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Robin Engelson Email Robin Engelson

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Our Managing Partner, Robin Engelson, founded Sapphire Financial in 2003 and has over 30 years of capital raising and lending experience across multiple industries. Her clients have included private and publicly held middle market companies, independent sponsors, management teams, family offices and private equity and debt funds. Concurrent with the founding Sapphire, she also embarked on a 13-year affiliation with Lazard Ltd on both an in-house and outsourced basis, executing private placements and sourcing debt for sell-side M&A transactions. From 2007 to 2011, she was Managing Director and Head of Private Placements for Lazard's Middle Market Advisory practice (NYSE:LAZ).

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:AMP), Medica Health Plans (a $2bn 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 recognized as one of the Most Influential Women in Middle Market M&A in 2018 and 2017 by Mergers and Acquisitions magazine, the trade journal for her industry. She was previously named as one of the Top Women in Business and one of the Top Women in 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 at the University of Michigan where she graduated Phi Beta Kappa with High Honors from the Honors Program.

Ms. Engelson is a Registered Representative of and Securities Products are offered through BA Securities, LLC
Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W. Conshohocken, PA 19428
Member FINRA SIPC • Sapphire Financial Group, LLC is a separate entity from BA Securities, LLC
Sapphire Financial Group, LLC and BA Securities, LLC are not affiliated entities