How can you pursue what matters most?

Kohn Ladner Wealth Management Group

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Alexander Kohn

    Alexander Kohn

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • KS
    • MA
    • MD
    • MI
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA

    Alex has been with UBS Financial Services Inc. since 2008. His experience in the industry spans 20 years working with other major financial services firms before joining UBS Financial Services Inc. He has earned a Bachelors of Arts Degree in History from Duke University. Alex maintains Series 7, 31, 66 securities licenses as well as Life Insurance Licenses.

    A Senior Vice President of Wealth Management, Alex has earned a place in the UBS Recognition Councils every year since 2011. Since 2017, Alex has been a member of the President’s Council. 

    Alex attributes much of his success to his love of the planning, organizational, mathematical and interpersonal aspects of the Wealth Management field. Alex's passions outside of work include family, fitness and exercise, and educational charities.

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

    • Duke University, Bachelors of Arts Degree
      1251 Avenue of Americas
      2nd Floor
      New York, NY 10020
    • Daniel Ladner Profile Photo

      Daniel Ladner, CPM

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AZ
      • CA
      • CT
      • DC
      • FL
      • GA
      • IA
      • ID
      • IL
      • IN
      • MA
      • MD
      • MI
      • MT
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • SC
      • TN
      • TX
      • VA
      • VT
      • WA

      Dan has been with UBS Financial Services Inc. since 2008 and is a graduate of Columbia University's ACPM Program earning the Certified Portfolio Manager designation. He began his career as a Financial Advisor 20 years ago. Dan maintains his series 7, 9,10, 65, 63, 31 and Life Insurance Licenses. Throughout his career, Dan has been an Assistant Branch Manager where he supervised Senior Wealth Advisors and has been responsible for the hiring and training of new Financial Advisors. Dan has thrived to set goals and build relationships by focusing on designing customized planning strategies for his clients. Dan's passions include supporting numerous charitable organizations, public service, and various fraternal organizations. He enjoys spending time with family and friends and playing golf, tennis and squash.

          • Certified Portfolio Manager®
          1251 Avenue of Americas
          2nd Floor
          New York, NY 10020
        • Albert Olivetti

          A. Anthony Olivetti, CFA

          Senior Wealth Strategy Associate

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          • CA
          • CT
          • FL
          • NC
          • NJ
          • NY
          • PA

          Anthony joined UBS Financial Services in 2013, prior to working in his current role as the team’s Senior Wealth Strategy Associate he gained experience as a Registered Client Service Associate. He earned his MBA from Baruch College in 2017, and his BS in Finance and Economics from the University of Delaware in 2012. Anthony is a CFA® charterholder, having earned the right to use the designation in 2019. He holds the Series 7, 66, and 3 securities licenses.

          His role is to assist with the design and implementation of financial and wealth planning strategies, as well as leading the team’s service effort. Anthony currently lives in Red Bank, NJ.

            • Baruch College, MBA
            • University of Delaware, BS in Finance and Economics
            • Chartered Financial Analyst®
            1251 Avenue of Americas
            2nd Floor
            New York, NY 10020
          • Agustina Bracchi

            Agustina Bracchi

            Client Associate

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              Agustina joined UBS Financial Services as a Client Service Associate in July 2018. Agustina attended St. John's University earning a B.S. in Finance. Agustina helps assist clients with questions and requests related to their accounts, maintain our team calendar and assist clients with scheduling appointments. Agustina enjoys listening to what goals are important to clients and helping them focus on how to do the most for the important people in their lives.

                • St. John's University, B.S. in Finance
                  1251 Avenue of Americas
                  2nd Floor
                  New York, NY 10020
                • Alexis Hammond

                  Alexis Hammond

                  Client Associate

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                    Alexis joined UBS in August 2021. She recently graduated from High Point University earning a B.S. in Business Administration with a concentration in sales. Alexis’ role is to work with the financial advisors for administrative support and assist clients with new or existing accounts. Outside of work Alexis enjoys going to the beach and spending time with family and friends.

                          1251 Avenue of Americas
                          2nd Floor
                          New York, NY 10020

                        What did the Fed say?

                        Retirement planning

                        Retirement planning

                        Multigenerational planning

                        Multigenerational planning

                        Legacy—Wealth for others

                        For needs that go beyond your own—to help you improve the lives of others

                        What will your legacy be?
                        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                        Learn more at ubs.com/wealthway.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $2.8 trillion

                        In invested assets globally 
                        As of 06/30/2022

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager

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