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Leadership Team

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Leadership Team

Martin Walcoe, David Lerner Associates
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, 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.

Martin Lerner, David Lerner Associates
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.

Joseph C. Pickard, David Lerner Associates
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.