SAN FRANCISCO (PRWEB) September 16, 2019
Montcalm is pleased to announce that David Shantz has joined the firm as Chief Growth Officer for Montcalm’s suite of businesses. In his role, he will work to expand Montcalm’s investor and client community and build out the flexible capital ecosystem needed to bring vitality to investors, clients, companies, communities, and the planet.
David Shantz brings extensive experience in impact investing from a wide variety of perspectives, including retail impact investing, syndication, and ESG fund management.
“I am beyond excited to join the Montcalm team,” says David Shantz. “At Montcalm, I will be able to take the next step in my passion to change the narrative around what money can do and redefine how people look at capital and capital markets. Montcalm is creating innovative models that are authentically impactful and truly win-win across the board. They are leading a new, elevated conversation in finance innovation. This role is an exciting culmination of my experiences thus far.”
According to Holly Ruxin, Montcalm CEO and Founder, “Montcalm has a commitment to be of value to our clients with the highest level of service and successful investments and flow the world’s abundant capital to where it will create the most vitality and sustainability. David has an unwavering focus on growth and service in all of its forms. This combination will catalyze exponential growth in the difference we can make as a firm.”
Previously, David Shantz was Director of Advisor Relations at Calvert Impact Capital, where he had the opportunity to facilitate deployment of significant private investor capital into underserved communities. His previous experience includes roles in multiple finance firms, including Merrill Lynch, Ameriprise Financial, and Advisorshares. He has deep experience in wealth management, field training, and retail sales.
Montcalm is a family of innovation companies building finance infrastructure to empower vitality for people, communities, companies, and the planet. Montcalm TCR was founded in 2012 by Holly Ruxin, to offer holistic private wealth management emphasizing authentic relationships and sophisticated investing. Montcalm Capital creates lucrative opportunities for everyday investors while meeting financing needs for revenue-generating companies solving critical global challenges. Trevor TCR, Montcalm’s foundation, enables economic empowerment through health, education, and finance innovation.