TRANSFORMING THE WORLD THROUGH CAPITAL FLOW
Holly Ruxin founded Montcalm in 2012 because she wanted to bring authenticity, sophistication, and heart into financial infrastructure and into people’s lives.
Holly had had a very successful career on Wall Street at Goldman Sachs, Bank of America, and Morgan Stanley for over 15 years. In 2008, during the market crash, she knew that Wall Street’s unbalanced focus on making money was at risk of bringing down the entire financial system.
Also in 2008, Holly’s five-year-old son started to lose his ability to talk and walk. Over time he lost all of his fine and gross motor skills. Holly took him to the best hospitals in San Francisco and around the country. No one could help, and Trevor remains undiagnosed. Holly knew that she couldn’t figure out why her son couldn’t walk. However, she did understand money and capital markets, so she thought about how she could work within the financial industry to ultimately repair our broken socio-economic systems.
Holly was looking for new ways to think about life. She began to rely more on her intuition and feminine wisdom. She learned about the power of being authentic and grounded and true, and started envisioning how to bring those values more deeply into business and into finance. From there, Holly discovered that in helping people manage their finances with sophisticated investment strategies, there was an opportunity to heal their complex relationships with their money.
This is the real reason Montcalm came into being – to create transformation in people’s lives by creating sustainable personal portfolios while helping people develop their relationships with their money. When money is unblocked on the individual level, there is an opportunity to release capital flow on a global scale.
We can flow the world’s abundant capital to where it is needed the most, starting with supporting the long-term sustainability of our clients and their families.