Daniel Kern

Daniel Kern is Chief Investment Officer at Nixon Peabody Trust Company in Boston, MA, where he leads a team of investment professionals overseeing asset allocation, security analysis, and portfolio management for the company’s trustees and clients. His current responsibilities span a broad spectrum of public and private markets, with a particular investment focus on equity markets, mutual funds, infrastructure assets, international equities, and alternative investment structures such as buffered ETFs. He regularly provides research and market outlooks on sectors including banking, financial services, technology (including AI and cloud computing), homebuilding, and pet care, and addresses macroeconomic themes such as inflation and interest rates.

With over 30 years of experience, Kern previously served as Managing Director and Chief Investment Officer at TFC Financial Management and as President and Chief Investment Officer at Advisor Partners. Earlier, he managed more than $3 billion in mutual fund assets for Charles Schwab Investment Management, focusing on asset allocation and global portfolio management, and also handled international equity portfolios at Montgomery Asset Management. He is a recognized thought leader, contributing regularly to publications such as Kiplinger and The Street and appearing on business news programs including TD Ameritrade’s Morning Trade Live and Bloomberg’s Baystate Business.

Daniel Kern holds an MBA from the University of California, Berkeley Haas School of Business and a BA in Economics from Brandeis University. He is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™ practitioner, and serves on numerous boards and councils, including the Cambridge Community Foundation’s Investment Committee, Brandeis International Business School’s Board of Advisors, and as an Independent Trustee of Green Century Funds. His significant achievements include advancing portfolio innovation in mutual fund management, promoting sustainable finance, and providing expert commentary on evolving investment strategies in response to technological disruption and global financial trends.