Steven Levine is a Senior Managing Director and Wealth Manager at First Republic Investment Management.
Mr. Levine joined First Republic in 2018. He served as a financial advisor 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 have led to recognition on a number of industry rankings, including Forbes Top 250 Wealth Advisors (2017–2018) and Barron’s Top 100 Financial Advisors, on which he has ranked over 10 times, and consecutively from 2010 to 2018 — an honor that has led to him being named a Barron’s Hall of Fame Advisor in 2019. Most recently he was named as one of Barron’s Top 100 Independent Advisors in 2020.
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 of the University of Pennsylvania in 2003.
Wealth Management Experience: Since 1987
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