Templar Advisors is pleased to announce the appointment of Shelia Plaisance to the New York office. Shelia spent 17 years at UBS working across asset management, investment banking, private wealth, finance and risk.
Shelia’s appointment underlines a period of growth for the business with the recruitment of David Rush and Megan Philbin earlier this year.
Commenting on the appointment, North America director, Charles Garnett, said: “We are delighted to welcome Shelia to the team. Her experience across a wide range of banking functions will drive great value for our clients.”
Shelia will deliver the regular suite of Templar products, underpinned by extensive experience in coaching and development.
Most recently, Shelia led UBS’ cross-divisional business partnering platform, which saw over 3,000 employees attend the program globally since its inception in 2016.
On her appointment, Shelia said: “I’m excited to join Templar and to be part of a team that supports our clients with an even wider range of experience and skills to help them achieve greater success.”