A wealth management firm that
blends expert investing with new
economy sustainability and
independent vision.

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 or consultant 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.

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.

KAITLYN ABRAMS
PORTFOLIO MANAGEMENT

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.

ARTHINE COSSEY
van DUYNE
CHIEF OPERATIONS MANAGER

Arthine oversees all of Montcalm’s internal and external systems and processes to insure that we care for our clients and partners in a timely, nimble, and efficient manner. She brings 20+ years of experience in strategy, operations, and business development in a variety of industries, including digital services, cleantech, blockchain and media services. Arthine is an advisor to cleantech companies in raising and deploying capital and in go-to-market planning,

 

 

 

as she is passionate about connecting emerging technology and capital systems to accelerate and amplify global access to clean water. She has an MBA from International Institute of Management Development (IMD), Lausanne, Switzerland and a BA in Economics from University of California, Davis. She is a veteran of the US Army Reserves.

SUZANNE ANDREWS
CONNECTIONS

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.

CHISOM ODOEMENE
CLIENT OPERATIONS

Chisom Odoemene leads Montcalm TCR account management, using her expertise in operational efficiency and customer engagement to create an optimal experience for clients at Montcalm. Previous to her work at Montcalm, Chisom spent eight years with the Trading/Operations team at Farallon Capital Management.

 

 

 

She is the founder of Her Footprints, a nonprofit organization that empowers young women of color through outdoor experiences. Chisom holds a BS in Finance from St. John’s University.

KYLE OVERMAN
ANALYST

With 5+ years of diverse experience in creating equitable and regenerative financial services business models, Kyle joins Montcalm TCR to develop investment and analysis strategies for fixed income and alternative investments. When not diving into Bloomberg or reading up on market drivers, he is helping with various projects to support client and business operations.

 

 

In his free time, Kyle is either learning to play piano, cooking Italian food, exercising, or learning about history of diseases and epidemiology. He holds a BS from University of Michigan and an MBA from Presidio Graduate School.

ALISA TANTRAPHOL
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 connecting clients with 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.

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Contact Us

 
Address

1083 Mission Street
Second Floor
San Francisco Ca 94103

Address 415.326.7650