Dan Kern

CFA®, CFP®, Chief Investment Officer

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Daniel S. Kern joined TFC Financial Management in 2015. As Chief Investment Officer, he is responsible for overseeing TFC’s investment process, research activities and portfolio strategy. He authors investment newsletters and white papers and meets with select clients to provide investment support. Dan chairs the firm’s Investment Committee.

Dan’s background has included investment analysis, portfolio management, trust banking, overseeing investment teams, as well as the domestic and international marketing of these services to individuals and institutions. Prior to joining TFC, Dan was the President and Chief Investment Officer at Advisor Partners, a boutique asset manager in the San Francisco area that manages equities and asset allocation products for advisors, financial institutions and family offices. He was responsible for management of the firm including oversight of sales, client services and operations.

Dan’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, Dan held a Managing Director/Principal role at Montgomery Asset Management where he managed global and international equity portfolios. Before this he was a vice president at Wells Fargo Bank.

A CFA charterholder, Dan 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 Overseers for the Brandeis International Business School, an Independent Trustee for Green Century Funds, and on the Board of Directors of Wealthramp. Dan was a Board member and president of the CFA Society of San Francisco as well as Board member of the Bay Area Financial Education Foundation. He is a contributor to US News & World Report and ThinkAdvisor.com, a regular guest on 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.