Dan Ladner is the Senior Vice President of Wealth Management at UBS Financial Services, Inc., where they have been providing customized investment advice since 2008. With over 19 years of experience, they analyze client objectives, determine asset allocation strategies, and manage diverse investment portfolios for entrepreneurs and private institutions. Prior to UBS, Dan served as Vice President at Morgan Stanley from 1997 to 2008. Dan is also pursuing the Columbia Engineering FinTech Boot Camp, having previously earned a Certified Portfolio Manager designation in Finance from Columbia University in 1995.
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