Founder & CEO, Montcalm TCR
Holly stewards Montcalm, a certified B Corp, in the blending of expert investing with new economy sustainability and independent vision. In her private client management business, Holly and her team work to guide clients to engage with their wealth by providing services that support their values, needs, and goals in the short and long term, while facilitating a holistic trading flow in impactful and sustainable investments. On the innovative financing side, Holly and her team work with companies and infrastructure projects to bring capital to the market in a collaborative win/win equation where everyone benefits. For over twenty years, Holly has managed client assets, led private client teams, and traded in capital markets at Morgan Stanley, Montgomery Securities, Bank of America, and Goldman Sachs. Holly uses her extensive experience and expertise to create an innovative financial services model that raises capital in a collaborative fashion, customizes client investment portfolios, and creates financial sustainability within an overall better economic system for all.