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Scott Ladner

Scott Ladner

Chief Investment Officer at Horizon Investments, LLC

Charlotte, NC , United States

About

Scott Ladner is Chief Investment Officer at Horizon Investments, based in Charlotte, NC, where he oversees all aspects of the firm’s investment strategies and chairs its Investment Committee. In this role, Ladner is responsible for guiding the portfolio management process, developing tactical and strategic asset allocation approaches, and steering the firm’s goals-based investment philosophy. His focus spans major asset classes with an emphasis on U.S. equities, fixed income, and the integration of thematic trends such as artificial intelligence, housing, technology, and materials sectors.

Ladner frequently appears in financial media to discuss market outlooks, Fed policy, and sector performance, emphasizing strategies such as barbell approaches and ETF utilization. He is recognized for his thought leadership in navigating volatility and shaping investment strategies that seek to balance risk and capture emerging opportunities, particularly around the evolving roles of technology and macroeconomic shifts in the capital markets.

Prior to his CIO appointment in 2019, Ladner led Horizon’s investments as Head of Investments since 2016 and currently serves as a board member at the University of North Carolina at Chapel Hill’s Investment Management Center. He holds a degree from UNC Chapel Hill, underpinning his deep expertise in multi-asset portfolio construction, economic analysis, and innovative investment solutions for advisors and clients.

Career History

OrganizationRoleDate RangeDetails
Horizon InvestmentsChief Investment OfficerJan 2019 to Present
University of North Carolina at Chapel Hill - Investment Management Center @ KenBoard MemberDec 2023 to Present
Horizon InvestmentsHead of InvestmentsDec 2016 to Present
Horizon InvestmentsHead of RiskDec 2015 to Dec 2016
Principal Guard, LLCFounding MemberDec 2006 to Nov 2009
Charlotte Global AdvisorsPrincipal, Head of TradingFeb 2006 to Nov 2009
Peak6Senior Index Option TraderApr 2005 to Feb 2006
WachoviaVP, Interest Rate Derivatives TradingMay 2004 to Mar 2005
Ran the swaption & cap/floor books (interest rate volatility portfolios).
First UnionVP, Equity Derivatives TradingJun 1998 to Feb 2004
Ran equity swap/forwards book, listed option prop book (equity volatility portfolio), customer-based OTC option book (equity volatility portfolio). Also co-founded Risk Arbitrage and Special Situatio...

Education

University of North Carolina at Chapel Hill

1994 1998

Skills & Expertise

Portfolio Management
Fixed Income
Options
Equities
Mutual Funds
Investments
Equity Derivatives
Asset Management
Bonds
ETFs
Investment Management

Others at Horizon Investments, LLC (12)

NameRoleLocation
A
Alyson Strode
TraderCharlotte, NC , United States
Braho Omeragic
Braho Omeragic
Senior AnalystNew York, NY , United States
Dzhan Yusnyu
Dzhan Yusnyu
Senior AnalystCharlotte, NC , United States
Mike Dickson
Mike Dickson
Head of Research and Quantitative StrategiesCharlotte, NC , United States
Ronald Saba
Ronald Saba
Senior Portfolio ManagerCharlotte, NC , United States
Savannah Bryant
Savannah Bryant
AnalystCharlotte, NC , United States
Casey Hazen
Casey Hazen
Portfolio AnalystCharlotte, NC , United States
D
Dmitry S.
AnalystCharlotte, NC , United States
Jeb Despard
Jeb Despard
Quantitative Investment AnalystWaxhaw, NC , United States
John Yusnyu
John Yusnyu
Senior AnalystCharlotte, NC , United States
Showing 1-10 of 12 team members

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