New York
Julien D’Auria
Prior to joining Templar, Julien worked for ScotiaBank, selling structured products for the Global Equity Derivatives Group. Before that, he traded equity securities and futures at Chimera Securities and at Lightspeed Trading, two New York-based brokerages. As a former sales agent and equity trader, Julien has become an experienced negotiator involved in complex multi-party and […]
Charles Garnett
Charles joined Templar in 2009 to build the firm’s presence in the US. The bulk of his career is in financial services, including ten years with Cazenove & Co., then the UK’s leading investment bank, in London, Johannesburg and New York. He has deep experience of investor roadshows and has worked with clients ranging from […]
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 building and managing client relationships across all channels since 2007. Most recently, Lindsey spent four years in […]
Michelle Margolin
Michelle joined Templar’s New York office in October 2013 to manage our administrative and financial functions. Prior to joining Templar, she oversaw product logistics at a leading supplier of branded merchandise to a major global resorts company. Her role included planning, coordinating and scheduling inventory to maximize working capital efficiency. Earlier, Michelle served eight years […]
Carolina Perez Sanz
Carolina Perez Sanz joined Templar in 2017, bringing with her 20 years of diverse, international experience as a communications consultant. At her own Madrid-based consulting firm, she helped clients polish their message, delivery, and executive presence across a broad range of industries and situations. Her expertise includes sales pitches, annual meetings, layoff announcements, spokespersons training […]
Megan Philbin
Megan Philbin joined Templar in 2017 and in her role as a Boston-based consultant she works with a wide range of financial services clients. She advises groups and individuals at top-tier asset managers, global investment banks, law firms, insurance companies as well as private debt and equity managers across the communications spectrum. In this capacity, […]
Shelia Plaisance
Shelia Plaisance joined Templar following a 17-year global career at UBS in revenue, non-revenue and human capital roles. Shelia brings experience across asset management, investment banking, private wealth, finance and risk, allied to an extensive coaching and talent development background. Shelia’s clients include HSBC, UBS, Gabelli Investments, HPS Partners and Schwarzman Scholars in addition to […]
David Rush
David brings extensive experience across the financial industry including positions at Greenwich Associates, Bear Stearns, JPMorgan Chase and Bank of China. David developed expertise and broad product/market knowledge across the fixed income space (mortgage backed securities, interest rates, derivatives and fx). More recently he directed his career towards risk management with specific focus on reputation, […]
