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 2017 and Barron’s Top Advisors, on which he has ranked over 10 times, and consecutively from 2010-2018 — an honor that has led to him being named a Barron’s Hall of Fame advisor.
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
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