Meet Holly Ruxin

Holly Ruxin is a money healer and capital markets veteran who has spent her career at the intersection of financial mastery and human transformation. She began on Wall Street in fixed income derivatives at Goldman Sachs, then trading and managing assets at Morgan Stanley, Montgomery Securities, and Bank of America before founding Montcalm TCR, a San Francisco-based impact wealth management firm she has led for over a decade. Holly brings both the rigorous analytical precision of a seasoned capital markets professional and the grounded, intuitive presence of a spiritual guide, creating a rare and potent approach to wealth management.

Holly has been pushing the boundaries as to what is possible in the impact investing space since 2012. She has challenged the finance industry’s extractive focus by marrying portfolio growth with an investment philosophy based on healing interconnected systems such as climate, community development, and health and wellness.

A sought-after speaker and thought leader, Holly 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 and enjoys live music, hiking, movies, and spending time in Tahoe.

“We need to go beyond impact investing, to really engaging with the architecture of our financial freedom and creating new values systems that support and empower instead of exploit and extract.”