Deborah J Rivosa Joins Lassus Wherley
Deborah J. Rivosa, CFP®, CFA has recently joined Lassus Wherley as Director, Business Development. She will be responsible for managing the firm's business development practices, procedures and plans. Prior to joining Lassus Wherley, Deborah was a Managing Director with Evergreen Private Asset Management of Wachovia Bank located in Summit, NJ. She has over twenty years experience in the financial services industry. Deborah's diverse background encompasses trusts, private banking and asset management.
Deborah has a B.A. degree from Connecticut College in New London, CT and an M.B.A. degree from the University of Connecticut in Hartford, CT. In 1987, she completed the Program for Management Development (PMD) at Harvard University. She received her Certified Financial Planner™ designation in 1988 from the College for Financial Planning and became a Chartered Financial Analyst in 1991. Deborah has served in the past on the Board of Directors of the Women's Fund of New Jersey, on the Board of Trustees of the State of New Jersey Teacher's Pension and Annuity Fund, and as President of the New Jersey Banker's Association Trust and Financial Management Division. In 1994 she was a recipient of the Tribute to Women & Industry (TWIN) award.
Lassus Wherley is a wealth management firm with offices in New Providence, New Jersey and Bonita Springs, Florida providing fee-only comprehensive financial services, including financial planning, investment management, tax, trust, and family office services. The Lassus Wherley web site is www.lassuswherley.com.