Steven Soja

Steven Soja

Wealth Manager, First Republic Investment Management
San Francisco
Industry Accolades
  • Top Advisor Rankings by State
    Forbes, 2018-2022
  • Top Advisor Rankings by State
    Barron's, 2022

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 Soja

Wealth Manager, First Republic Investment Management
San Francisco
  • Wealth Management Experience Since 1995
    Mr. Soja joined First Republic in 2015, continuing a career of more than twenty-five years in wealth management. He and his team help clients and their families by providing tailored services designed to meet their unique needs. Mr. Soja has a particular proficiency with concentrated stock management and diversification, pre- and post-liquidity planning, 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. Related experience includes five years with a national real estate developer and two years of audit with an international investment bank.
  • Community Involvement
    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.
  • Professional Designation
    He is a Certified Investment Management Analyst® designee and a Certified Private Wealth Advisor® professional.
  • Education
    Mr. Soja earned his Bachelor of Science in Business Administration from the University of Vermont and an MBA in International Finance from New York University.
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