Stephanie Sorg, CAIA

Managing Principal / Consultant

San Diego

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.

  • Investment consulting
  • 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.

    My goal each day...

    is to bring impactful investment insight into every client engagement and elevate the customized solutions we provide to each relationship.