Join us for
Money as an Energy: How to Align Money and Vision for Greater Wellbeing – Wellness Reboot Series
with Chris Mion and Holly Ruxin, CEO & Founder, Montcalm TCR
Many entrepreneurs are seeking capital but as you grow your business, are you seeking the right investors?
Chris Mion will lead an interactive discussion with Holly Ruxin, CEO & Founder of Montcalm TCR, on the value of bringing in the right investors, for the right reasons, that align with your purpose and your business’ overall success.
Learn how to use the energy of money to call in more of what you really want. Chris and Holly will discuss how to view money as a vehicle for mental, emotional, and physical wellbeing when spent and invested well.
About the Wellness Reboot Series
Wellbeing is at the heart of great performance. But it's also something we so often neglect or totally forget. This is especially true for entrepreneurs who feel pressured to deliver more than they ever imagined. The Wellbeing Reboot series helps entrepreneurs develop wellbeing in all areas of their lives in ways that fit easily with their own authenticity.
Holly Ruxin, CEO & Founder, Montcalm TCR
Holly Ruxin built her career in the global financial system investing client assets at some of Wall Street’s most powerful firms. Yet after decades of service and witnessing the misalignment of values that led to the financial crisis, Holly founded an innovative investment platform that blends expert investing and risk management with new economy sustainability and independent vision.
Holly is the CEO of Montcalm TCR (“Tools for Care and Renewal”), a San Francisco-based wealth management and capital markets trading firm. Montcalm serves as a guiding force for developing a better relationship with money and investing within a new global socio-economic model that supports the values, needs and goals of investors in the short and long-term through deep analysis of fundamentals, risk, and analytics.
Holly leads the firm based on the values of integrity, collaboration, engagement, and client sustainability.
For over twenty years, Holly managed client assets and led private client teams at Morgan Stanley, Montgomery Securities and Bank of America, and she began her investment career at Goldman Sachs in the fixed income derivatives arena.
Holly lives in San Francisco with her family. They all enjoy live music, hiking, golf, movies, and spending time in Tahoe.
Chris Mion is a strategist, consultant, and authenticity guide. She works with individuals and organizations to uncover the magic in what they do, and translate that magic into strategies for growth, communications, and actions that align with their highest ideals.
For companies, this means tapping into authenticity at all organizational levels to develop key messages that unify the organization -- and drive compelling, consistent content across channels. Chris helps private clients expand in the directions they want to go by helping them connect with their authenticity, and using it to develop wellbeing in all areas of life: work, relationships, health, mind, and spirit.
Previously, Chris co-founded a SaaS marketing agency, created technology-driven communication initiatives for start-ups and Global 500 clients alike, and developed commercial properties in urban infill settings.
The Nasdaq Entrepreneurial Center is a San Francisco-based non-profit that provides entrepreneurs with access to professional mentorship, classes taught by industry leaders, state-of-the-art media facilities, and events with high-profile thinkers.
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The Nasdaq Entrepreneurial Center is a San Francisco-based non-profit organization that supports entrepreneurs with education, inspiration, and connections—a trusted guide to help navigate the complex journey.
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