Holly Ruxin, founder and CEO of Montcalm, a full-service wealth management firm, is slated to speak at Well Defined’s debut Women in Leadership Summit on March 1, 2022, in Tustin, CA. Her session, Uncovering the Light in Money, will help attendees apply the natural laws of abundance to their own personal investing as well as that of their businesses.
Ruxin will reveal how to gain the confidence that comes with a smart investing strategy and help participants understand how and why they make the financial decisions they do. Some key takeaways include:
- How to apply the magic combination of masculine and feminine intelligence to your financial life
- Which tools can increase attraction by creating clarity
- Why what’s good for your investment portfolio is also good for the planet
Ruxin founded Montcalm in 2012 to provide wealth management services based on intelligent investing, authentic relationships, and integrity with the planet. She launched her investment career in fixed income derivatives sales at Goldman Sachs and proceeded to manage assets, lead private client teams, and trade at Morgan Stanley, Montgomery Securities, and Bank of America. During her time on Wall Street, Ruxin gained an understanding of how capital can be managed to help people and the planet and also where the financial system needs reworking.
In 2008, Ruxin’s five-year-old son began losing his motor skills, inspiring her to embark on a journey leading her to find new ways of being. Today, she is committed to transforming people’s lives by healing their relationship with money and showing them financial strategies that work on all levels.