Daniel Ladner, CPM®, is Senior Vice President - Wealth Management at a distinguished financial services firm, where he has provided personalized investment advice and comprehensive financial planning for more than 17 years. His firm, with a century-long history, integrates global research, advanced analytics, and local expertise to help clients navigate complex markets and pursue financial independence. Built on a foundation of trust and stability, the firm continues to guide clients through changing economic environments, focusing on long-term success and enduring relationships. With over 25 years of experience in the financial industry, Dan Ladner has established himself as a seasoned professional and trusted advisor to individuals, families, and institutions. His career began as a Financial Advisor and evolved into leadership as an Assistant Branch Manager, where he supervised Senior Wealth Advisors and directed the recruitment and training of new financial professionals. His broad experience across investment management and team development reflects his dedication to client service, mentorship, and performance excellence. Since joining his current firm in 2008, Dan has been responsible for developing investment strategies, evaluating portfolio performance, and coordinating asset allocation for diverse client needs. His team delivers sophisticated wealth management solutions for entrepreneurs, venture capitalists, private foundations, and corporations, focusing on growth, preservation, and intergenerational planning. Dan’s disciplined approach emphasizes diversification, prudent risk management, and goal-based strategies to achieve lasting financial outcomes. Dan’s achievements have earned him recognition as a “Best-In-State Forbes Wealth Management Team” in 2023 and 2024 by SHOOK Research and Forbes. This independent honor reflects excellence across key criteria, including assets under management, client retention, compliance record, and overall professionalism. Before joining his current firm, he served as Vice President at Morgan Stanley for more than 11 years, where he advanced his expertise in investment strategy and client relationship management. Daniel Ladner holds the Certified Portfolio Manager (CPM) credential from Columbia University’s Fu Foundation School of Engineering in collaboration with the Academy of Certified Portfolio Managers. He also completed the Chicago Booth Certified Private Wealth Advisor Program and pursued graduate studies at Harvard University Extension School. Ladner was named to the Board of Homes for Vets, joining efforts to create comfortable, accessible living environments for America’s Veterans. A CUNY graduate with a BA in Political Science, Dan is licensed in more than 30 states and remains active in civic leadership and athletics as a member of the New York Athletic Club. Follow on Threads: https://www.threads.com/@danielladner0