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.

Advertising

Investment Management

David Lerner Associates, Inc.

Martin Walcoe

Mina Gergis

Marc Selanikio

Irina Bel

David Beckerman

Charles Castro

William Campbell

Rande Aaronson

Bill Mason

Maxim Tulupnikov

David A. Neuwirth

Dana Lightner

Andrew Gutschneider

Regina Faber

Joseph Aspelund

Raymond Karst

Allen Holeman

Jayne Gresalfi

Ellen Ford

Leadership Team

Investments Team

Teams at David Lerner Associates, Inc.

Leadership Team

Investments Team