Steven Levine

Steven Levine

Wealth Manager, First Republic Investment Management
Florida
Industry Accolades
  • Top 100 Financial Advisors
    Barron's, 2010-2018
  • Top Independent Advisors
    Barron's, 2020-2022
  • America’s Top Wealth Advisors
    Forbes, 2017-2018
  • Barron’s Hall of Fame Advisor
    Barron’s, 2019

Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For additional information on these ratings, click here.

Steven Levine

Wealth Manager, First Republic Investment Management
Florida
  • Wealth Management Experience Since 1987
    Steven Levine is a Senior Managing Director and Wealth Manager at First Republic Investment Management. Mr. Levine joined First Republic in 2018. He served as a financial advisor to wealthy families and institutional investors for over three decades. Prior to joining First Republic, he was a Managing Director at UBS PWM, which he joined in 2009 from Credit Suisse. Mr. Levine began his career at Smith Barney in 1987.
  • Community Involvement
    Active in his local community, Mr. Levine served on the Curtis School Board of Trustees for seven years. Mr. Levine currently serves as a National Trustee of the Boys and Girls Club of America.
  • Education
    Mr. Levine earned his bachelor's degree in Political Science from UCLA. He also completed the Wealth Advisor Program at NYU Stern School of Business in 2001 and the Investment Consultant Program at the Wharton School of the University of Pennsylvania in 2003.
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