Credit Suisse Portfolio Manager Joins First Republic

First Republic, December 7, 2015

First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that Steve Soja has joined First Republic as Managing Director and Portfolio Manager.

Soja, who has 28 years of investment management experience, will be located in First Republic’s private banking and wealth management office in downtown San Francisco. Soja has extensive experience developing comprehensive wealth management solutions for high net worth individuals, families and private foundations.

Soja is the latest portfolio manager to join First Republic Private Wealth Management. In the past six months, five highly experienced advisor teams have joined First Republic, and on October 1, First Republic completed the acquisition of Constellation Wealth Advisors. First Republic is continuing to build its wealth management business through organic growth, strategic acquisitions and the hiring of new teams.

“Steve Soja is a very accomplished portfolio manager with a long history of helping clients grow and preserve their wealth,” said Katherine August-deWilde, President of First Republic Bank. “Like other investment professionals selecting First Republic, Steve recognizes the value of working with an organization that delivers exceptional service, objective advice and a full range of solutions to their clients.”

Prior to First Republic, Soja worked for Credit Suisse Private Bank in San Francisco for nine years and managed a team of eight investment professionals. Earlier in his career, he worked at Bank of America Private Bank, Wells Fargo Private Bank and Lehman Brothers. Soja earned an MBA from New York University and a Bachelor of Science degree from the University of Vermont. He holds the Certified Investment Management Analyst (CIMA) and the Chartered Private Wealth Advisor (CPWA) designations. Soja serves on the Board of Directors for Family House in San Francisco.

About First Republic Bank

Founded in 1985, First Republic and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services.  First Republic specializes in delivering exceptional, relationship-based service, with a solid commitment to responsiveness and action.  Services are offered through preferred banking or wealth management offices primarily in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, San Diego, Portland, Boston, Palm Beach, Greenwich and New York City.  First Republic offers a complete line of banking products for individuals and businesses, including deposit services, as well as residential, commercial and personal loans.  For more information, visit


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