Dan Ladner
Senior Vice President - Wealth Management at UBS Financial Services, Inc.
- Role
- Senior Vice President - Wealth Management at 瑞银集团
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Dan Ladner
These are the comments of this Financial Advisor only, and not of UBS…
Experience
Senior Vice President - Wealth Management
Nov 2008 — Present
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.
Education
Columbia University
Columbia Engineering FinTech Boot Camp , The Fu Foundation of Engineering and Applied Sciences
Columbia University
Certified Portfolio Manager CPM, Finance
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