Robin Engelson

Founder & Executive VP Finance

Robin Engelson is Executive Vice President-Finance and a co-founder of Kterio, chairing the audit and finance committees of the board. She is also Founder and Managing Partner of Sapphire Financial, a boutique investment banking firm which raises both debt and equity capital for companies owned or being purchased by family offices, management teams, independent sponsors, and private equity and debt funds.  Ms. Engelson has over 35 years of capital raising and lending experience across multiple industries and holds FINRA series 7, 79, 63 and 24 licenses.  She has advised on transactions totaling more than $12bn across a variety of industries.

Concurrent with the founding Sapphire in 2003, she also embarked on a 13-year affiliation with Lazard Ltd (NYSE:LAZ), serving as Managing Director and Head of its North American Middle Market Private Placement practice on both an in-house and outsourced basis, executing private placements and sourcing debt for sell-side M&A transactions.  Prior to her career in investment banking, Ms. Engelson spent nearly 20 years in senior management lending positions at GE Capital and The Bank of New York Mellon. She serves or has served on several boards, including Ameriprise Bank, a subsidiary of Ameriprise Financial, Inc. (NYSE: AMPF), Medica Health Plans (a $4bn revenue insurance company), The Minnesota State Board of Accountancy, and the boards or advisory boards of various private equity firms and non-profit entities.

Ms. Engelson was twice named as one of the 35 Most Influential Women in US Middle Market M&A by Mergers and Acquisitions magazine, as one of the Top 25 Women in MN Business and one of the Top Women in MN Finance by The Minneapolis St. Paul Business Journal and Minnesota’s Finance and Commerce publications.

Ms. Engelson received a Master of Business Administration from the Anderson Graduate School of Management at UCLA and a BA in Economics from the University of Michigan.

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