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.

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