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Steven Soja

Wealth Manager, First Republic Investment Management

Northern California

Steven 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 career at Lehman Brothers in 1995.

Mr. Soja is currently a board member of Family House in San Francisco, California.

Mr. Soja received a Bachelor of Science degree in Business Administration from University of Vermont, and an MBA in International Finance from New York University. He holds the Certified Investment Management Analyst and Certified Private Wealth Advisor designations.

Wealth Management Experience: 25 Years

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