Michelle Margolin

Michelle Margolin

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...
Megan Philbin

Megan Philbin

Megan Philbin brings 15+ years of Wall Street experience to Templar, the majority of that as a corporate bond trader and senior member of the Credit business at Lehman Brothers and Barclays. She works with a wide range of financial services clients advising them on...
Lindsey Larrabee

Lindsey Larrabee

Lindsey Larrabee joined Templar Advisors in 2019 as a consultant based in Denver. She brings a research-led, yet highly practical communications coaching angle based on her specialized expertise as a Financial Behavior Specialist® (FBS) and direct experience of...
James Compo

James Compo

James Compo has been training financial services professionals since 2013.  He combines a deep understanding of the banking environment with broad L&D expertise.  He joined from Citibank, where he was a Vice-President and Senior Learning Advisor on the L&D...
Hugo Williams

Hugo Williams

Hugo Williams joined Templar in 2010 to expand the firm’s presence in the US. Before moving to the US, Hugo spent 10 years in financial services in the City of London. He worked principally in Institutional Sales and Relationship roles. He has deep experience working...