Dan Kern
Direttore/Membro del Consiglio presso WealthRamp, Inc.
Profilo
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.
Posizioni attive di Dan Kern
| Società | Posizione | Inizio |
|---|---|---|
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. | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Dan Kern
| Società | Posizione | Fine |
|---|---|---|
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. | Direttore degli Investimenti | 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. | Presidente | 10/10/2015 |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Gestore di Portafoglio-Azioni | 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. | Presidente | - |
Formazione di Dan Kern
| Brandeis University | Undergraduate Degree |
| University of California, Berkeley | Masters Business Admin |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
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 |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | 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 |
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 |
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 |
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 |
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