We found the following information about Daniel Steven Kern at Tfc Financial Management, where this expert has worked as a Chief Investment Officer since 2015. Daniel's total work experience is over 20 years, during which time Daniel had at least five jobs at different places to develop skills. Daniel studied at the University of California, Berkeley from 1992 to 1994. Currently, Daniel Steven Kern is located in Boston, Massachusetts. You can contact with Daniel by searching for phone number or email address or find additional information by requesting access to Daniel Steven Kern's additional details from us.
Name variants:
Danial Kern,
Dan Kern,
Danny Kern
Last updated May 03, 2024
Contact Information
Last Update
Jul 6, 2022
Email
dk**@tfcfinancial.com, dk**@advisorpartners.com, dn**@yahoo.com
Location
Boston, MA
Company
Workplace
Chief Investment Officer
Boston, MA
Industry
Financial Services, Investment Counselors, Insurance Companies, Financial Advisory Services, Insurance Agencies & Brokerages
Colleagues
Work History
Chief Investment Officer
260 Franklin St SUITE 1888, Boston, MA 02134
from Oct 2015
President and Chief Investment Officer
Leader of a boutique asset manager that manages equities and asset allocation products for advisors, financial institutions and family offices. Developed and implemented a turnaround strat...
Aug 2011 — Oct 2015
Managing Director and Portfolio Manager
211 Main St, San Francisco, CA 94105
Managed $3.5 billion of mutual fund assets as head of asset allocation for Charles Schwab Investment Management. Portfolio Manager for Schwab Target, Monthly Income, MarketTrack and Balanced...
Oct 1, 2008 — Jul 1, 2011
Managing Director
6960 Gulf Of Mexico Dr, Longboat Key, FL 34228
Portfolio Manager for the International Equity investment team, actively involved in the investment process while managing relationships with consultants and institutional clients.
Inves...
1995 — 2003
Education
1992 — 1994
1979 — 1983
Occupations
Executive
Chief Investment Officer
Chairperson
Real Estate Broker
Property Manager
Leader
Financial Broker
Portfolio Manager
Chief Information Officer
Journalist
Presenter
Editorial Writer
Board Member
Financial Consultant
Management Analysts
Chief Executive
Real Estate Manager
Managers
Investment Analyst
Financial Analyst
Technology Director
Technical Managers
Reporter
Management Team Executive
Operations Manager
Financial Services Professional
Financial Services Sales Agent
Skills
Portfolio Management
Alternative Investments
Asset Allocation
Asset Management
Mutual Funds
Investments
Equities
Capital Markets
Hedge Funds
Investment Management
Securities
Etfs
Wealth Management
Valuation
Management
Fixed Income
Investment Strategies
Finance
Financial Modeling
Derivatives
Equity Research
Strategic Financial Planning
Mergers and Acquisitions
Bloomberg
Financial Planning
Investment Advisory
FAQs about Daniel Steven Kern
What is the main profession of Daniel Steven Kern?
The expert is a Chief Investment Officer.
What are the profession of This expert?
These person's professions are Executive and Chief Investment Officer
Where is Daniel Steven Kern located?
Daniel is located in Boston, Massachusetts.
Does Daniel Steven Kern have the email address?
dk**@tfcfinancial.com and dk**@advisorpartners.com is The professional's email address.
How many companies did Daniel Steven Kern work at?
The professional worked at five jobs.
Where has Daniel Steven Kern studied?
Daniel studied at the University of California, Berkeley from 1992 to 1994.
Are there any professional industries Daniel Steven Kern is connected to?
Daniel Steven Kern works in Investment Management industry.
Are there any special skills Daniel Steven Kern has?
This professional has such skills as Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Mutual Funds, Investments, Equities, Capital Markets, and Hedge Funds.