Stephanie strives to deliver excellent service and guidance to her clients through deep analyses on all aspects of institutional investing. She also spends time meeting with private equity fund-of-funds and secondaries managers to help the firm source exceptional investment opportunities for its clients.
Stephanie Sorg, CAIA
Managing Principal / Consultant
San Diego
Joined Meketa in 2017
Previous role:
- LPL Financial, Client Service Associate
- BS, Santa Clara University
- MSF, Santa Clara University
- CAIA Charterholder
- CAIA Southwest Executive Board Member
- Member, Women in Institutional Investments Network (WIIIN)
Outside of work, Stephanie likes to spend her time attempting to relive her collegiate soccer days, supporting her hometown San Jose Sharks NHL hockey team and enjoying all of the outdoor activities that San Diego has to offer.