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 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
|Best-In-State Wealth Advisors||Forbes, 2019|
|Next-Gen Best-In-State Wealth Advisors||Forbes, 2019|
|Top Next-Gen Wealth Advisors||Forbes, 2019-2017|
|Top 50 Private Wealth Management Teams
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Check the background of this investment professional on FINRA’s BrokerCheck.