Leadership Team

 

Dempsey

John Dempsey
President

John Dempsey joined David Lerner Associates in 1979. Initially hired as an investment counselor, he moved into branch management by 1985, and shortly after that was asked to direct a new training department. Mr. Dempsey held various leadership positions at DLA and headed up training and sales development for David Lerner Associates until becoming president in 2012. 

 

DTLerner

Daniel T. Lerner
Executive Vice President, Investor Services

Daniel T. Lerner is the son of David Lerner, the founder of David Lerner Associates. Mr. Lerner joined the firm in 1991 as an investment counselor and was appointed to Executive Vice President, Investor Services in 2013.

 

MLerner

Martin Lerner
Executive Vice President, Insurance Services & Training

Martin Lerner is the brother of David Lerner, the founder of David Lerner Associates, and has been with the firm since 1979. During that time he has been instrumental in developing the firm’s estate planning and insurance department as Executive Vice President, Insurance Services and Training,

 

Walcoe

Martin Walcoe
Executive Vice President, Sales Development

Martin Walcoe joined David Lerner Associates in 1986 as an investment counselor. In 2009, he became Executive Vice President with the responsibility to direct branch management in the development of their sales teams.

 

pickard

Joseph Pickard
Senior Vice President, General Counsel

Joseph C. Pickard has served as General Counsel for David Lerner Associates, Inc. since 2002. Mr. Pickard oversees all legal matters involving the firm and is a FINRA Industry Arbitrator.