by Seb Wals | Apr 8, 2022
Natasha Kennedy brings over a decade of experience in global financial services to her work at Templar, spanning senior roles across both the buy and sell side. She began her career at Barclays Investment Bank, where she served as a Vice President in leveraged finance...
by Seb Wals | Apr 7, 2022
Michelle Margolin is the Business Manager of Templar’s North American team, based in NYC. Since joining the firm in October 2013, her role has expanded to include the oversight of all day-to-day operations as well as key financials. She plays a vital role in the...
by Seb Wals | Apr 7, 2022
Megan Philbin joined Templar in 2018 and advises a wide range of financial services firms on their investor and client communications. Her Templar clients include top-tier asset managers, global investment banks, and insurance companies. She has a particular focus on...
by Seb Wals | Apr 2, 2022
Marileen is an ICF accredited executive coach with 17+ years of Wall Street experience. She works with senior executives to help them establish their professional presence, increase their confidence, and navigate challenging transitions. Prior to coaching, Marileen...
by T3mpl4r4dv150r5 | Apr 2, 2022
Lindsey Larrabee is a former investment consultant. She combines over 12 years’ experience of building and managing client relationships – including at BNY Mellon and Oppenheimer Funds – with specialized expertise in financial psychology and behavioural finance....