Diahann W. Lassus is co-founder, president and chief investment officer of wealth-management firm Lassus Wherley, a subsidiary of Peapack-Gladstone Bank. A certified financial planner, certified public accountant and personal financial specialist, she has appeared on CNBC, NBC and other TV networks. A contributor to publications such as New Jersey's The Star-Ledger, Investment Advisor, AICPA Wealth Management Insider, New Jersey Business and Garden State Woman, Lassus was also featured in the book "How Women Lead: The 8 Essential Strategies Successful Women Know," published in 2012.
Lassus was named one of Investopedia's Top 100 Most Influential Financial Advisors in 2017 and 2018. The Investopedia 100 was created by analyzing the presence and impact of financial advisors across social media channels, TV and radio, conferences, and their own blogs and websites. In 2018 Diahann was appointed to the Financial Planning Foundation, Individual Development Committee. In 2016, she was appointed to the newly formed Commission on Standards by the CFP Board. The Commission was charged with reviewing and making recommendations that are in keeping with CFP Board's mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical financial planning. In 2018 CFP Board of Directors approved a new Code of Ethics and Standards of Conduct, which sets forth the ethical standards for CFP® professionals, effective October 1, 2019. Lassus was named one of the 30 Most Influential in 2013 by the National Association of Personal Financial Advisors (NAPFA), was named among the 25 people who have shaped the advice business by InvestmentNews in 2013 and won the Five Star Wealth Manager Award for 2012-2019.
Lassus is on the New Jersey State Chamber of Commerce Board of Directors and the Board of Governors of the Florida State University College of Business. Lassus previously held positions in accounting and line operations for Blue Cross Blue Shield, Xerox and AT&T. She was the field operations manager for the 1984 Summer Olympics in Los Angeles. Lassus earned a bachelor's degree in management from Florida State University and an MBA at University of North Florida.
Lassus can be reached by email at email@example.com.