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.
United States
San Antonio
Financial Services
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

Executive Director of Business Development and Client Service
Rondure Global Advisors
Salt Lake City, Utah, United States

Senior Vice President / Partner
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
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