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Diahann Lassus, '76 Management

Diahann LassusTitle: President, Chief Information Officer & Co-Founder
Company: Lassus Wherley
Location: New Providence, NJ


In 1985, Diahann W. Lassus co-founded Lassus Wherley, a wealth management firm with offices in New Providence, New Jersey and Bonita Springs, Florida. Diahann is President and Chief Investment Officer.

Licenses, Degrees and Designations
CERTIFIED FINANCIAL PLANNER™ certification - CFP® Board of Standards, 1986

Certified Public Accountant - New Jersey State Board of Accountancy, 1992

Personal Financial Specialist - American Institute of Certified Public Accountants (AICPA), 2005

BS Management - Florida State University, 1976

MBA - University of North Florida, 1977

Experience
Diahann held positions in accounting and line operations for Blue Cross Blue Shield, Xerox Corporation and AT&T from 1970 to 1984. She was the Field Operations Manager for the 1984 Summer Olympic Games in Los Angeles.

Noteworthy Achievements
Named to the inaugural CNBC Financial Advisor Advisory Board, 2013

New Jersey Society of CPAs "50 Over 50", 2013

30 Most Influential- National Association of Personal Financial Advisors (NAPFA), 2013

Multiyear (2012, 2013) Five Star Wealth Manager award winner

Featured in book How Women Lead: The 8 Essential Strategies Successful Women Know, 2012

Participated on a panel discussion at the 2012 London Olympics sponsored by Rutgers Business School’s Thought Leadership Program

New Jersey Society of CPAs "2012 Women of Note"

Top 25 Leading Women Entrepreneurs & Business Owners in New Jersey-Own It Ventures and New Jersey Monthly, 2011

50 Top Women in Wealth - AdvisorOne, 2011

Robert J. Underwood Distinguished Service Award -NAPFA, 2010

In May, 2010 honored at the Rothman Institute for Entrepreneurial Studies 20th Anniversary celebration as the inaugural speaker in 2004 for the Female Entrepreneurship Series. An edited version of her speech comprised a chapter in the book Entrepreneurship and Innovation: Global Insights from 24 Leaders commemorating the Institute’s 20th anniversary.

Top 50 Women in Wealth Management - Wealth Manager, 2008, 2009, and 2010

TV Appearances on NBC’s The Today Show, My9/WWOR TV, American Public Media’s "Marketplace," and CNBC

Contributed to Biz Brain articles in The Star-Ledger of New Jersey, and authored articles for Investment AdvisorAICPA Wealth Management InsiderNew Jersey Business, and Garden State Woman. Authored a chapter for Inside the Minds: Wealth Strategies for Executives.

Worth Magazine’s Top Financial Advisors seven times beginning with the first list in 1994

Women of Influence in Finance - Women’s Fund of New Jersey, 2007

Profiled in Dow Jones Investment Advisor, CPA Wealth Provider, Journal of Financial Planning and Financial Advisor

Participated on the Investment News Regulatory Roundtable, Journal of Financial Planning Economic Crisis Roundtable, and Dow Jones Interview  Roundtable for Wall Street Journal Special Edition

The Business News 100, Twenty-Six Intriguing Women of New Jersey Business, Women of Influence 2004, and Top Women in Business 2006, 2007- Business News New Jersey and NJBIZ

Honored by Executive Women of New Jersey in their Salute to Policy Makers, 2006

Appointed by President Bill Clinton - Retirement Savings Summit, Washington, DC, 1998

Appointed by NJ Governor Christine Whitman - New Sources of Capital Board, 1996

Delegate to the White House Conference on Small Business, chaired the NJ Capital Formation Committee, 1995

Professional Affiliations
NJ State Chamber of Commerce Board of Directors and the Rothman Institute of Entrepreneurship Advisory Board

A NAPFA Representative on the Financial Planning Coalition, 2007 to 2012. Testified before the House Committee on Financial Services in Washington, DC, on regulation of the financial planning profession.

Board of Directors for the Center for Women's Business Research (1994 to 2012)

NAPFA National Board Chair, 2008-2009; Industry Issues Chair, 2006-2008; Public Policy Committee (formerly Industry Issues), 2006-Present

CFP® Board of Standards, Board of Governors, 1994-1997

National Advisors Trust Company Board

President of the National Association of Women Business Owners (NAWBO), 1998-1999



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