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.

1. 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.

2. 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.

3. 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.