Daniel Kern

Daniel S. Kern is Managing Director & Chief Investment Officer of TFC Financial Management. He is responsible for overseeing TFC’s investment process, research activities and portfolio strategy. 

Prior to joining TFC, Kern was the President and Chief Investment Officer at Advisor Partners, a boutique asset manager in the San Francisco area.

Kern’s previous experience included a Managing Director/Portfolio Manager role at Charles Schwab Investment Management where he managed $3.5 billion of mutual fund assets as head of asset allocation. Prior to Charles Schwab, Kern was a Managing Director/Principal at Montgomery Asset Management where he managed global and international equity portfolios. A CFA charterholder, Kern is a member of the CFA Institute and is also a CERTIFIED FINANCIAL PLANNER™ practitioner. He is a Board member and Chair of the Investment Committee for the Cambridge Community Foundation, on the Board of Advisors for the Brandeis International Business School, an Independent Trustee for Green Century Funds, and on the Board of Directors of Wealthramp. He is a contributor to Kiplinger, U.S. News 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. Dan is a graduate of Brandeis University with a Bachelor of Arts in Economics degree. He also holds a Master of Business Administration degree from the
University of California, Berkeley – Haas School of Business.