Emmy Sobieski, CFA

senior research analyst

Emmy Sobieski, Senior Research Analyst, joined the firm in April 2013. She contributes to the investment team’s fundamental research process with her extensive investment experience and contacts covering the technology sector. Emmy works part-time and teams with CIO Catherine Nicholas on technology research coverage. She previously worked with CIO Catherine Nicholas at Nicholas-Applegate Capital Management (NACM) where she was a key contributor to NACM’s global research team as the research specialist for US mid-cap and Asian technology companies. Her subsequent investment experience includes serving as Vice President and Senior Director of Oppenheimer Funds where she provided research coverage for $6 billion in technology holdings for several strategies including mid cap and convertibles. Prior to Oppenheimer Funds, she was a senior analyst at Palantir Capital focusing on small- to mid- cap technology stocks. She began her investment career at Farmers Insurance as an analyst. Emmy is a member of the Economics Leadership Council at UCSD and a former partner of San Diego Social Venture Partners, a venture philanthropy organization. Emmy earned her B.A. in Economics from the University of California, San Diego, and her M.B.A. with an emphasis in Finance from the University of Southern California. Emmy has 23 years of investment experience and has earned the right to use the Chartered Financial Analyst designation.