Avi Lerner, Cfa
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Avi Lerner, Cfa Email & Phone Number

Principal Analyst at Congressional Budget Office
Location: Kensington, Maryland, United States 6 work roles 2 schools
2 work emails found @cbo.gov LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Current company
Role
Principal Analyst
Location
Kensington, Maryland, United States
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Avi Lerner, Cfa is listed as Principal Analyst at Congressional Budget Office, a with 209 employees, based in Kensington, Maryland, United States. AeroLeads shows a work email signal at cbo.gov and a matched LinkedIn profile for Avi Lerner, Cfa.

Avi Lerner, Cfa previously worked as Senior Research Associate at Robert W. Baird and Research Associate, Specialty Finance at Wachovia Securities. Avi Lerner, Cfa holds Mba, Finance from University Of Maryland - Robert H. Smith School Of Business.

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*@cbo.gov
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Profile bio

About Avi Lerner, Cfa

Specialties: Registered Patent Agent.NASD Certifications: Series 7, 63, 86, 87.

Listed skills include Financial Modeling, Series 7, Portfolio Management, and Analysis.

Current workplace

Avi Lerner, Cfa's current company

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Congressional Budget Office
Congressional Budget Office
Principal Analyst
washington, district of columbia, united states
Website
Employees
209
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6 roles

Avi Lerner, Cfa work experience

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Principal Analyst

Current

Washington D.C. Metro Area

Serve as CBO’s expert and primary point of contact for three key areas of federal spending:(1) Treasury Debt and InterestResponsible for building and maintaining financial models to forecast the amount andcomposition of outstanding Treasury debt and the associated annual interest costs for CBO’sbaseline estimates of federal spending.Write and edit reports on the national debt and its impact on the economy, including theBudget and Economic Outlook, briefs on the debt ceiling, and letters in response to formalCongressional inquiries.(2) SequestrationForecast the effects of the Budget Control Act (sequestration) on discretionary and mandatoryspending across all budgetary resources.Interpret and apply current law to develop cost estimates for legislative proposals to extend or modify the rules governing sequestration.(3)Troubled Asset Relief ProgramEstimate the effects of the Troubled Asset Relief Program (TARP) on federal deficits, creditmarkets, and the financial system as a whole.Author comprehensive reports detailing the expected gains or losses for each sub-programfunded through the TARP.Serve as CBO’s liaison for communication and cooperation across governmental agenciesincluding Congressional staff, the Treasury’s Office of Financial Stability, the FederalReserve, and members of the banking community.Gave presentations on the effects of the TARP to internal and external groups, analyzing thepolicies and strategies associated with the government’s intervention in the financial marketsand its actions to mitigate losses resulting from bank failures and resolutions.Additionally:Previous areas of focus within CBO include estimating the costs associated with the Federal Deposit Insurance Corporation (FDIC), the Dodd-Frank Wall Street Reform and Consumer Protection Act, the Federal Financing Bank, and the National Railroad Retirement Investment Trust.

Jan 2010 - Present

Senior Research Associate

Sell-side research: REITsEvaluated business plans and analyzed financial statements of Real Estate Investment Trusts(REITs) operating in retail, office, and industrial sectors.Authored comprehensive reports projecting company earnings and exploring the risk/rewardprofile of individual companies.Initiated coverage on new REITs and presented buy-sell-hold recommendations to internal sales force and external fund managers.

Mar 2008 - Jan 2010

Research Associate, Specialty Finance

Sell-side research: consumer finance.Wrote research reports and built valuation models for consumer finance companies including credit card issuers, business development companies ("BDCs") and pawn and payday lenders.

Jan 2007 - Feb 2008

Equity Analyst, Biotech And Materials Sectors

Mayer Fund, Rh Smith School Of Business

Covered equity holdings for student-managed $2 million University endowment. Responsibilities included building DCF projections, drafting detailed research to support buy/sell recommendations, and presenting results to Mayer Fund colleagues and Board of Directors.

Mar 2006 - May 2007

Consultant (Internship)

Invotex Group

Calculated valuations for intellectual property assets, including medical, pharmaceutical, and computer hardware technologies.Built financial models to project damages, quantifying NPV by researching market conditions, reviewing patent portfolios, and forecasting sales revenues.Presented research results directly to CEO, and drafted expert reports supporting valuation conclusions exceeding $200 million for ongoing litigation cases.Determined optimal strategies for entrepreneurs to maximize IP commercialization profits.

Jun 2006 - Aug 2006

Primary Patent Examiner

Us Patent & Trademark Office

Wrote comprehensive reports on more than 1,000 inventions in the transportation and vehicle industries; had final authority on the patentability of each application based on objective and subjective judgment.Negotiated contractual terms of intellectual property rights with inventors' legal counsel, defining the scope of patent protection.Trained new examiners in key functional skills including complex research and analysis strategies, effective comparison methods, and persuasive writing techniques.

Aug 1996 - Aug 2005
Team & coworkers

Colleagues at Congressional Budget Office

Other employees you can reach at cbo.gov. View company contacts for 209 employees →

2 education records

Avi Lerner, Cfa education

Bs, Mechanical Engineering & Applied Materials

Activities and Societies: 3.57 GPA, Graduated Magna Cum Laude

FAQ

Frequently asked questions about Avi Lerner, Cfa

Quick answers generated from the profile data available on this page.

What company does Avi Lerner, Cfa work for?

Avi Lerner, Cfa works for Congressional Budget Office.

What is Avi Lerner, Cfa's role at Congressional Budget Office?

Avi Lerner, Cfa is listed as Principal Analyst at Congressional Budget Office.

What is Avi Lerner, Cfa's email address?

AeroLeads has found 2 work email signals at @cbo.gov for Avi Lerner, Cfa at Congressional Budget Office.

Where is Avi Lerner, Cfa based?

Avi Lerner, Cfa is based in Kensington, Maryland, United States while working with Congressional Budget Office.

What companies has Avi Lerner, Cfa worked for?

Avi Lerner, Cfa has worked for Congressional Budget Office, Robert W. Baird, Wachovia Securities, Mayer Fund, Rh Smith School Of Business, and Invotex Group.

Who are Avi Lerner, Cfa's colleagues at Congressional Budget Office?

Avi Lerner, Cfa's colleagues at Congressional Budget Office include Joanna Capps, Brandon Lever, Russell Krupen, Brittany P., and Aditi Sen.

How can I contact Avi Lerner, Cfa?

You can use AeroLeads to view verified contact signals for Avi Lerner, Cfa at Congressional Budget Office, including work email, phone, and LinkedIn data when available.

What schools did Avi Lerner, Cfa attend?

Avi Lerner, Cfa holds Mba, Finance from University Of Maryland - Robert H. Smith School Of Business.

What skills is Avi Lerner, Cfa known for?

Avi Lerner, Cfa is listed with skills including Financial Modeling, Series 7, Portfolio Management, and Analysis.

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