59Daniel Ladner, CPM®, is Senior Vice President - Wealth Management - at a distinguished financial services firm, where he has provided customized investment strategies and financial guidance for more than 17 years. His firm, with a century-long history and nationwide presence, combines institutional resources with local expertise to help clients manage their wealth and achieve long-term financial success. Grounded in trust and professionalism, the firm’s enduring values continue to support clients through market cycles and changing economic conditions.
With more than 25 years of experience in the financial industry, Dan Ladner has built a reputation for leadership, insight, and client dedication. He began his career as a Financial Advisor and advanced to Assistant Branch Manager, where he supervised Senior Wealth Advisors and oversaw the hiring and training of new advisors. His career reflects a deep commitment to excellence in financial planning, team development, and client service.
Since joining his current firm in 2008, Dan has focused on creating tailored portfolio strategies that align with each client’s objectives and risk profile. He is responsible for asset allocation, manager selection, and oversight of investment performance. His team works closely with entrepreneurs, private foundations, corporations, and families, delivering comprehensive wealth management solutions across equity, fixed income, and alternative investment portfolios.
Dan’s expertise includes retirement and estate planning, wealth preservation, and long-term accumulation strategies. His disciplined approach helps clients achieve financial independence while adapting to evolving market trends. He has been recognized in the Forbes “Best-In-State Wealth Management Teams” for 2023 and 2024, an honor awarded by SHOOK Research based on assets under management, client service, and professional excellence, reflecting his standing as a trusted advisor.
Before joining his current firm, Dan served as Vice President at Morgan Stanley for over 11 years. He holds the Certified Portfolio Manager (CPM) designation from Columbia University’s Fu Foundation School of Engineering, earned 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.
Daniel Ladner earned a Bachelor of Arts in Political Science from the City University of New York. He joined the Board of Homes for Vets, helping advance community projects that provide safe, functional, and dignified housing for U.S. Veterans. He remains active in community and professional circles and is a member of the New York Athletic Club, where he enjoys golf, squash, and tennis.