“I’ve spent over 30 years in the investment management world, and what keeps me passionate is the connection I build with my team and our clients. In today’s ever-changing financial world, I believe it’s more important than ever to be a trusted advisor. Helping clients navigate life’s complexities with a focus on their financial needs is my sole focus, and the mission of our firm.”

Daniel serves as Chief Investment Officer, leading a group of investment professionals who are dedicated to making smart, informed decisions that align with our clients’ goals.

Before joining Nixon Peabody Trust Company, Daniel was the Managing Director and Chief Investment Officer of TFC Financial Management, a registered investment advisor in Boston. Prior to that, he served as President and Chief Investment Officer at Advisor Partners, a boutique asset manager in the San Francisco area. Earlier in his career, Daniel managed over $3 billion in mutual fund assets at Charles Schwab Investment Management, where he led the asset allocation efforts. He also managed global and international equity portfolios at Montgomery Asset Management.

Daniel is a noted thought leader in the wealth management space, and frequently shares his insights on investment trends through contributions to Kiplinger, The Street, and other publications, and as a guest on Schwab’s Morning Trade Live. He is also a frequent speaker at leading investment forums.

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.

Education

• University of California, Berkeley, Haas School of Business, M.B.A.

• Brandeis University, B.A., Economics

In the Press

Schwab Network | Jan 8, 2025
Morning trade live
Nixon Peabody Trust Company Chief Investment Officer Dan Kern joins the program to discuss earnings outlook for Tesla and Palantir. Dan discusses Tesla’s recent overdue pullback following a bump after the US election, as well as how Palantir is well-positioned in the AI space and could be viewed as long-term winner.

Kiplinger | Jan 6, 2025
Five New Year’s investment resolutions
Nixon Peabody Trust Company Chief Investment Officer Dan Kern contributed this article discussing five New Year’s resolutions investors should consider making for a healthier investment life in the coming year.

The Street | Dec 31, 2024
Investing in infrastructure: A lucrative opportunity
Nixon Peabody Trust Company Chief Investment Officer Dan Kern contributed this article discussing the investment potential of infrastructure assets, including their role in diversification, inflation protection, and long-term returns. Dan also discusses some of the risks and rewards of investing in this asset class.

Schwab Network | Nov 14, 2024
Morning trade live
Nixon Peabody Trust Company Chief Investment Officer Dan Kern joins the program to discuss outlook for Cisco Systems, noting the company could see a boost amid the continued integration of data analysis and observability company Splunk, which Cisco acquired earlier in 2024.

Kiplinger | Oct 24, 2024
Nine tips to create a smart retirement income strategy and gain peace of mind
This 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 | Oct 18, 2024
Nixon Peabody Trust Company’s Kern on elections, global markets: Votes and verdicts
Nixon 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 | Oct 11, 2024
Morning trade live 
Nixon 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 | Oct 2, 2024
Four ways to define success in investment performance
Nixon 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 | Sep 16, 2024
Morning trade live
Nixon 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 | Aug 21, 2024
Target on the offense after big earnings beat
This 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 | Aug 16, 2024
Five tips for managing investments before the election
Nixon 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 | July 24, 2024
Q2 2024 market review
Nixon 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 | July 18, 2024
10 big mistakes these financial experts recommend avoiding
This 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 | June 20, 2024
Lessons learned from three decades of investing
Nixon 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 | April 12, 2024
Beyond yield: Five smart tips for dividend stock investing in 2024
Nixon 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 | March 20, 2024
Morning trade live
Nixon 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 | Feb 27, 2024
Four considerations for cash allocations
Nixon Peabody Trust Company Chief Investment Officer Dan Kern contributed this article highlighting four considerations investors should look for when reviewing their allocation to cash.