Holly Ziegel Ruxin

At-a-Glance

CEO & Founder of Montcalm TCR
Founded Montcalm TCR, a Certified B Corp wealth management firm
Founded Montcalm Capital, a new economy investment firm
Founded Trevor TCR, a non-profit that helps communities thrive by supporting culture, the arts, and the individual
Held executive and senior roles at Morgan Stanley, Bank Of America, and Goldman Sachs

Biography

Holly Ziegel Ruxin is the CEO and Founder of Montcalm TCR, a Certified B Corp wealth management firm. She also founded Montcalm Capital, which operates as a new economy investment firm. Additionally, Holly is the founder of Trevor TCR, a non-profit organization dedicated to helping communities thrive by supporting culture, the arts, and individuals.

Her career history includes significant roles at major financial institutions.