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Biography and Professional Career of Daniel Ladner

Daniel Ladner, CPM®, serves as Senior Vice President - Wealth Management - at a prominent financial services firm, where he has provided tailored investment advice for more than 17 years. Drawing on more than a century of institutional history and a broad national presence, the firm blends global expertise with local insight to help clients manage wealth, navigate complex markets, and plan for the future with clarity and confidence through all market environments.

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Daniel Ladner Senior Vice President - Wealth Management Daniel Ladner, CPM®, is Senior Vice President - Wealth Management - at a financial services firm, providing tailored investment advice for more than 17 years with the company. With more than a century of history and a global presence spanning across the U.S., Ladner’s firm draws on global resources and local expertise to help clients manage wealth, navigate complex markets, and plan for long-term success. Through economic cycles and market shifts, his firm has demonstrated enduring stability, trusted relationships, and a commitment to helping clients achieve their goals with confidence.
Dan has over 25 years of experience as a finance professional working with major Fortune 500 companies throughout his career. He began his career as a Financial Advisor and throughout his career has been an Assistant Branch Manager, where he supervised Senior Wealth Advisors, and has been responsible for the hiring and training of new Financial Advisors. His Role Dan Ladner began his career with his current firm in 2008 and is responsible for analyzing client objectives, determining strategic and tactical asset allocation policies, selecting investment managers, and reviewing results. He and his team help develop customized wealth management solutions for entrepreneurs, venture capitalists, private foundations/endowments, and privately controlled corporations. They manage fixed income, equity, and other types of investment portfolios on behalf of their clients. Dan’s focus is on financial planning in the areas of budgeting and mid-term and long-term wealth-accumulation strategies. He successfully continues to achieve his clients’ retirement and estate planning goals through asset allocation portfolios and private investments. A Trusted Advisor to Clients Dan is proud to be designated as part of the “Best-In-State Forbes Wealth Management Team” for 2023 and 2024 in recognition as a trusted advisor to clients. This designation is independently selected by SHOOK Research in partnership with Forbes and is based on rigorous criteria, including assets under management (AUM), revenue generation, team stability, client retention, compliance record, and qualitative evaluations. This designation signals excellence, professionalism, and recognition as one of the top advisory teams in their state. Prior to his present firm, Dan Ladner served as Vice President at Morgan Stanley for over 11 years. Education, Certifications, Licenses Dan has earned various professional recognitions, certifications, and licenses over the span of his career. Accredited from Columbia University, Dan is a Certified Portfolio Manager (CPM), having earned the designation from the Columbia School of Engineering Fu Foundation School in conjunction with the Academy of Certified Portfolio Managers (ACPM) and Fintech Computer Programming. Additionally, Daniel Ladner has completed the Chicago Booth School Certified Private Wealth Advisor Program and attended Graduate studies at Harvard University Extension School. Dan graduated with a Bachelor of Arts Degree in Political Science from City University of New York (CUNY) with a concentration in Public Administration.
He was selected for a fellowship in the New York State Assembly and Senate in Albany, which was extended to a position as Legislative Assistant, where he worked on assisting elected members on the Judiciary, Corporation, and Education Committees. Dan maintains his Series 7, 9, 10, 31, 63, 65, and Life insurance licenses. He is registered to conduct securities business and provide investment advisory services in more than 30 states, including New York, California, Florida, and Texas. This broad registration reflects the national scope of his client relationships and his ability to serve individuals, families, and organizations across the country. Community Involvement Dan Ladner has served as Chairman of the Board of Adjustments, appointed by the Mayor and City Council and elected Chairman by fellow Board members, to oversee the Meadowlands and Secaucus Commercial and Residential Zoning variances (certified in Municipal Land Use). He was also appointed to the Super Bowl Committee to represent the Town of Secaucus, elected by his neighbors to serve as a Board Member for two terms at his condominium association, and appointed twice by his fellow board members to the position of Treasurer and to represent the community on the street association, which includes over residential and commercial units. Dan is also passionate about supporting numerous charitable organizations, public services, and various fraternal organizations. Active in the NY Athletic Club Dan is also a member of the globally renowned New York Athletic Club, where he enjoys playing squash, tennis, golf, and clay shooting. For Dan, participating in sports is more than recreation; it’s a way to stay sharp, challenge himself, and unwind among friends and colleagues. Whether it’s a fast-paced squash match or several hours spent on the golf course, Dan values the balance of focus, discipline, and camaraderie these pursuits bring to his life.