Daniel Ladner, CPM®, is Senior Vice President - Wealth Management at a highly regarded financial services firm, where he has provided strategic investment guidance and wealth management solutions for more than 17 years. His firm, with a legacy spanning over a century, draws on deep institutional knowledge, global research, and local expertise to help clients manage wealth, navigate market complexities, and pursue financial independence. Through decades of market cycles, the firm has demonstrated resilience, integrity, and an unwavering commitment to client success.

With over 25 years of experience in the financial industry, Dan Ladner has established himself as a trusted advisor and respected leader. He began his career as a Financial Advisor and advanced to Assistant Branch Manager, where he supervised Senior Wealth Advisors and led recruitment and training programs for new professionals. His leadership philosophy emphasizes mentorship, discipline, and a commitment to delivering high-quality, client-centered advice grounded in technical expertise and sound judgment.

Since joining his current firm in 2008, Dan has been responsible for developing and implementing comprehensive investment strategies tailored to each client’s unique objectives. His team manages portfolios for entrepreneurs, venture capitalists, private foundations, and corporations, offering diversified solutions across equity, fixed income, and private investment markets. Dan’s disciplined approach focuses on financial planning, retirement and estate strategies, and long-term wealth accumulation designed to achieve sustainable outcomes for his clients.

Dan has been recognized as part of the “Best-In-State Forbes Wealth Management Teams” for 2023 and 2024 by SHOOK Research and Forbes. This independent recognition highlights excellence in client service, team performance, and professional ethics. Before joining his current firm, he served as Vice President at Morgan Stanley for more than 11 years, gaining extensive experience in investment management, advisor development, and strategic planning.

A Certified Portfolio Manager (CPM) through Columbia University’s Fu Foundation School of Engineering and the Academy of Certified Portfolio Managers, Daniel Ladner also completed the Chicago Booth Certified Private Wealth Advisor Program. He pursued graduate studies at Harvard University Extension School. He earned a BA in Political Science from CUNY and maintains securities and insurance licenses in more than 30 states. Ladner became a Board member of Homes for Vets, contributing to projects that enhance living conditions and accessibility for U.S. Military Veterans. Beyond his professional achievements, Dan is active in civic and community leadership and enjoys athletics as a member of the New York Athletic Club.