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熊猫视频 Welcomes David Ladomer as Wealth Management Principal

We are pleased to welcome David Ladomer as a Wealth Management Principal. Dave will be based out of the Troy, Michigan office and will work with the Wealth Management team as a part of a cross-functional team of Wealth, Tax, and Advisory specialists.

鈥淒ave has extensive experience serving ultra-high net worth families, which brings phenomenal experience to the firm鈥 said Ron Knipping, Principal and Regional Director of Wealth Management at 熊猫视频. 鈥淗e approaches each relationship as a client鈥檚 personal CFO, ensuring that a client’s financial position is fully integrated with their life goals, and the tailored solutions he offers. I look forward to seeing him use his skills in this new chapter of his career.鈥

In his new capacity with 熊猫视频, Dave will focus his time on family office services and multi-generational wealth planning, complex estate planning and wealth transfer, debt, cashflow, and liquidity management, investment analysis and portfolio design, comprehensive financial planning, executive compensation, and risk management.

鈥淥ver the last 12 years, I have honed my expertise in guiding individuals and families of substantial wealth, and I am excited to apply that here at 熊猫视频,鈥 stated Ladomer. 鈥淚鈥檓 enthusiastic about collaborating with the team at 熊猫视频 as they all bring deep expertise within their respective fields, it will allow me to progress further in my professional journey.鈥

Prior to joining 熊猫视频, Dave worked at Ford Estates, LLC, the single-family office for the Ford Family. At Ford Estates, Dave was the Director of Wealth Management, where he led a team of wealth advisors, providing a full suite of wealth management services to the Ford Family. Before spending time in the family office industry, Dave was a Manager at Plante Moran Financial Advisors where he provided wealth management services to ultra-high net worth clients.

Dave is a Certified Public Accountant (CPA), a Certified Financial PlannerTM (CFP庐), and a Certified Investment Management AnalystTM (CIMA庐). Dave graduated from the University of Michigan-Dearborn with a bachelor鈥檚 degree in accounting and finance, and a master鈥檚 degree in accounting.