Daniel Ladner

Daniel Ladner, CPM®, is Senior Vice President, Wealth Management at a premier global financial services firm. For more than seventeen years, he has advised clients with clarity and purpose, helping them navigate complex markets and plan for enduring prosperity. His firm, backed by more than a century of financial leadership, combines global insights with local expertise to deliver investment strategies that stand the test of time. Dan’s mission is to help clients achieve economic independence through thoughtful planning, disciplined execution, and trusted partnership.

Building a Career of Financial Excellence

Dan Ladner brings over twenty-five years of experience in finance and investment management, working with some of the world’s most respected Fortune 500 companies. He began as a Financial Advisor, quickly earning recognition for his analytical skill and ability to translate market trends into actionable guidance. As an Assistant Branch Manager, he oversaw teams of senior advisors and was instrumental in recruiting and mentoring new professionals.

In 2008, Dan joined his current firm, where his leadership, strategic mindset, and passion for client success have been central to the team’s continued growth and reputation for excellence.

Championing Client-Focused Strategies

At the heart of Dan’s work lies a philosophy of personalized financial design. He leads a team responsible for developing strategic wealth solutions for entrepreneurs, venture capitalists, private foundations, endowments, and privately held corporations. His responsibilities include evaluating client objectives, developing asset allocation frameworks, and selecting investment managers aligned with each client’s unique goals.

Dan’s holistic planning approach integrates short-term budgeting, mid-term investment growth, and long-term retirement and estate strategies. His focus on consistent communication and transparency has earned him a reputation as a trusted, relationship-driven advisor.

Recognition Among Industry Leaders

Excellence in financial advising has earned Dan and his team multiple honors, including being named to the “Best-In-State Forbes Wealth Management Team” in both 2023 and 2024. The recognition, conducted by SHOOK Research in partnership with Forbes, is based on rigorous evaluation of assets under management, revenue, team stability, compliance integrity, and client retention.

For Dan, the distinction represents more than prestige; it symbolizes the collective effort of a team dedicated to helping clients thrive across generations. It reinforces his belief that true success in wealth management is built on trust, integrity, and performance.

Career Milestones and Leadership Development

Before joining his current firm, Dan spent over eleven years as Vice President at Morgan Stanley, where he honed his expertise in portfolio management, investment analysis, and high-net-worth advisory services. His time there refined his leadership style and taught him the value of balancing strategic foresight with client empathy.

Throughout his career, Dan has guided financial professionals toward success through training initiatives, mentorship, and team development programs. His legacy is defined not only by the assets he manages but also by the professionals he has inspired.

Educational Background and Professional Credentials

Dan’s pursuit of academic and professional excellence has shaped his distinguished career. He earned the Certified Portfolio Manager (CPM) designation through Columbia University’s Fu Foundation School of Engineering in collaboration with the Academy of Certified Portfolio Managers (ACPM). His coursework focused on quantitative finance, fintech integration, and advanced portfolio theory.

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.

Dan holds a Bachelor of Arts in Political Science from the City University of New York (CUNY), with a specialization in Public Administration. He was awarded a fellowship with the New York State Assembly and Senate in Albany, later serving as a Legislative Assistant supporting Judiciary, Corporation, and Education Committees.

He holds Series 7, 9, 10, 31, 63, and 65 licenses, as well as a Life Insurance license, enabling him to serve clients in more than 30 states, including New York, California, Florida, and Texas.

Service Beyond the Boardroom

Dan believes in giving back to the communities he serves. He has held numerous civic roles, including Chairman of the Board of Adjustments for the Meadowlands and Secaucus region, appointed by the Mayor and City Council. He has represented the town on the Super Bowl Committee and was twice elected by neighbors to his condominium board, where he served as Treasurer and community liaison.

Beyond public service, Dan supports multiple charitable, civic, and fraternal organizations that promote education, youth programs, and community development. Ladner was recently appointed to the Board of Directors of Homes for Vets, an organization devoted to funding initiatives that enhance the safety and accessibility of housing for U.S. Military Veterans.

A Balanced Life Through Sport and Fellowship

Outside the financial world, Daniel Ladner is an active member of the New York Athletic Club, where he enjoys squash, tennis, golf, and clay shooting. For him, athletics are more than a pastime; they are a means of maintaining focus, discipline, and personal growth. The competitive spirit and camaraderie of sport mirror the mindset he brings to his professional life: precise strategy, adaptability, and an unwavering pursuit of excellence.