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 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
Subscribe to stay informed of the latest legal news, alerts, and business trends.Subscribe