Steven Soja

Steve Soja is a Senior Managing Director and Wealth Manager with First Republic Investment Management. Mr. Soja joined First Republic in 2015, continuing a career spanning nearly three decades in wealth management. He and his team develop comprehensive investment solutions designed to meet the unique needs of their clientele. Mr. Soja has a particular proficiency with pre- and post-liquidity planning, concentrated stock management and diversification, alternative investments as well as asset allocation and manager selection. Prior to joining First Republic, Mr. Soja spent nine years as a Director at Credit Suisse Private Bank. Prior, Mr. Soja was Managing Director at Bank of America Private Bank and a Senior Vice President at Wells Fargo Private Bank. He began his investment management career at Lehman Brothers in 1995. His commitment to his clients has led him to recognition as a top wealth advisor in California by Forbes from 2018 to 2022 and by Barron’s in 2022.

Active in his local community, Mr. Soja currently leads the investment committee and serves as a board member of Family House in San Francisco, California.

He is a Certified Investment Management Analyst® designee and a Certified Private Wealth Advisor® professional.

Mr. Soja earned his Bachelor of Science in Business Administration from University of Vermont and an MBA in International Finance from New York University.