Awards and Industry Recognition

Barron's

Top 1,200 Financial Advisors
2023 • 2022 • 2021

Forbes

America's Top Wealth Advisors
2019
Top Wealth Advisors Best-In-State
2023 • 2022 • 2021 • 2020 • 2018
Top Wealth Management Teams Best-In-State
2023

About Steve

Steve Soja is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

As the founding partner of The Soja West Group, Steve provides steady counsel and far-reaching advice to an accomplished clientele, helping them manage the complexities that significant wealth may pose. A reliable presence in clients' lives, Steve leads a high-performing team that offers a differentiated level of strategy and service, intent on building long-term relationships founded on trust.

Steve appreciates that clients are inspired by meaningful goals: the well-being of their loved ones, the financial security of their families, and the fulfilment that comes from lives of purpose and generosity. He and his team have shepherded these priorities for many years, forging a bespoke path for each person or family. A natural connector of people and ideas, Steve encourages open dialogue, helping clients identify issues—both known and unknown—that require coordinated planning and disciplined follow-through. He points to his team's consistent planning and investment as key drivers of client value—ones that help people gain clarity over their financial affairs. Several of Steve's areas of focus within investment management include financial planning, asset allocation that incorporates alternative and private investments, generational wealth planning and family engagement, and restricted equity and options.

With more than three decades of wealth management experience, Steve offers the knowledge and perspective to help ultra-high-net-worth clients deploy their wealth with greater forethought and care. Prior to joining J.P. Morgan Wealth Management, he was a Senior Managing Director and Wealth Manager with First Republic Investment Management, where he served for more than seven years. Previously, Steve spent nine years as a Director at Credit Suisse Private Bank. His career also includes tenures with Bank of America Private Bank, where he was a Managing Director; Wells Fargo Private Bank, where he was a Senior Vice President; and Lehman Brothers, where he began his investment career in 1995. Earlier, Steve gained valuable experience in both corporate audit and real estate.

Steve earned his B.S.B.A. from the University of Vermont and his M.B.A. in International Finance from New York University. He holds the Certified Investment Management Analyst®designation and the Certified Private Wealth Advisor®designation.

Committed to giving back, Steve leads the investment committee and serves as a board member of Family House in San Francisco—a nonprofit organization that provides temporary housing to families of seriously ill children undergoing treatment at Benioff Children's Hospital. A long-time supporter, Steve has been active with the organization since 2010.

Steve and his wife, Julie, live in Marin County and have three adult daughters.

Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.

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