Karl R.S.  Engelmann

Karl R.S. Engelmann

Co-Founder | COO| CMO |FORMER BOARD CHAIR @ Sarmaya Partners

About

With over 32 years of experience in sales and marketing to RIA, institutional, and bank trust channels, I am a co-founder and chief operating officer at Sarmaya Partners, a boutique investment advisory firm that specializes in thematic concentrated strategies. As a board member of several organizations, I also have expertise in board search and administration, helping to identify and recruit diverse and qualified candidates for governance roles. I have a strong track record of developing and executing strategic plans, building and managing relationships, and delivering value to clients and stakeholders. I am passionate about creating impact and innovation in the investment industry, and I bring a global perspective and a collaborative approach to my work. As a leader at Sarmaya Partners, I am responsible for operations and business development. Working closely with the co-founder and chief investment officer, we provide customized and holistic solutions to our clients. I am not just looking for opportunities, but I am eager to leverage my skills and experience to significantly contribute to the growth and success of Sarmaya Partners and the organizations we serve.

Country

United States

City

San Antonio

Industry

Financial Services

Skill

Business Strategy, Team Building, Business Development, Budgeting, Business Analysis, New Business Development, Banking, Business Planning, Business Process Improvement, Contract Negotiation, Leadership Development, Data Analysis, Board Level, Board Administration, Board Search

Experience

Sarmaya Partners

Co-Founder | COO| CMO |FORMER BOARD CHAIR

Sarmaya Partners

LinkedIn
2024-1 - Present · 2 yrs 9 mos

Denver, CO

Easterseals Colorado

Former Board Member

Easterseals Colorado

LinkedIn
2020-3 - 2024-2 · 4 yrs

Colorado, United States

Angel Oak Capital Advisors, LLC

Senior Vice President RIA / Institutional

Angel Oak Capital Advisors, LLC

LinkedIn
2021-12 - 2023-3 · 1 yr 4 mos

United States

Sales and Marketing to RIA, Institutional and Bank Trust Channels.

TACT - Teaching the Autism Community Trades

Former Chairman Of The Board

TACT - Teaching the Autism Community Trades

LinkedIn
2019-12 - 2022-1 · 2 yrs 2 mos

Denver, Colorado, United States

Board Member 2019-2020 Board Chair 2020-2022

Rondure Global Advisors

Executive Director of Business Development and Client Service

Rondure Global Advisors

2020-10 - 2021-12 · 1 yr 3 mos

Salt Lake City, Utah, United States

Instream Water

Director Of Sales and Marketing

Instream Water

LinkedIn
2020-1 - 2020-10 · 10 mos

Golden, Colorado, United States

Sales and Marketing efforts for Instream Water. Focusing on host sites as well as client funding.

Cambiar Investors

Senior Vice President / Partner

Cambiar Investors

LinkedIn
2002-6 - 2019-9 · 17 yrs 4 mos

Denver, Colorado, United States

Karl Engelmann was formerly a Partner, and Senior Vice President of Sales and Client Service at Cambiar Investors, and has over 27 years of industry experience. In his role he was responsible for Institutional and Retail business development and client relations for Bank Trust, Large Pension Plans, RIA, Family Wealth, and within the Brokerage platforms. Prior to joining Cambiar in 2002, Karl was with INVESCO as a Vice President of Alliance Sales for the Southern Region. Prior to that Karl served as an Institutional Key Account Manager at AIM. Mr. Engelmann began his career Capstone Asset Management Company.

Karl R.S. Engelmann's Contact Information

Email

******@***.com

Phone

(**) *** ****

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