David Colby joined Lassus Wherley as an Investment Analyst in 2018. 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.
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.
Bachelor of Science, The College of New Jersey (2018)
Investment Advisor Representative (Series 65, 2019)