Practices
Industries
Value-Added Services
Developing innovative pricing structures and alternative fee agreement models that deliver additional value for our clients.
Advancing professional knowledge and offering credits for attorneys, staff and other professionals.
Helping clients respond correctly when a crisis occurs.
Providing our clients with legal, strategic, and practical advice to make transformational changes in their organizations.
Leveraging law and technology to deliver sound solutions.
Delivering seamless service through partnerships across the globe.
Leveraging leading-edge technology to guide change and create seamless, collaborative experiences for clients and attorneys.
Industry-leading conferences focused on affordable housing, tax credits, and more.
Providing actionable information to support strategic decision-making.
Teaming with clients to advance sustainable projects, mitigate the effects of climate change, and protect our planet.
Offering a range of investment management and fiduciary services.
Bringing together companies and investors for tomorrow’s new deals.
Offering fresh insights on cases that are delayed, over budget, or off-target from the desired resolution.
Courtroom-ready lawyers who can resolve disputes early on clients’ terms or prevail at trial before a judge or jury.
Creating positive impact in our communities through increasing equity, access, and opportunity.
Chief Investment Officer, Nixon Peabody Trust Company
Daniel Kern’s primary responsibilities include leading a team of investment professionals and directing the asset allocation, security analysis/selection, and portfolio management processes on behalf of the firm’s trustees and clients.
I am an experienced leader with over 30 years of experience in investment management. Most recently, I served as the managing director and CIO of TFC Financial Management, a registered investment advisor in Boston. Prior to joining TFC, I was the president and chief investment officer at Advisor Partners, a boutique asset manager in the San Francisco area. Earlier in my career, I managed more than $3 billion of mutual fund assets at Charles Schwab Investment Management as head of asset allocation and managed global and international equity portfolios for Montgomery Asset Management.
I am a contributor to Kiplinger, The Street, and ThinkAdvisor; a regular guest on TD Ameritrade Network’s Morning Trade Live and Bloomberg’s Baystate Business; and a frequent speaker at regional, national, and international investment forums.
Investors are adjusting to a world in which inflation and interest rates are higher, geopolitical tensions are persistent, and technology has disrupted many legacy business models. In this complex and rapidly changing environment, the role of a trusted advisor is key to long-term investment and financial planning success.
Nixon Peabody Trust Company Chief Investment Officer Dan Kern contributed this article discussing how investors can use goals, time horizons, and other factors to measure the success of investments.
Nixon Peabody Trust Company Chief Investment Officer Dan Kern joins the program to discuss EV makers Tesla and Rivian, compare their stock performance and outlook.
This segment features Nixon Peabody Trust Company Chief Investment Officer Dan Kern discussing Target exceeding its earnings projections as part of a recovery from a difficult period, and also positive results from TJX Companies.
Nixon Peabody Trust Company Chief Investment Officer Dan Kern contributed this article discussing five tips for investors seeking help in navigating election-year markets while staying focused on maintaining a sound long-term asset allocation and investment strategy.
Nixon Peabody Trust Company Chief Investment Officer Dan Kern contributed this article discussing this year’s second quarter and providing outlook for the second half of 2024. The article page also includes a related video interview with Dan
This article compiles tips from 10 leaders in the financial industry on mistakes investors should avoid. Nixon Peabody Trust Company Chief Investment Officer Dan Kern suggests that investors should not allow the “fear of missing out” to influence their investing decisions. Instead, investors should do their homework on an investment before following a crowd into the latest hot stock or segment of the market.
Nixon Peabody Trust Company Chief Investment Officer Dan Kern contributed this article highlighting his top takeaways from three decades of investing and how to apply them going forward.
Nixon Peabody Trust Company Chief Investment Officer Dan Kern contributed this article highlighting five considerations on how dividend stocks can play an important role for investors seeking a combination of income and growth.
Nixon Peabody Trust Company Chief Investment Officer Dan Kern joins this episode of the program to discuss earnings in the homebuilding market and news of potential assistance from the White House for first-time homebuyers. Dan also discusses Micron earnings and how they could factor into the broader cloud and AI spaces.
Nixon Peabody Trust Company Chief Investment Officer Dan Kern contributed this article highlighting four considerations investors should look for when reviewing their allocation to cash.
Nixon Peabody Trust Company Chief Investment Officer Dan Kern contributed this article highlighting five investment-related New Year’s resolutions to consider for 2024.
Nixon Peabody Trust Company Chief Investment Officer Dan Kern joins this episode of the podcast to discuss his outlook for equities, fixed-income, and investment funds as we head into 2024.
Nixon Peabody Trust Co. Chief Investment Officer Dan Kern joins this episode of the program to discuss recent corporate earnings and outlook for 2024, particularly in the artificial intelligence and pet care sectors.
Nixon Peabody Trust Co. Chief Investment Officer Dan Kern contributed this article recapping market activity in the third quarter and providing outlook for the fourth quarter. Dan covers several factors, including recession concerns, interest rates, and performance of international markets.
Nixon Peabody Trust Co. Chief Investment Officer Dan Kern contributed this column discussing several notable topics that are top-of-mind for investors—including inflation, climate transition, the US credit downgrade, artificial intelligence, and the market outlook in Europe and China.
Nixon Peabody Trust Co. Chief Investment Officer Dan Kern joined the program to discuss recent earnings in the technology sector and how these announcements could impact overall outlook for tech sector demand in 2023.
Nixon Peabody Trust Co. Chief Investment Officer Dan Kern contributed this article recapping the first half of 2023 and providing a third-quarter outlook for investors.
Nixon Peabody Trust Co. Chief Investment Officer Dan Kern contributed this article discussing four portfolio adjustments to consider for addressing inflation.
This article discussing the stock market’s traditionally weaker period between May and October quotes NP Trust Co. Chief Investment Officer Dan Kern on how macroeconomic fears are already priced into the market and how staying the course without selling could help investors avoid tax liabilities and potential transaction costs.
Nixon Peabody Trust Company Chief Investment Officer Daniel Kern contributed this article, in which he recaps the first quarter and discusses his outlook for stocks and bond markets in the second quarter.
University of California, Berkeley, Haas School of Business, M.B.A.
Brandeis University, B.A., Economics
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