Great place to work, family environment - Anonymous employee David Lerner Associates Employee Review

Working at David Lerner Associates has been a great experience. I’ve picked up a ton of skills here — from backend systems to client-facing work — and I’ve had the chance to learn from some really sharp people. There’s a strong culture of mentorship, and it’s clear the company genuinely cares about its employees. I’ve built great relationships across teams and feel like I’m part of something that values growth and accountability.

none. the benefits program has increased a lot and I'm thankful for them.

Great fixed income offerings including bonds and funds

Limited investment portfolio stuck with specific funds and bonds