David Lerner Associates, Inc.
Michael Grubstein is an experienced investment counselor serving as Vice President at David Lerner Associates, Inc. since July 2019. Prior roles include Private Client Banker at JPMorgan Chase Bank NA from May 2016 to March 2019, Associate Group Director and Vice President at Signature Bank from October 2012 to December 2015, and Assistant Vice President as a Premier Relationship Manager at HSBC Bank USA, NA from June 2005 to October 2012. Michael Grubstein has developed a strong expertise in client relationships and investment strategies throughout a successful career in the financial services industry.
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 Associates supports its Investment Counselors through a strong media presence, with frequent advertising, along with direct mailing campaigns and trade show appearances. In addition, the firm often conducts free investment seminars featuring Senior Investment Counselors of the firm.