Member Since March 2024
Skills
About
I am Chief Investment Officer of Nixon Peabody Trust Company. I oversee the company's investment process, research activities and portfolio strategy. I previously was the managing director and chief investment officer of TFC Financial Management. Earlier in my career, I was head of asset allocation at Charles Schwab Investment Management and managed international equity portfolios for Montgomery Asset Management. I am a board member for the Cambridge Community Foundation, Lown Institute and Wealthramp; I am also on the board of advisors for the Brandeis International Business School and is an independent trustee for Green Century Funds.
Daniel Kern
Published content
article
Investors should resist the impulse to make major changes solely in response to the latest polls or policy pronouncements.
expert panel
Learning what not to do can put you on a better path to success. In finance, there are all sorts of best practices that can help you build wealth and gain confidence with money. However, for every best practice, there is an equal number of bad practices that can derail your progress or even completely jeopardize your future success. And while failing to build a budget or letting ‘lifestyle creep’ take hold may not seem like they will have a major effect on your finances, it’s often the small mistakes that can lead to big trouble down the line. As leaders in the financial industry, the members of Kiplinger Advisor Collective are familiar with the kinds of mistakes that can negatively impact a person’s overall success with money. Here, they each share one financial “don’t” (or mistake) they always advise their clients to avoid, why and the impact it can have on their future.
article
Jun 20, 2024
What separates the best investors from the rest?
Company details
Nixon Peabody Trust Company
Company bio
Nixon Peabody Trust Company is part of Nixon Peabody, which is one of the world's leading law firms. Our roots as a trusted investment partner go back to the mid-19th century. The firm is based in Boston MA with clients globally, with $3.75 Billion in Assets Under Administration and 65 investment professionals between the trust business and the private client team.