Daniel Ladner
Senior Vice President - Wealth Management
New Brunswick, NJ
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Summary
Daniel Ladner, CPM®, is Senior Vice President - Wealth Management - at a prominent financial services firm, where he has provided strategic investment advice for over 17 years. His firm, known for more than a century of economic leadership, blends deep global resources with local insight to help clients manage wealth, navigate changing markets, and pursue long-term financial goals. Its culture of stability, trust, and personalized service reflects a longstanding commitment to helping clients achieve financial confidence through every market cycle.
Dan Ladner has more than 25 years of experience in the financial services industry, working with Fortune 500 companies and guiding clients across a range of wealth management needs. He began his career as a Financial Advisor and advanced to Assistant Branch Manager, where he oversaw Senior Wealth Advisors, supported recruitment and training, and led initiatives to strengthen client service and advisor development. His leadership reflects a balance of analytical rigor and dedication to client success.
Joining his current firm in 2008, Dan focuses on helping clients define and achieve their financial objectives through customized portfolio management and planning strategies. He oversees asset allocation design, manager selection, and investment performance evaluation. His team provides wealth management solutions for entrepreneurs, private foundations, and corporate executives, managing diverse portfolios across equity, fixed income, and alternative assets.
Dan specializes in long-term financial planning, emphasizing retirement and estate strategies that integrate disciplined asset management with individualized investment goals. He and his team were recognized on the Forbes “Best-In-State Wealth Management Teams” list for 2023 and 2024, an honor awarded by SHOOK Research to top-performing advisors based on assets under management, client retention, and industry excellence.
Before joining his present firm, Dan served as Vice President at Morgan Stanley for over 11 years. He earned his Certified Portfolio Manager (CPM) designation from Columbia University’s Fu Foundation School of Engineering in collaboration with the Academy of Certified Portfolio Managers. 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.
Daniel Ladner earned a Bachelor of Arts in Political Science from the City University of New York and maintains multiple securities and insurance licenses. Ladner now serves on Homes for Vets' Board, advancing its mission to build accessible, secure homes for those who have served in the U.S. military. Active in his community and professional networks, he is a member of the New York Athletic Club, where he enjoys golf, tennis, and squash.
Experience
2008
Nov
-
Present
Senior Vice President
Wealth Management
Dan Ladner has provided customized investment advice for over 19 years and has been with Wealth Management, a business of UBS, since 2008 . As a First Vice President, Mr. Ladner 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. He and his team manage fixed income, equity and other types of investment portfolios on behalf of their clients.
1997
Jun
-
2008
Nov
Vice President
Morgan Stanley
Education
Columbia University
Certified Portfolio Manager (CPM®)
City University of New York (CUNY)
Bachelor of Arts in Political Science
