of ultra-high net worth individuals. As she develops her interest in the impact investing space, Joyce recognizes how it aligns with Social Ecology, which she studied at UC Irvine. She is aware that today’s environmental and social challenges demand complex solutions that require us to think systemically about people and environments and how they’re interconnected. She is passionate about money and meaning and building a more sustainable financial ecosystem. Outside of work, Joyce enjoys fitness, traveling, attending concerts and art shows, volunteering and hanging out with her shiba inu dog Kai.
CHIEF GROWTH OFFICER
David Shantz’s role is to expand Montcalm’s investor and client community and build out the flexible capital ecosystem needed to bring vitality to investors, clients, companies, communities, and the planet. Over his almost 20-year career, David has a proven track record of fundraising at Fortune 500 companies as well as boutique asset management firms. He brings extensive experience in impact investing from a wide variety of perspectives, including retail impact investing, syndication, and ESG fund management.
Previously, David Shantz was Director of Advisor Relations at Calvert Impact Capital, where he had the opportunity to facilitate deployment of significant private investor capital into underserved communities. He has also held roles in multiple finance firms, including Merrill Lynch, Ameriprise Financial, and Advisorshares. He has deep experience in wealth management, field training, and retail sales. David has an unwavering focus on growth and service in all of its forms.
HEAD OF PHILANTHROPIC STRATEGY
Alisa inspires clients to invest their charitable dollars in ways that create regenerative social value. She partners with clients to craft charitable giving plans—including both grant-making and investing strategies—that are aligned with each client’s vision for a better world and a better future. She is passionate about finding not-for-profits and social enterprises that are creating incredible positive impact for both society and the planet.
Prior to Montcalm, Alisa raised over $250 million for a variety of charitable causes, addressing childhood trauma, education disparity, and food insecurity. A Silicon Valley Business Journal Top 40 Under 40 honoree, she graduated from Harvard with honors. Alisa is a professional photographer, private yoga teacher, and singer/songwriter.
Matt’s areas of focus include evaluating potential alternative investments for impact alignment with Montcalm’s values, articulating how the impact investment strategies undertaken at Montcalm are different from other impact investors, and building the connective tissue between Montcalm’s wealth management, capital, and nonprofit arms. Matt will also be assisting in marketing projects, client management and investment administration.
Before beginning work at Montcalm, Matt spent 8 years playing professional soccer in the United States and Israel where he developed a passion for expanding opportunity in underserved communities. This passion led him to economic research at Columbia University, a degree in Global Studies at UC Berkeley, and a Director of Marketing role at a nonprofit headquartered in San Francisco before joining Montcalm.
Suzanne’s areas of focus at Montcalm are education, communication, and connections. She develops our educational programs for clients and the broader community, to support people in reaching a deeper understanding of their relationship with money and how to invest for their future from a place of positive engagement. Through strategic communications, she articulates our unique services and approach, so that people looking for holistic, transparent, and expert financial services will connect with us.
Previously, Suzanne was a software engineer at Apple and a midwife’s assistant, and she is a proud mom. She is passionate about creating opportunities for people to understand and utilize the power of their money. She co-authored the historic first book for women about angel investing, Impact With Wings.