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Daniel Kern
Chief Investment Officer, Nixon Peabody Trust Company
Introduction
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.
My focus
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.
Looking ahead
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.
In the news
- Kiplinger
Five questions (and answers) for long-term investors
Sep 14, 2023Nixon 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.
- Morning Trade Live
This year will be the low point for tech demand
Aug 29, 2023Nixon 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.
- The Street
2023 first half review and Q3 outlook: Strong rebound amidst fed rate hikes and economic challenges
July 21, 2023Nixon 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.
- Kiplinger
To address inflation, consider four portfolio adjustments
May 22, 2023Nixon Peabody Trust Co. Chief Investment Officer Dan Kern contributed this article discussing four portfolio adjustments to consider for addressing inflation.
- Money
Why investors shouldn’t ‘sell in May and go away’ this year
May 1, 2023This 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.
- The Street
Prepare your portfolio for the second quarter of 2023
April 14, 2023Nixon 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.
Education
University of California, Berkeley, Haas School of Business, M.B.A.
Brandeis University, B.A., Economics
Professional activities
- CFA charterholder
- Member, CFA Institute
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Board member and chair, Investment Committee for the Cambridge Community Foundation
- Board of Advisors, Brandeis International Business School
- Independent Trustee, Green Century Funds
- Board of Directors, Wealthramp
- Board of Directors, Lown Institute