About Montcalm

OUR STORY

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.

For 15 years, Holly’s successful career on Wall Street included influential roles at Goldman Sachs, Bank of America, and Morgan Stanley. 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 Ruxin founded Montcalm in 2012 because she wanted to bring authenticity, sophistication, and heart into financial infrastructure and into people’s lives.

After over 30 years on Wall Street, I realized there is a significant need for investing from a perspective of clarity and value. I founded Montcalm with the vision of unblocking capital flow, thus creating regenerative abundance for our investors and a more prosperous world overall.

- Holly Ruxin, founder & CEO

Our Team

Holly Ruxin

Founder & CEO

Holly founded Montcalm in 2012 to provide wealth management services based on intelligent investing, authentic relationships, and integrity with the planet. She oversees client relationships, portfolio asset allocation, and selection of Montcalm’s investment offerings. Holly guides individuals and families in actively engaging with their wealth according to their values, needs, and goals.

Holly began her investment career in fixed income derivatives sales at Goldman Sachs and proceeded to manage assets, lead private client teams, and trade at Morgan Stanley, Montgomery Securities, and Bank of America. Holly is also the Founder of Trevor TCR, a foundation established to award philanthropic grants to support health, education, enterprise, and the arts, all necessary cornerstones of healthy, successful communities. She has an MBA in Finance from Columbia University and a BA in Economics from the University of Michigan. She lives in San Francisco with her family. They all enjoy live music, hiking, movies, and spending time in Tahoe.

Holly Ruxin was recognized in 2020 as a World Changing Woman in Conscious Business by Conscious Company Media.

David Ruxin

PORTFOLIO MANAGER

As portfolio manager, David’s focus is on propelling systemic change in our capital markets through exemplary, thoughtful, and responsible investing on behalf of Montcalm clients. He is responsible for executing Montcalm’s public security strategies and managing all investments in client portfolios in tandem with Holly’s wealth management advisory. He takes pride in investing portfolios based on real, fundamental analysis and assisting clients in building and sustaining wealth that they actively engage with, understand, and feel good about. David has extensive experience in financial planning and analysis at economic justice and mental health organizations which, in conjunction with his educational background in public policy, jump started his passion for shifting the paradigm away from societal improvement being seen as a charitable burden and towards being understood as a fundamental component of financial success and sustainability.

David holds a BA from the Frank Batten School of Leadership and Public Policy at the University of Virginia where he concentrated his studies on social entrepreneurship and public-private partnerships. David enjoys time on the golf course, a good work of fiction, and constant learning.

Jessica Beltman

Operations Manager

Jessica manages Montcalm’s administrative and investment operations, ensuring clients’ immediate needs are met and enabling the rest of the team to provide the best service possible. Her experience prior to Montcalm spans ten years in the financial services industry, including roles in operations at a fintech startup and in special projects at nonprofits such as Kiva, the Maasai Migrants Project, and the Chijnaya Foundation. Jessica holds an MA in Anthropology with a focus on film and Maasai women’s educational empowerment, from San Francisco State University, and she received her BA in Mass Communications with a focus on photojournalism and graphic design from the University of South Carolina. In her spare time, Jessica enjoys hiking, traveling to learn about different cultures, and dining out with friends.

Stephanie Bonham

Private Markets and Impact Strategist

Stephanie manages Montcalm’s impact strategy and private investment pipeline development through rigorous analysis and comprehensive due diligence, investment facilitation and reporting, community building, and thought leadership in the impact investment arena. She utilizes her accumulated expertise to provide clients with best-in-class impact investment opportunities and further Montcalm’s mission of nudging capital markets and all its participants to be in the right relationship with the world at large. She is committed to holding clients wellbeing as the first line of positive impact by facilitating investments that do not sacrifice on returns and financial sustainability while aligning portfolios with compassion for people and planet.

Stephanie’s experience prior to joining Montcalm includes time in the tech industry, management consulting at Deloitte, and work in international development. She holds a BA in Political Science from UC Davis and an MSc in Management with a focus in Finance from the London School of Economics. It was through her work in East Africa and her master’s dissertation research that Stephanie developed her passion for sustainable agriculture and equitable impact investing. During her time off, Stephanie enjoys cooking, hiking, reading, and travel.