Daniel J. White

Daniel J. White

Wealth Manager, First Republic Investment Management
Los Angeles
Industry Accolades
  • Best-In-State Wealth Advisors
    Forbes, 2020, 2023
  • Top Advisor Rankings by State
    Barron's, 2018
  • Best-in-State Wealth Management Teams
    Forbes, 2023

The Forbes ranking is compiled by SHOOK Research and awarded annually in April based on information from a 12-month period ending June of the prior year.

The Barron's ranking is awarded annually in March and is based on information from the prior year Q3.

Daniel J. White

Wealth Manager, First Republic Investment Management
Los Angeles
  • Wealth Management Experience Since 1992
    Daniel White is a Managing Director and Wealth Manager with First Republic Investment Management. Mr. White joined First Republic in 2020. Prior to joining First Republic, Mr. White was a Managing Director and Private Wealth Advisor with Merrill Lynch Private Wealth Management, which he joined in 1996. He provides wealth management services, including estate planning, asset allocation, and equity and fixed income management, to multigenerational families and institutions.
  • Education
    Mr. White is a graduate of Centenary College.
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