Leadership Team
Martin Walcoe
President and CEO
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. In 2019, Mr. Walcoe became President and CEO of David Lerner Associates.
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.
Joseph C. Pickard
Executive 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.