David Lerner Associates, Inc.
Mina Gergis is a seasoned finance professional with extensive experience in business development and investment management. Currently serving as Vice President of Investment at David Lerner Associates, Inc. since March 2017, Mina has demonstrated a strong ability to drive strategic objectives across the organization. Previously, as a Marketing and Business Development Independent Consultant from 2012 to March 2017, Mina provided expert guidance to various clients. Prior experience includes a long tenure at PLM, where Mina held the position of Vice President of Business Development from June 1986 to 2013, overseeing comprehensive business development functions and ensuring alignment with the company's strategic goals.
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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.