Daniel Kern Email & Phone Number
Chief Investment Officer
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Daniel Kern Location
- Boston, MA, US
Daniel Kern Work
- Chief Investment Officer @ Nixon Peabody Trust Company (February 2023 - Present)
- Managing Director and Chief Investment Officer @ (October 2015 - February 2023)
- President and Chief Investment Officer @ (August 2011 - October 2015)
- Managing Director and Portfolio Manager @ Charles Schwab Investment Management (October 2008 - July 2011)
- VP, Product Development @ (January 2003 - September 2008)
- Managing Director @ Montgomery Asset Management (January 1995 - January 2003)
Daniel Kern Education
- University of California, Berkeley - Walter A. Haas School of Business 1992-1994
- Brandeis University 1979-1983
Daniel Kern 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 & Acquisitions
- Bloomberg
- Financial Planning
- Investment Advisory
- Social Media
- Strategic Financial
- Strategic Planning
- Product Development
- Mergers and Acquisitions
- See 11+see Less
- Strategy
- Business Development
- Customer Service
- Marketing
Daniel Kern Summary
- Daniel Kern, based in Boston, MA, US, is currently a Chief Investment Officer at Nixon Peabody Trust Company. Daniel Kern brings experience from previous roles at TFC Financial Management, Advisor Partners, Charles Schwab Investment Management and Charles Schwab & Co.. Daniel Kern holds a 1992 - 1994 University of California, Berkeley - Walter A. Haas School of Business. With a robust skill set that includes Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Mutual Funds and more. Daniel Kern has 1 emails and 2 mobile phone numbers on RocketReach.
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Daniel Kern
Chief Investment Officer
Boston, MA, US
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