Daniel Ladner, CPM®, serves as Senior Vice President - Wealth Management - at a respected financial services firm, where he has provided tailored investment strategies for more than 17 years. His firm, with over a century of history and a nationwide presence, leverages global resources and regional insight to help clients navigate markets, manage wealth, and plan for success with integrity and lasting relationships.
Dan Ladner brings over 25 years of experience as a financial professional and has worked with major Fortune 500 companies. He began as a Financial Advisor before becoming an Assistant Branch Manager, where he guided Senior Wealth Advisors and developed new advisor talent. His leadership reflects deep market understanding, strong ethics, and a steady focus on client success and team development.
Since joining his current firm in 2008, Dan has led efforts to analyze client goals, create strategic and tactical asset allocations, and select top investment managers. He and his team deliver comprehensive solutions for entrepreneurs, venture capitalists, private foundations, and family offices, managing diversified portfolios that include equities, fixed income, and alternative investments with precision and care.
His focus extends to holistic financial planning, emphasizing budgeting, long-term growth, and sustainable wealth accumulation. Dan’s work integrates retirement, estate, and tax strategies to ensure clients achieve stability and long-term financial independence. Through disciplined portfolio construction, he helps individuals and institutions confidently and effectively reach their financial milestones.
A trusted advisor, Dan was named to the “Best-In-State Forbes Wealth Management Team” for both 2023 and 2024. The designation, awarded by SHOOK Research in partnership with Forbes, recognizes elite wealth advisors based on assets under management, compliance, client retention, and professional integrity. The honor highlights his commitment to excellence and his clients’ long-term success.
Before joining his current firm, Dan spent more than 11 years as Vice President at Morgan Stanley. There, he laid the foundation for strategic investment management, client relations, and comprehensive financial planning. His experience through changing market cycles has strengthened his ability to guide clients with stability, insight, and enduring trust.
Dan is a Certified Portfolio Manager (CPM), accredited through Columbia University’s Fu Foundation School of Engineering and the Academy of Certified Portfolio Managers. He also completed the Certified Private Wealth Advisor Program at the University of Chicago Booth School. He pursued graduate studies at Harvard University Extension School to expand his financial and analytical expertise.
He holds a Bachelor of Arts in Political Science from the City University of New York, with a focus on Public Administration. Selected for a fellowship in the New York State Assembly and Senate, he later served as a Legislative Assistant, contributing to key committees on judiciary, corporations, and education. Dan maintains Series 7, 9, 10, 31, 63, and 65 licenses, as well as a Life Insurance license, registered in more than 30 states.
Dan has been deeply involved in community leadership. He was appointed Chairman of the Board of Adjustments by the Mayor and City Council, overseeing zoning variances for the Meadowlands and Secaucus. He also served on the Super Bowl Committee, two terms on his condominium board, and was twice elected Treasurer for his community association. He joined Homes for Vets as a Board member, promoting initiatives that provide Veterans with homes designed for comfort, safety, and accessibility.
Beyond finance and civic work, Daniel Ladner is an active member of the New York Athletic Club, where he enjoys squash, tennis, golf, and clay shooting. Sports serve as both recreation and discipline for him, offering focus, camaraderie, and balance. Whether on the court or course, Dan values competition as a means to strengthen the same qualities that define his career: precision, endurance, and dedication.
