Website: https://www.davidlerner.com/find-an-investment-counselor

After earning a degree in history from Binghamton University, Daniel Lerner began his career in finance as an investment counselor at David Lerner Associates in 1991. As the son of the firm's founder, Daniel Lerner quickly established himself as a valuable member of the team. Throughout his career, Daniel Lerner has gained knowledgeable experience with other reputable financial firms, such as Charles Schwab and Bear Stearns. In 2013, Daniel Lerner was promoted to Executive Vice President of Investor Services at David Lerner Associates, where is currently works today.

#Investment Professional #Daniel Lerner and David Lerner Associates

LinkedIn: https://www.linkedin.com/in/daniel-t-lerner