About Chris Margolin

Chris has coached more than 100 financial executives. He has the insight and experience that come from working with high performers who have various styles, approaches, team dynamics, and values. Chris’s ability to help each client step back and develop a comprehensive view of his or her practice has led to his success as a coach, and to the success of his clients.

Chris was born and raised in New York. In 1993, while attending Pace University, he established a publishing company producing college publications and eventually an arts and entertainment monthly, In Magazine. After college, expansion of that venture took him to Boston and back to New York, where his publishing firm was acquired by a larger company.

In 1998, Chris entered the financial industry as an advisor at PaineWebber. He enjoyed a successful career—due in no small part to working with an executive coach. Intrigued by his first taste of formal coaching, Chris started coaching new financial advisors himself and discovered that he had a passion and unique ability for the development of others. He became a frequent speaker on business strategy, client acquisition, and self-motivation. In 2005, after reaching and maintaining club-level at UBS Financial Services, Chris left to pursue executive coaching full time. Three years later, he returned to UBS as an internal coach—where he coached dozens of the firm’s top performers, including financial advisors, branch managers, product specialists, and regional managers. Chris departed UBS and returned to the development of his private practice in the summer of 2009.

Chris is a member of the International Coaching Federation and a student of the International Coaching Academy. He lives in Florida with his wife Jessica and their son Jackson.