Daniel Ladner, CPM®, is Senior Vice President - Wealth Management at a nationally recognized financial services firm, where he has provided tailored investment strategies and financial guidance for over 17 years. His firm, with a legacy spanning over 100 years, leverages deep institutional knowledge and a global network to help clients manage complex wealth challenges and pursue their long-term goals. Built on trust, discipline, and insight, the firm continues to serve individuals and organizations seeking stability and strategic direction through changing market conditions.
With more than 25 years of experience in the financial industry, Dan Ladner has developed a distinguished career advising clients and mentoring professionals at leading Fortune 500 firms. He began as a Financial Advisor and later advanced to Assistant Branch Manager, where he managed Senior Wealth Advisors and led recruitment, training, and professional development programs. His leadership approach emphasizes client advocacy, strategic precision, and a commitment to delivering exceptional results through teamwork and integrity.
Since joining his current firm in 2008, Dan has been responsible for developing asset allocation policies, selecting investment managers, and conducting ongoing portfolio reviews. He and his team provide comprehensive wealth management solutions for entrepreneurs, venture capitalists, private foundations, and corporate executives. Their work includes designing customized investment plans across equity, fixed income, and private markets, focused on sustainable growth and long-term financial planning, including retirement and estate strategies.
Dan’s excellence has been recognized through his inclusion in the “Best-In-State Forbes Wealth Management Teams” for 2023 and 2024 by SHOOK Research and Forbes. The selection process evaluates performance across assets under management, compliance, retention, and professionalism, underscoring his reputation as a trusted and principled advisor. Before joining his current firm, Dan served as Vice President at Morgan Stanley for over 11 years, during which he refined his expertise in advisory leadership and portfolio management.
Daniel Ladner holds the Certified Portfolio Manager (CPM) designation from Columbia University’s Fu Foundation School of Engineering and the Academy of Certified Portfolio Managers. He also completed the Chicago Booth Certified Private Wealth Advisor Program and pursued graduate studies at Harvard University Extension School. A CUNY graduate with a BA in Political Science, Dan maintains multiple securities and insurance licenses across more than 30 states. He serves on the Board of Homes for Vets, helping advance projects that provide U.S. Veterans with safe, accessible, and supportive living spaces. Deeply engaged in civic and community leadership, he also remains active as a member of the New York Athletic Club.
