Steven Soja

Steven Soja

Wealth Manager, First Republic Investment Management
San Francisco
Steve Soja is a Managing Director and Wealth Manager at First Republic Investment Management. 

Mr. Soja joined First Republic in 2015, continuing a career of more than twenty years. Prior to joining First Republic, Mr. Soja spent nine years at Credit Suisse as a Director at Credit Suisse Private Bank USA. Prior to Credit Suisse, 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.  Prior related experience includes five years with a national real estate developer and two years of audit with an international investment bank.

Mr. Soja currently leads the investment committee and serves as a board member of Family House in San Francisco, California. 

Mr. Soja received a Bachelor of Science in Business Administration from University of Vermont, and an MBA in International Finance from New York University. He is a Certified Investment Management Analyst® designee and a Certified Private Wealth Advisor® professional. 

Wealth Management Experience: Since 1994

Check the background of this investment professional on FINRA's BrokerCheck.