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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
Nine tips to create a smart retirement income strategy and gain peace of mind
Oct 24, 2024This article provides a roundup of insights on how to create an effective retirement income strategy. Nixon Peabody Trust Company Chief Investment Officer Dan Kern is quoted in the coverage, discussing how retirees should have both income- and growth-oriented investments in a portfolio.
- Bloomberg Intelligence
Nixon Peabody Trust Company’s Kern on elections, global markets: Votes and verdicts
Oct 18, 2024Nixon Peabody Trust Company Chief Investment Officer Dan Kern joined this podcast to discuss how the 2024 US presidential and congressional elections will impact the markets.
- Schwab Network
Morning trade live
Oct 11, 2024Nixon Peabody Trust Company Chief Investment Officer Dan Kern joins the program to discuss comeback stories in the banking and financial services sectors following earnings results for several institutions and firms, including JP Morgan, Wells Fargo, Citigroup, and BlackRock.
- The Street
Four ways to define success in investment performance
Oct 2, 2024Nixon Peabody Trust Company Chief Investment Officer Dan Kern contributed this article discussing how investors can use goals, time horizons, and other factors to measure the success of investments.
- Schwab Network
Morning trade live
Sep 16, 2024Nixon Peabody Trust Company Chief Investment Officer Dan Kern joins the program to discuss EV makers Tesla and Rivian, compare their stock performance and outlook.
- Schwab Network Morning Trade Live
Target on the offense after big earnings beat
Aug 21, 2024This segment features Nixon Peabody Trust Company Chief Investment Officer Dan Kern discussing Target exceeding its earnings projections as part of a recovery from a difficult period, and also positive results from TJX Companies.
- Kiplinger
Five tips for managing investments before the election
Aug 16, 2024Nixon Peabody Trust Company Chief Investment Officer Dan Kern contributed this article discussing five tips for investors seeking help in navigating election-year markets while staying focused on maintaining a sound long-term asset allocation and investment strategy.
- The Street
Q2 2024 market review
July 24, 2024Nixon Peabody Trust Company Chief Investment Officer Dan Kern contributed this article discussing this year’s second quarter and providing outlook for the second half of 2024. The article page also includes a related video interview with Dan
- Kiplinger
10 big mistakes these financial experts recommend avoiding
July 18, 2024This article compiles tips from 10 leaders in the financial industry on mistakes investors should avoid. Nixon Peabody Trust Company Chief Investment Officer Dan Kern suggests that investors should not allow the “fear of missing out” to influence their investing decisions. Instead, investors should do their homework on an investment before following a crowd into the latest hot stock or segment of the market.
- Kiplinger
Lessons learned from three decades of investing
June 20, 2024Nixon Peabody Trust Company Chief Investment Officer Dan Kern contributed this article highlighting his top takeaways from three decades of investing and how to apply them going forward.
- The Street
Beyond yield: Five smart tips for dividend stock investing in 2024
April 12, 2024Nixon Peabody Trust Company Chief Investment Officer Dan Kern contributed this article highlighting five considerations on how dividend stocks can play an important role for investors seeking a combination of income and growth.
- Schwab Network
Morning trade live
March 20, 2024Nixon Peabody Trust Company Chief Investment Officer Dan Kern joins this episode of the program to discuss earnings in the homebuilding market and news of potential assistance from the White House for first-time homebuyers. Dan also discusses Micron earnings and how they could factor into the broader cloud and AI spaces.
- TheStreet
Four considerations for cash allocations
Feb 27, 2024Nixon Peabody Trust Company Chief Investment Officer Dan Kern contributed this article highlighting four considerations investors should look for when reviewing their allocation to cash.
- TheStreet
Five New Year’s investment resolutions to make now
Jan 4, 2024Nixon Peabody Trust Company Chief Investment Officer Dan Kern contributed this article highlighting five investment-related New Year’s resolutions to consider for 2024.
- Money Life with Chuck Jaffe
Market call (podcast)
Dec 15, 2023Nixon Peabody Trust Company Chief Investment Officer Dan Kern joins this episode of the podcast to discuss his outlook for equities, fixed-income, and investment funds as we head into 2024.
- Schwab Network
Morning trade live
Dec 6, 2023Nixon Peabody Trust Co. Chief Investment Officer Dan Kern joins this episode of the program to discuss recent corporate earnings and outlook for 2024, particularly in the artificial intelligence and pet care sectors.
- The Street
Q3 market review and Q4 outlook for investors
Oct 19, 2023Nixon Peabody Trust Co. Chief Investment Officer Dan Kern contributed this article recapping market activity in the third quarter and providing outlook for the fourth quarter. Dan covers several factors, including recession concerns, interest rates, and performance of international markets.
- 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
Insights And Happenings
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