Steven Levine is a Managing Director and Wealth Manager at First Republic Investment Management.
Mr. Levine joined First Republic in 2018. Mr. Levine served as a financial adviser 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.
His work and dedication has led to recognition on a number of industry rankings, including Forbes’ America’s Top Wealth Managers in 2018 and 20171 and Barron’s Top Advisors, on which he has ranked over 10 times, and consecutively from 2010-20182 — an honor that has led to him being named a Barron’s Hall of Fame advisor.3
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 at the University of Pennsylvania in 2003.
Wealth Management Experience: Since 1987
1Forbes ranking is based on the opinions of SHOOK Research, LLC. Advisors are ranked on quality of practice including client retention, industry experience, assets under management, revenue generated for their firms, and other quantitative criteria. Investment performance is not a criteria. SHOOK Research, LLC, does not receive compensation from the advisors or their firms in exchange for placement on a ranking.
2The Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. This ranking does not predict or rate any client’s investment outcomes, nor does it predict any potential investment outcomes. Data used for the Barron’s rankings is provided by the surveyed. Investment Advisors. Advisors who did not participate in the survey are not ranked.
3 To become a Barron's Hall of Fame advisor, candidates must place on one of the publication's industry-leader rankings for at least 10 years: Barron's Top 100 Financial Advisors or Barron's Top 100 Independent Advisors.
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