David Lerner Associates, Inc. Employee Directory

Q: What is David Lerner Associates, Inc. known for?

David Lerner Associates, Inc. was founded in 1975. David Lerner Associates, Inc. operates in the Financial Services industry.

Q: Who are David Lerner Associates, Inc.'s key employees and leadership?

David Lerner Associates, Inc.'s key employees include: President And Ceo: M. W., Cfo: L. S., Chief Compliance Officer: A. H., Chief Information Officer: T. G., Chief Compliance Officer: S. S..

Financial ServicesNew York, United States51-200 Employees

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.

Find David Lerner Associates, Inc. employees' phone numbers or email addresses

David Lerner Associates, Inc. Global Highlights

North America
246

United States Of America
246

Europe
2

United Kingdom Of Great Britain And Northern Ireland
1
Spain
1

David Lerner Associates, Inc.'s Leadership

L. S.
Cfo
Mobile Phone
Email
A. H.
Chief Compliance Officer
Mobile Phone
Email
T. G.
Chief Information Officer
Mobile Phone
Email
S. S.
Chief Compliance Officer
Mobile Phone
Email
L. L.
Vice President Human Resources
Mobile Phone
Email
J. T.
Vice President Investments
Mobile Phone
Email
E. F.
Vp Marketing/Branding & Creative Services
Mobile Phone
Email
E. B.
Vice President Of Investments
Mobile Phone
Email

David Lerner Associates, Inc. Employee Metrics

100%

50%

0%

2026

2025

2024

Banking
Information Technology
Human Resources
Legal
Accounting
Other

Contact profiles from David Lerner Associates, Inc.

Name

Title

Contact Info

Location

Last Update

J. D.
President
Mobile Phone
Email
United StatesNew York
Oct 23, 2024
L. S.
Cfo
Mobile Phone
Email
United StatesNew York
Jul 07, 2024
M. W.
President
Mobile Phone
Email
Oct 23, 2024
R. M.
President
Mobile Phone
Email
Oct 23, 2024
R. W.
Of Counsel (partner 1986-2019)
Mobile Phone
Email
United StatesNew Jersey
Oct 23, 2024
S. S.
Chief Compliance Officer
Mobile Phone
Email
United StatesNew York
Nov 24, 2025
L. L.
Vice President Human Resources
Mobile Phone
Email
United StatesNew York
Jan 30, 2026
J. T.
Vice President Investments
Mobile Phone
Email
United StatesNew York
Oct 21, 2025
E. F.
Vp Marketing/Branding & Creative Services
Mobile Phone
Email
United StatesNew York
Dec 03, 2025
A. B.
Vice President
Mobile Phone
Email
United StatesNew York
Dec 09, 2024

Frequently Asked Questions

What is David Lerner Associates, Inc. known for?

David Lerner Associates, Inc. was founded in 1975 operates in the Financial Services industry. The company's main headquarters is located in 477 Jericho Turnpike Syosset, New York 11791 United States; you can contact the main corporate office by phone at

+1-516-921-****

. Explore David Lerner Associates, Inc.'s company overview page for more information.

What is David Lerner Associates, Inc.'s most common email format?

David Lerner Associates, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more David Lerner Associates, Inc. email formats with LeadIQ.

How many employees does David Lerner Associates, Inc. have currently?

David Lerner Associates, Inc. has approximately 179 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are David Lerner Associates, Inc.'s key employees and leadership?

As of February 2026, David Lerner Associates, Inc.'s key employees include:

Cfo: L. S.
Chief Compliance Officer: A. H.
Chief Information Officer: T. G.
Chief Compliance Officer: S. S.
Vice President Human Resources: L. L.

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