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.1 Additionally his team was named one of Barron’s Top 50 Private Wealth Advisory Teams in America in 2019.2
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
1Forbes rankings are based on the opinions of SHOOK Research, LLC. Advisors are ranked on the quality of practice, including client retention, industry experience, assets under management, revenue generated for their firms and other quantitative criteria. Investment performance is not a criteria. SHOOK Research, LLC, does not receive compensation from the advisors or their firms in exchange for placement on a ranking.
2Barron’s rankings reflect the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. This ranking does not predict or rate any client’s investment outcomes, nor does it predict any potential investment outcomes. Data used for the Barron’s rankings is provided by the surveyed investment advisors. Advisors who did not participate in the survey are not ranked.