Title
CIO
Company
TFC Financial
Bio
Daniel S. Kern, CFA®, CFP® is the Chief Investment Officer of TFC Financial Management, responsible for overseeing TFC's investment activities. Prior to joining TFC, Mr. Kern was the President of Advisor Partners. Mr. Kern was previously head of asset allocation for Charles Schwab Investment Management, where he managed $3.5 billion of mutual fund assets. He is an Independent Trustee for Green Century Funds. Mr. Kern is a graduate of Brandeis University with a Bachelor of Arts in Economics degree. He also holds a Master of Business Administration degree from the University of California, Berkeley - Haas School of Business.