Title
chief investment officer
Company
TFC Financial
Bio
Daniel Kern joined TFC Financial Management in 2015 as Chief Investment Strategist and is responsible for overseeing TFC’s investment process, research activities and portfolio strategy. Mr Kern chairs the firm's Investment Committee. Prior to joining TFC, Mr Kern was the President and CIO at Advisor Partners where he was responsible for management of the firm including oversight of sales, client services and operations. Mr Kern’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, Mr Kern held a Managing Director/Principal role at Montgomery Asset Management where he managed global and international equity portfolios. Before this he was a VP at Wells Fargo Bank.