Montcalm is pleased to welcome the newest member of our team, David Ruxin, who joins us as Client Operations Associate.
David comes to Montcalm with extensive experience in corporate finance at economic justice and mental health organizations. This professional experience, in conjunction with his educational background in public policy, shapes his passion for improving the world in a financially sustainable way.
We conducted a nationwide search for this position, and David rose to the top due to his background and deep personal commitment to the mission of Montcalm. David is the cousin of Holly’s husband, so she has known him for a long time, and has seen his character first-hand.
As Client Operations Associate, David will manage client requests, execute trades, and provide all operations for the management of client portfolios. Once his training with Lucas Fioretti is complete, David will be the first line for your money management needs. He has broad and varied experience collaborating with stakeholders, and we know you will appreciate his customer service orientation.
We are thrilled to be growing as a firm and to be bringing on a new team member to help us invest your money for the best possible benefit for you, your family, and the planet.