We believe great work begins with a great team

FOUNDER & CEO

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.

SENIOR PRIVATE INVESTMENTS ASSOCIATE

Meredith Albion recently joined Montcalm as a Senior Private Investment Associate, where she focuses on sourcing, evaluating, and developing investment opportunities across private asset classes. She leads due diligence on impact‑focused funds for the Montcalm platform, ensuring clients have access to thoughtfully researched and mission‑aligned investment options. Meredith also contributes to the design and development of new investment structures and offerings across the firm. She brings eight years of experience in financial services spanning investment research and business development. Prior to Montcalm, Meredith served as a fixed income research analyst at Eagle Asset Management, specializing in corporate credit analysis. She has also held roles in fixed income valuation at PwC and in market research at Fitch Ratings.
Meredith holds a BA in Finance from Florida State University and an MBA from the UC-Berkeley Haas School of Business with a focus on Finance and Sustainability. Outside of work, she enjoys playing tennis, hiking, getting lost in a good book, and attending live music concerts.

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.

Chief of Staff

Heather acts as a strategic advisor and implementation manager for Montcalm’s core projects and initiatives, ranging from partnership development to conference planning. She was the founding employee of B Lab, the nonprofit that certifies B Corporations, and supported its growth from startup into a $10M nonprofit with 100+ employees and six sister entities. After B Lab she worked in product management at a healthcare technology company and then in investor relations at rePlant Capital, financing transitions to regenerative agriculture at scale. She has served on the Untours Foundation board for over a decade providing strategic guidance at various positions in the Executive Committee. The Foundation invests directly into leading-edge social enterprises and drives transitions of foundation endowments into mission-aligned portfolios.
A strong believer in the power of collaboration and education, Heather is currently engaged in salmon restoration work in the McCloud River Valley and the launch of the new two-year Jubilee College. She holds an MBA from Quantic School of Business and Technology and a BA in Religion from Amherst College.

ADVISOR, BUSINESS/ESTATE STRATEGY, tax & insurance

Brandon is a dynamic financial guide and educator dedicated to helping individuals navigate the complexities of trusts, strategic business entities, tax minimization, and what he calls “venture philanthropy.” His rich 20 year career as a financial services professional helps him to leverage our current financial system to maximize their outcomes, couple that with his abundance mindset and compassion and you get a perspective that is rare in the industry. Brandon’s primary objective is to bring excitement and fun back into money by aligning wealth with clients’ unique personal values and helping them to focus on building a legacy of positive impact. His tailored approach empowers clients to achieve true financial independence while making a meaningful difference in their families & communities.