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

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Steven Soja

Wealth Manager, First Republic Investment Management
San Francisco
  • Wealth Management Experience Since 1995
    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.
  • 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 University of Vermont and an MBA in International Finance from New York University.
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