David Lerner Associates, Inc.


David Lerner Associates seeks to guide investors toward their goal of achieving their financial objectives. In today’s give and take financial markets, we believe we offer investment programs that make sense. We offer many investment opportunities; some designed to provide income. David Lerner As... Read more


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Martin Walcoe
President/CEO
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Allen Holeman
Chief Compliance Officer
Regina Faber
Vice President Operations
Andrew Gutschneider
Senior Vice President Investments
Dana Lightner
Senior Vice President Of Investments
David A. Neuwirth
Senior Vice President Of Investments And Insurance
Maxim Tulupnikov
Senior Vice President Investments
Bill Mason
Executive VICE President
Rande Aaronson
Branch Manager/ Executive Vice President
Charles Castro
Sr. Vice President