Montcalm
Montcalm is a San Francisco-based wealth management and capital markets trading firm that blends expert investing with new economy sustainability and independent vision. Montcalm guides clients to engage with their wealth. The firm provides expert investment advice and intelligent risk management that supports the values, needs and goals of clients in the short and long-term, while facilitating a holistic trading flow in impactful investments. Montcalm is a Certified B Corporation.
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Verified contacts
9
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
47
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- DR
David Ruxin
Portfolio Manager · Finance & Accounting
EmailPhone - JB
Jessica Beltman
Operations Manager · Operations
EmailPhone - SB
Stephanie Bonham
() · Other
EmailPhone - DR
David Ruxin
Portfolio Manager · Finance & Accounting
EmailPhone
Showing 4 of 9 verified contacts
Top roles at Montcalm
6 distinct titles indexed · top 6 shown.
- 2portfolio manager
- 1()
- 1inspetor de qualidade
- 1mecânico ajustador
- 1operations manager
- 1supervisor
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