Daniel Kern

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Daniel Kern

Chief Investment Officer

TFC Financial

Over 23 years of experience in the financial services sector with broad experience as Chief Investment Officer of an asset manager, head of research and investment at a multi-family office/OCIO, portfolio manager of discretionary, quantitative and mu

Talks About
#portfoliomanagement #

Preferred Locations
#Northamerica

Speaking Engagements

Massachusetts RIA Summit

Free

The fourth annual Massachusetts RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based throughout New England. Our audience gathers for a day of insightful panel discussions, presentations, Q&A, and over two hours of networking.

04-04 April 2023

Finance

7th Annual Private Wealth East Fall Forum

Paid

The 7th Annual Private Wealth East Fall Forum is the leading conference for RIAs, family offices and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the

19-19 October 2023

Finance

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Daniel Kern

Chief Investment Officer

Speaking Engagements

Massachusetts RIA Summit

7th Annual Private Wealth East Fall Forum