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
    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.
Email me
Check the background of the firm and its investment professionals on .

Team Connections