Steve Soja

Mr. Steven J.
Soja is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Senior Managing Director of the firm.
He and his team develop comprehensive investment solutions designed to meet the unique needs of their clientele.
Mr. Soja has a particular proficiency with pre- and post-liquidity planning, concentrated stock management and diversification, alternative investments as well as asset allocation and manager selection.
Moreover, he currently leads the investment committee and serves as a board member of Family House in San Francisco, California.
Prior to joining First Republic, Mr. Soja spent nine years as a Director at Credit Suisse Private Bank.
Before that, he 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.
Related experience includes five years with a national real estate developer and two years of audit with an international investment bank.
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.