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

Raymond Karst

Allen Holeman

Jayne Gresalfi

Ellen Ford

The Leadership Team at David Lerner Associates, Inc. is responsible for guiding the strategic direction and operations of the firm. This team ensures the effective execution of the company's mission to help investors achieve their financial goals while maintaining compliance, enhancing marketing efforts, overseeing technology infrastructure, managing human resources, and driving investment strategies.

Leadership Team

Investments Team

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Leadership Team

About

Team members

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Leadership Team

About

Team members

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