David Colby has recently joined Lassus Wherley as an Investment Analyst. In this role, David is responsible for providing support to the investment and financial planning teams through research of investment options, the development of investment plans, and the on-going review of client accounts. David serves on the financial planning and investment committees. He will also work with advisor teams on special projects, preparation for client meetings, and in coordinating the flow and analysis of client data.
David has a BS in Finance from The College of New Jersey. Prior to joining Lassus Wherley in his current position, David worked at The College of New Jersey as a Financial Research Assistant. Prior to that, David completed an internship at Lassus Wherley as an Associate Investment Analyst.
Lassus Wherley was founded in 1985 by Diahann W. Lassus, CFP®, CPA/PFS and Clare E. Wherley, CPA, CFP®. We have two offices to serve our clients, one in New Providence, NJ, and the other in Bonita Springs, FL. Lassus Wherley is a Fee-Only wealth management firm with expertise in financial planning, investment management, tax preparation, trust services, and family office support. We work with individuals, couples, families, pension and profit sharing plans, trusts, estates, and charitable organizations. Using a team approach that we have developed over more than 30 years, we have helped hundreds of clients build secure financial futures and achieve peace of mind. Lassus Wherley is a nationally certified Women’s Business Enterprise by the Women’s Business Enterprise National Council (WBENC) and a member of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. The Lassus Wherley web site is www.lassuswherley.com.