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 Certified 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 business development at BNY Mellon in their Wealth Solutions Group, working as an investment consultant across all UHNW client channels. Prior to this, she spent eight years at OppenheimerFunds in various roles, including investment sales, and assisting the build-out of the Private Bank, Bank Trust, & Family Office team, covering clients across the entire US region. She takes an innovative approach to both client development and the client experience in financial services.
Education and Certifications:
Lindsey completed her undergraduate education between Colorado State University and La Universidad Latinoamericana de Ciencia y Tecnología (ULACIT), in San José, Costa Rica. She has since graduated with both her MBA & MSc. in International Business (MSIB) with an emphasis in Negotiation at the University of Colorado, Denver. Most recently she has gone on to earn her Master’s Certificate degree in Financial Psychology & Behavioral Finance at Creighton University.
Lindsey also holds the Certified Private Wealth Advisor® (CPWA) designation, is a DiSC® Certified Human Workplace Behavior Consultant, and is an extensively trained Certified Consultant of Highlands Ability Battery assessment for career exploration and alignment. She is an Executive Circle member of the Financial Psychology Institute, a published, peer-reviewed research paper author in the Journal of Financial Planning and is a regular keynote speaker at accredited industry events, including Investment & Wealth Institute’s Behavioral Advisor Forum. Her languages include both English & conversational Spanish.
*Available as keynote conference and event speaker – please contact directly for further details.