Architecture of Freedom
The architecture of freedom, a concept rooted in ancient wisdom and woven into the work of Montcalm TCR, refers to the structure you create in your life that empowers you to live without restriction. Creating this structure requires directing discipline, respect, and attention to the quantitative and qualitative aspects of your life in equal measure. In doing so, we believe you can construct an environment that allows you to thrive in any facet imaginable, including your relationships, personal well-being, business ventures, and finances.
This site is dedicated to offering you the transformative conferences, retreats, conversations, and events that can support you on your journey to becoming your greatest self.
Conscious Conversations
AND WHY THEY MATTER
A conscious conversation is one that is aware of everything that is surrounding us and brings it into the conversation. It is a conversation that has permission to break out of programming and explore all aspects of a topic. We believe that having conscious conversations around your wealth, finances, and business gives you permission to think differently and to thus expand and succeed in ways you thought weren’t even possible. We are dedicated to hosting these conversations and creating events that allow us to expand into the biggest and best version of ourselves and what we can create.
Meet Holly Ruxin, Founder
Holly founded Montcalm in 2012 to provide wealth management services based on intelligent investing, empowerment, and integrity. As Montcalm's CEO, she oversees the strategic direction and success of the firm, focusing particularly on client relationships, portfolio asset allocation, and the selection of Montcalm’s investment offerings.
After beginning her investment career in fixed income derivatives sales at Goldman Sachs, she proceeded to manage assets, lead private client teams, and trade at Morgan Stanley, Montgomery Securities, and Bank of America. In 2015, she founded Trevor TCR, a foundation established to award philanthropic grants to organizations supporting health, education, enterprise, and the arts, all necessary cornerstones of healthy, successful communities.
Holly's intelligent, values-driven approach to business and finance earned her recognition as a World Changing Woman in Conscious Business by Conscious Company Media in 2022.
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.
UPCOMING EVENTS
Elevate your financial well-being to a place of empowerment and freedom.
September 17, 2024
New York, NY
Join in community to co-create the next level of business and finance.
November 7, 2024
The Presidio / San Francisco