Daniel Kern is the Chief Investment Officer for Nixon Peabody Trust Company. His 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.

Prior to joining Nixon Peabody Trust Company, Dan served as the Managing Director and CIO of TFC Financial Management, a registered investment advisor in Boston. Earlier in his career, he was the President and Chief Investment Officer at Advisor Partners, a boutique asset manager in the San Francisco area. Dan also 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.

A CFA charterholder, Dan is a member of the CFA Institute and 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 and the Lown Institute.