Dan Kern
Directeur/Membre du Conseil chez WealthRamp, Inc.
Profil
Mr. Daniel S.
Kern, CFA MBA, is a Chief Investment Officer at TFC Financial Management, Inc. He is on the Board of Directors at WealthRamp, Inc. He is responsible for overseeing TFC’s investment process, research activities and portfolio strategy.
He authors investment newsletters and white papers and meets with select clients to provide investment support.
He chairs the firm’s Investment Committee.
Prior to joining TFC, Mr. Kern was the President and Chief Investment Officer at Advisor Partners, a boutique asset manager in the San Francisco area that manages equities and asset allocation products for advisors, financial institutions and family offices.
He was responsible for management of the firm including oversight of sales, client services and operations.
His 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, he held a Managing Director/Principal role at Montgomery Asset Management where he managed global and international equity portfolios.
Before this he was a vice president at Wells Fargo Bank.
He 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.
A CFA charter holder, he is a member of the CFA Institute and is also a Certified Financial Planner practitioner.
Postes actifs de Dan Kern
| Sociétés | Poste | Début |
|---|---|---|
WealthRamp, Inc.
 WealthRamp, Inc. Investment ManagersFinance WealthRamp, Inc. operates online platform for providing investment advisory services. It offers personalized and unbiased financial referral service, connecting investors with the fiduciary advisors who match an individual's investing priorities. The company was founded by Pamela Krueger in 2014 and is headquartered in Osterville, MA. | Directeur/Membre du Conseil | - |
Anciens postes connus de Dan Kern
| Sociétés | Poste | Fin |
|---|---|---|
TFC Financial Management, Inc.
 TFC Financial Management, Inc. Investment ManagersFinance TFC Financial Management, Inc. (TFC Financial) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1981 and is majority owned by the employees. TFC Financial provides investment management services to high net-worth individuals and non-profit & charitable organizations. | Directeur en chef des Investissements | 01/02/2023 |
Advisor Partners LLC
 Advisor Partners LLC Investment ManagersFinance Advisor Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. It was founded by Andrew Rudd and Dennis Clark in 2001. In 2022, the firm was acquired by Pathstone Family Office LLC, a subsidiary of Pathstone Holdings LLC. Advisor Partners provides discretionary investment advice and management to individual clients of registered investment advisers (RIAs) and financial institutions through two distinct investment programs: separately managed accounts and model portfolio consulting. | President | 10/10/2015 |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Gestionnaire de Portefeuille-Actions | 31/07/2011 |
Montgomery Asset Management Corp.
 Montgomery Asset Management Corp. Investment ManagersFinance Montgomery Asset Management Corp. provides financial consulting services. The company is headquartered in Vancouver, Canada. | Corporate Officer/Principal | 31/12/2002 |
CFA Society of San Francisco
 CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA. | President | - |
Formation de Dan Kern
| Brandeis University | Undergraduate Degree |
| University of California, Berkeley | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Finance |
Montgomery Asset Management Corp.
Montgomery Asset Management Corp. Investment ManagersFinance Montgomery Asset Management Corp. provides financial consulting services. The company is headquartered in Vancouver, Canada. | Finance |
CFA Society of San Francisco
CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA. | Commercial Services |
Advisor Partners LLC
Advisor Partners LLC Investment ManagersFinance Advisor Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. It was founded by Andrew Rudd and Dennis Clark in 2001. In 2022, the firm was acquired by Pathstone Family Office LLC, a subsidiary of Pathstone Holdings LLC. Advisor Partners provides discretionary investment advice and management to individual clients of registered investment advisers (RIAs) and financial institutions through two distinct investment programs: separately managed accounts and model portfolio consulting. | Finance |
TFC Financial Management, Inc.
TFC Financial Management, Inc. Investment ManagersFinance TFC Financial Management, Inc. (TFC Financial) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1981 and is majority owned by the employees. TFC Financial provides investment management services to high net-worth individuals and non-profit & charitable organizations. | Finance |
WealthRamp, Inc.
WealthRamp, Inc. Investment ManagersFinance WealthRamp, Inc. operates online platform for providing investment advisory services. It offers personalized and unbiased financial referral service, connecting investors with the fiduciary advisors who match an individual's investing priorities. The company was founded by Pamela Krueger in 2014 and is headquartered in Osterville, MA. | Finance |