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Diahann W. Lassus
Diahann@lassuswherley.com
Lassus Wherley
1 Academy Street
New Providence, NJ 07974
(908) 464-0102
www.lassuswherley.com
In 1985, Diahann W. Lassus co-founded Lassus Wherley with Clare E. Wherley. Lassus Wherley is a wealth management firm with offices in New Providence, New Jersey and Naples, Florida. Lassus Wherley is a wealth management firm providing fee-only financial services, including financial planning, investment management, tax, trust and family office services. Each client has a team of individuals they work with over time. We encourage all new clients to go through a comprehensive planning process prior to beginning investment management. Diahann has focused on finance since 1970, when she handled accounts payable for Blue Cross-Blue Shield of Florida while attending college at night. She earned a Bachelor of Science degree in Management from Florida State University in 1976. In 1977, Diahann earned an MBA from the University of North Florida. During this period, she worked as a graduate research assistant and was co-author of a study on the economic impact of the University of North Florida on the surrounding community. After receiving her MBA, Diahann worked for Western Electric until 1984. Diahann worked for several AT&T organizations between 1977 and 1984, at one point overseeing annual sales of $140 million and managing 60 employees. In 1984, she was AT&T’s Field Operations Manager for the Special Project Olympic Operations in Los Angeles, creating in eight months the largest temporary telecommunications network in existence. Diahann taught at the University of New Orleans for several years and later at Upsala College and the College of Saint Elizabeth in New Jersey. She is an accomplished author and lecturer with articles appearing in newspaper financial columns and other financial-interest publications. She speaks on financial topics at universities and business seminars on a regular basis. She recently authored a chapter titled “Start Your Engines: Wealth Management 101” for the Wealth Management Book in the Inside the Minds series. The book will be published in the Fall of 2004. In 1998, President Bill Clinton appointed Diahann to the Retirement Savings Summit in Washington, D.C. In 1996, New Jersey Governor Christine Whitman appointed her to the New Sources of Capital Board. In 2000, New Jersey Speaker of the Assembly, Jack Collins, appointed Diahann to the Assembly Business Task Force. In 1995, Diahann was a delegate to the White House Conference on Small Business, for which she chaired the New Jersey Capital Formation Committee. She served on the Certified Financial Planners Board of Standards, Board of Governors from 1994 to 1997. Diahann was named one of Worth Magazine’s Top Financial Advisors six times, beginning in 1994 with the top 60 list and the 2004 Most Exclusive 100. Diahann has been profiled in Dow Jones Investment Advisor Magazine, CPA Wealth Provider, the Journal of Financial Planning and the Financial Advisor Magazine. In 1995, Diahann was named U.S. Small Business Administration’s 1995 New Jersey Women in Business Advocate. The following year, she was awarded the University of North Florida’s Distinguished Alumni Achievement Award. In 2001 Diahann participated as a Speaker in Florida State University’s Bruning Distinguished Speakers Series. Diahann has also been named to the following in Business News New Jersey: The Business News 100, Twenty-six Intriguing Women of New Jersey Business, and Top Women in Business. Diahann currently serves on the Board for the Center for Women’s Business Research, the International Institute of New Jersey Advisory Board, and the Rothman Institute for Entrepreneurial Studies Advisory Board. She recently completed a six year term on the Board of the New Jersey Chamber of Commerce. Diahann served as President of the National Association of Women Business Owners (NAWBO) for 1998-99 and her service to that organization and the New Jersey Association of Women Business Owners has been recognized in the following ways: 2004 NAWBO CJ Gillian Rudd Vanguard Award, 1999 First Annual Abigail Adams Award, 1996 NAWBO Member of the Year, 1995-96 President’s Citation for Commitment, 1994-95 President’s Service Award, 1993 Nancy C. Righter Service Award, 1990 Business Woman of the Year.