Daniel Tumba

Daniel Tumba

Wealth Manager, First Republic Investment Management
Florida
Industry Accolades
  • Best-In-State Wealth Advisors
    Forbes, 2019
  • Top Next-Gen Wealth Advisors
    Forbes, 2017-2019
  • Top 50 Private Wealth Management Teams
    Barron’s, 2019

Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For additional information on these ratings, click here.

Daniel Tumba

Wealth Manager, First Republic Investment Management
Florida
  • Wealth Management Experience Since 2007
    Daniel 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 Involvement
    Active 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 Designation
    Mr. 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.
  • Education
    Mr. Tumba earned his bachelor’s degree in Business Administration from the University of Florida.
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