Stephanie Sorg, MSF, CAIA, Chapter Executive

Senior Vice President, Consultant at Meketa Investment Group, Inc.
Stephanie Sorg

Stephanie Sorg is Senior Vice President, Consultant located in Meketa’s San Diego office, focusing majority of her time advising public pension, endowment, foundation and defined contribution clients regarding strategic asset allocation, portfolio construction and implementation, performance monitoring, investment policy development, manager research and Board education. In addition to the client responsibilities, Stephanie is a member of Meketa’s Private Equity Fund-of-funds and Secondaries teams focusing on manager research and firm/strategy diligence, client searches and annual performance monitoring.

Stephanie earned a Bachelor of Science in Finance, with honors, in 2015 from Santa Clara University, a Master of Science in Finance in 2016 from Santa Clara University. During her undergraduate career, she played for the Division I college soccer team at Santa Clara University, received the West Coast Conference All Academic Honorable Mention award in 2014, and gained work experience in the fields of investor relations, treasury, and commercial lending. Prior to joining the firm, Ms. Sorg worked as a financial services associate at LPL Financial. She holds the Chartered Alternative Investment Analyst (CAIA) designation, is a member of the CAIA Association®, and a member of the Women in Institutional Investments Network organization.