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

The Investments Team at David Lerner Associates, Inc. is responsible for providing personalized financial advice and tailored investment strategies to clients. They guide investors towards achieving their financial goals through a variety of investment opportunities, including those designed to generate income. The team also supports the firm's media presence, conducts free investment seminars, and engages in direct mail campaigns and trade show appearances to expand their outreach and educate potential investors.

Investments Team

Leadership Team

Investments Team

About

Team members

Other teams at David Lerner Associates, Inc.

Leadership Team