Jason O'Brien
Wealth Manager, First Republic Investment Management
Florida
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Industry Accolades
- Best-In-State Wealth AdvisorsForbes, 2019
- Top Next-Gen Wealth AdvisorsForbes, 2018
- Top 50 Private Wealth Management TeamsBarron's, 2019
- Best-in-State Wealth Management TeamsForbes, 2023
Forbes/SHOOK Top Wealth Advisors Best-In State (09/10/19). Data as of 03/31/19. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Forbes/SHOOK Top Next-Gen Wealth Advisors (07/25/18). Data as of 03/31/18. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Barron's Top 50 Private Wealth Management Teams (04/22/19, data as of 12/31/18). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Forbes/SHOOK Top Wealth Management Teams Best-In-State (1/12/23). Data as of 3/31/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
- Wealth Management Experience Since 2007Daniel Tumba is a Managing Director and Wealth Manager with First Republic Investment Management. Prior to joining First Republic in 2020, Mr. Tumba was an Executive Director and Portfolio Manager at J.P. Morgan Securities. He started his career in 2007 at JPMorgan Chase & Co. Mr. Tumba’s practice is dedicated to serving the complex financial needs of his clients with a special emphasis on business transition planning.
- Community InvolvementActive in his local community, Mr. Tumba was a founding member of the Sven Tumba Education Fund, a nonprofit that provides educational opportunities for children. He is on the board of directors for the Greater Palm Beach Chapter of the Juvenile Diabetes Research Foundation.
- Professional DesignationMr. Tumba holds several professional designations, including Chartered Financial Analyst®, Certified Investment Management Analyst® and Certified Private Wealth Advisor®, and is a CERTIFIED FINANCIAL PLANNER™ professional.
- EducationMr. Tumba earned his bachelor’s degree in Business Administration from the University of Florida.
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Team Connections
Gregory P. Saville
Wealth Manager, First Republic Investment Management
Florida
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Salvatore A. Tiano
Wealth Manager, First Republic Investment Management
Florida
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John Emery Smyth
Wealth Manager, First Republic Investment Management
Florida
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Louis J. Ventura
Managing Director, Wealth Manager
Florida
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