About Montcalm. Montcalm is a wealth management firm devoted to aligning money, purpose, and humanity. We partner with clients who want their financial lives to reflect clarity, intention, and freedom, and we steward capital in ways that support both personal well-being and broader regeneration. Our investment approach is rooted in deep engagement, rigorous analysis, and a commitment to building offerings that serve clients and the world with int...
Job Description. What is the opportunity. Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future. You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor client activity and performance, communicate investment strategy, and gather informa...
Who We Are. Culdesac is a real estate developer and neighborhood manager of walkable, mixed-use communities designed to embrace a culture of belonging, transportation freedom, and thriving local businesses. We built Culdesac Tempe, the first car-free community built from scratch in the US. Located directly on the light rail in Tempe, Arizona, it is already home to over 350 residents and 23 local businesses, and it will have 1000 residents at comp...
Firm Description. Founded in 2001, Partners Capital is a Global Investment Office acting for distinguished endowments and foundations, senior investment professionals and prominent families across the globe. With $60B in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes. Clients ...
About Ames Watson. Ames Watson is a privately held, permanent capital holding company that purchases, transforms and partners with middle market companies to create long term value. Our strategy is based on bringing more than just capital to a company. We bring know-how, problem solving, deep resources and experience to grow companies and move them past “inflection points.” Ames Watson has committed capital and evaluates hundreds of new M&A oppor...
