WHITE PLAINS, N.Y. — As an advocacy ambassador for the Arthritis Foundation, Erin O’Rourke was used to rallying support for her cause when she wasn’t working for David Lerner Associates in White Plains.So when the Long Island resident had the opportunity to speak before Congress about the need for research funding to prevent cases of post-traumatic osteoarthritis and rheumatoid ...

When Daniel Lerner was in first grade, his teacher asked the students what their parents did for a living. When it was his turn, he proudly proclaimed, “My dad is in nutual funds.”“I couldn’t say my m’s,” said a smiling Lerner inside the White Plains office for David Lerner Associates. His father built the company and now Daniel serves as Senior Vice President.During a hiatus from ...

Brian Jackson found his way to the finance industry after watching members of his own family mismanage their finances. As the White Plains Branch Assistant Manager for David Lerner Associates, he hopes he can help others avoid those mistakes.“Watching some poor financial management in my family really opened my eyes up to what sensible investments were,” said Jackson. That's why David ...