Anne L. Kehl Joins Lassus Wherley

Anne L. Kehl has recently joined Lassus Wherley as an Investment Officer. Prior to joining Lassus Wherley, Anne was with Beacon Trust Company of Madison, New Jersey, most recently as a Senior Vice President. Prior to Beacon Trust Company, Anne was a Deputy Manager at Brown Brothers Harriman & Co. in New York. Anne has more than 25 years of investment experience, including portfolio management for individuals and institutions, and equity analysis. Anne received both a B.A. and a M.A. from Middlebury College in Middlebury, Vermont.

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.

Share Us

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved