Daniel Ladner Male • United States of America

Daniel Ladner, CPM®, is Senior Vice President of Wealth Management at a distinguished financial services firm, where he has provided customized investment advice and wealth management solutions for over 17 years. With a century-long history and a national presence, the firm leverages global insights and local expertise to help clients navigate financial complexity. Its foundation of trust, integrity, and stability has guided individuals, families, and institutions through changing markets and evolving financial goals with confidence and clarity.

Dan Ladner brings over 25 years of experience in the financial industry, working with major Fortune 500 companies and private clients across diverse sectors. He began his career as a Financial Advisor and advanced to Assistant Branch Manager, where he managed Senior Wealth Advisors, supported hiring initiatives, and led training programs for new advisors. His leadership emphasizes a disciplined financial strategy, ethical practices, and a client-first approach, grounded in long-term relationship building.

Since joining his current firm in 2008, Dan has focused on strategic asset allocation, investment management, and portfolio oversight. He and his team serve entrepreneurs, corporate executives, private foundations, and family offices, developing personalized plans to achieve their financial objectives. Their work spans equity, fixed income, and alternative investments, integrating analysis, performance review, and proactive adjustments to align portfolios with evolving market and client dynamics.

Dan specializes in financial and estate planning, helping clients prepare for retirement and generational wealth transfer through diversified investment solutions. He has been recognized on the 2023 and 2024 Forbes “Best-In-State Wealth Management Teams” list, an honor awarded by SHOOK Research based on factors including assets under management, client service, and professional excellence. This recognition highlights his commitment to providing exceptional guidance and tangible value to his clients.

Before joining his current firm, Dan served as Vice President at Morgan Stanley for over a decade. He earned his Certified Portfolio Manager (CPM) designation through Columbia University’s Fu Foundation School of Engineering in collaboration with the Academy of Certified Portfolio Managers. He also completed the Certified Private Wealth Advisor Program at the University of Chicago Booth School of Business and pursued graduate studies at Harvard University Extension School. He now serves on the Board of Homes for Vets, championing initiatives that improve housing safety and accessibility for U.S. Veterans.

Daniel Ladner holds a Bachelor of Arts in Political Science from the City University of New York. Active in his community and professional organizations, he maintains multiple securities licenses and is a member of the New York Athletic Club, where he enjoys tennis, golf, and squash.