Holly Ruxin serves as the Founder and CEO of Montcalm, a distinguished wealth management firm renowned for its fusion of astute investing practices with a commitment to both individual autonomy and environmental stewardship. Drawing upon her extensive background in risk management gleaned from her tenure on Wall Street, Holly pioneers an investing ethos that harmonizes her clients' financial aspirations with their personal values, empowering them to pursue tailored and innovative strategies.

Ms. Ruxin commenced her career at Goldman Sachs in fixed income derivatives sales, subsequently traversing a multifaceted trajectory that encompassed asset management, leadership of private client teams, and trading roles at prestigious institutions such as Morgan Stanley, Montgomery Securities, Bank of America, and Goldman Sachs.

More than a financial luminary, Holly has emerged as a catalyst for fostering meaningful connections and driving societal progress. She has been instrumental in convening erudite individuals for transformative dialogues that propel collective advancement. Additionally, Holly is the visionary force behind Trevor TCR, a foundation dedicated to awarding philanthropic grants that bolster initiatives in healthcare, education, entrepreneurship, and the arts.

Education-wise, Holly holds an MBA in Finance from Columbia University and a BA in Economics from the University of Michigan.