Daniel Ladner

Daniel Ladner, CPM®, serves as Senior Vice President - Wealth Management at a prominent financial services firm, where he has delivered personalized investment strategies for more than 17 years. His firm, with over a century of heritage and a national footprint, blends extensive resources and local expertise to guide clients through ever-changing markets. Built on stability and trust, the firm remains committed to helping individuals and institutions manage wealth, preserve capital, and achieve their long-term goals with confidence and clarity. With more than 25 years of experience in finance, Dan Ladner has held senior leadership positions with major Fortune 500 companies. He began his career as a Financial Advisor and later became an Assistant Branch Manager, supervising Senior Wealth Advisors, leading advisor training programs, and helping develop new advisory talent. His background combines deep technical knowledge with leadership and mentorship, enabling him to provide clients with strategic insight and seasoned financial guidance. Since joining his current firm in 2008, Dan has been instrumental in defining client strategies, asset allocation frameworks, and manager selection processes. He and his team deliver customized wealth management solutions for entrepreneurs, venture capitalists, private foundations, and corporations, overseeing investment portfolios that include equities, fixed income, and private investments. His approach emphasizes long-term planning, disciplined execution, and portfolio diversification to help clients pursue growth while managing risk. In recognition of his professionalism and dedication, Dan’s team was named among the “Best-In-State Forbes Wealth Management Teams” for 2023 and 2024 by SHOOK Research and Forbes. This distinction reflects strong performance across assets under management, client retention, compliance, and qualitative assessments. Before joining his current firm, Dan was a Vice President at Morgan Stanley for more than a decade, during which he refined his expertise in comprehensive wealth planning. Daniel Ladner earned his Certified Portfolio Manager (CPM) credential from Columbia University’s Fu Foundation School of Engineering through 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 holds multiple securities and insurance licenses and is registered in more than 30 states. He became part of the Board at Homes for Vets, contributing his expertise to programs that build safer, more adaptable homes for U.S. Veterans. Active in civic and athletic organizations, he has served on community boards and is a member of the New York Athletic Club.