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.
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.
Mr. Tumba’s work as a financial advisor has led to recognition on Forbes Best-in-State Wealth Advisors, Best-in-State Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors rankings. Additionally his team was named one of Barron’s Top 50 Private Wealth Advisory Teams in America in 2019.
Mr. Tumba earned his bachelor’s degree in Business Administration from the University of Florida. He holds several professional designations, including Chartered Financial Analyst®, Certified Investment Management Analyst® and Certified Private Wealth Advisor®, and is a CERTIFIED FINANCIAL PLANNERTM professional.
Wealth Management Experience: Since 2007
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