Interview: Daniel Kern Managing Director, CIO, TFC Financial Management, Inc. On The Economy Today

https://www.youtube.com/watch?v=g0SEixcRsD0

Oakland News Online Blog – vlog by Zennie62 YouTube. OaklandNewsOnline.com is the original blog post for this content.

Interview: Daniel Kern Managing Director, CIO, TFC Financial Management, Inc. On The Economy Today

Aside from being my friend, Daniel Kern is a highly-sought-after commentator on the American Economy and how everyone from home-owners to renters to corporate chiefs should navigate economic waters. And that’s why I have asked him to come on the show.

Dan’s bio: Daniel S. Kern joined TFC Financial Management in 2015. As Chief Investment Officer, 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. Dan chairs the firm’s Investment Committee.Prior to joining TFC, Dan 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.Dan’s 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, Dan 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.A CFA charterholder, Dan is a member of the CFA Institute and is also 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. Dan was a Board member and president of the CFA Society of San Francisco as well as Board member of the Bay Area Financial Education Foundation.

Join me in welcoming my friend Dan Kern.

Stay tuned.

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