CEO David Lerner

David Lerner, CEO, David Lerner Associates, speaks to students about his experiences. Free and open to the public.
Feb 13, 2013
6:00 PM

Started in 1976, David Lerner Associates is a privately-held securities broker/dealer, with clients' assets under management of over $9 billion, and employing more than 500 associates in offices in New York and Florida.  From the beginning, the firm has been committed to educating the public about investing opportunities available to them. The company pioneered the concept of free investment seminars. The seminars are offered regularly throughout the New York metropolitan area and in Florida. These financial seminars are educational and based on the firm's "sensible middle ground of investing" philosophy.

David Lerner Associates believes gambling and investing are not the same. They believe the stock market should make for interesting dinner conversation but should not be a matter of financial life or death.  Their aim is to guide  investors in directions that will help them achieve their financial objectives.

David Lerner Associates is dedicated to educating clients about the financial opportunities available to them. They offer many investment opportunities, some designed to provide income. Based on their investment model, the seminars teach a structured way to think about their investments.

Among the many investment opportunities, they offer opportunities in real estate investment trusts (REITs), tax-free municipal bonds, stripped municipal bonds, zero coupon bonds, collateralized mortgage obligations (CMOs), mutual funds and retirement plans.

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College of Business and Management