The Lerner Group manages portfolios with an academic, disciplined approach, developed by Dr. Lerner over the past 40 years.
We, Dr. Gene Lerner, JR Gondeck, and Mingdong Tan, represent over 80 years of combined wealth management expertise and have a profound understanding of the financial and economic landscape. The Lerner Group focuses closely on your individual goals, guiding you towards prudent long-term investment strategies that preserve and enhance your wealth. We serve a wide range of clients including high net worth individuals, foundations, profit sharing plans, pension plans, as well as serving as portfolio managers for other wealth managers.
“The Lerner Group strives to maintain and enhance our investors wealth by helping them navigate through the three stages of wealth planning; accumulation, preservation and distribution.”
