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Clare Wherley
clare@lassuswherley.com
Lassus Wherley & Associates, P.C.
1 Academy Street
New Providence, NJ 07922
(908) 464-0102
www.lassuswherley.com
Clare’s interest in finance dates back to her first job in sales, purchasing and management for her family’s retail business, Wherley’s Clothing & Sporting Goods. Those early experiences inspired her to earn a Bachelor of Science degree in Mathematics from Duquesne University in 1966. She continued her education at the University of San Francisco, earning an MBA in Business 1973. In 1988, she added an MBA in Accounting from Fairleigh Dickinson University and passed all four parts of the CPA exam on her first try. Experience Following her graduation, she accepted a series of positions of increasing responsibility at AT&T, Western Electric, Bell Laboratories and Pacific Tel. From 1966 to 1987, her titles and responsibilities ranged from specialties in accounting, organization design, data processing design, programming, systems implementation, and operations. She held positions in supply distribution management, accounting systems planning and development, and computer operations including special project operations for the 1984 Summer Olympics, where she was in charge of planning, implementation and actual operations for telecommunications and electronic messaging in Los Angeles. Honors In 1989, Clare was named a Certified Public Accountant by the New Jersey State Board of Accountancy. She earned her CERTIFIED FINANCIAL PLANNER™ certification in 1993 by the International Board of Standards and Practices. In 1995, she was honored as New Providence Business Person of the Year. She is listed in editions of Who’s Who of American Women and Who’s Who in the West. Professional Affiliations Clare firmly believes in the importance of professional affiliations for educational, advocacy and networking purposes. For this reason, she is active with the following organizations: •Summit Business and Professional Women’s Club (Past President) •New Jersey Association of Women Business Owners •New Jersey Society of Certified Public Accountants •American Institute of Certified Public Accountants •SAGE (Board of Trustees, Past President) •Rotary Club of Summit •Women’s Resource Center (Treasurer) •St. Hubert’s Giralda, Planned Giving Program •Women’s Financial Network at Siebert, a division of Muriel Siebert & Co., Inc.