Our name reflects the dynamism of the clients we advise. We work with a network of accomplished clientele—people who make a mark on the world through their intellect.
“Intellect” is defined as the ability to come to the correct conclusion about what is true and to solve problems. We are privileged to work with people who marry their intellect and ingenuity, creating lasting value for themselves, their families, their companies, and their societies.
Intellectus combines “intellect” and “us.” But it’s not just our intellect. It’s the talent and substance, connectivity and passion of the people we advise. When you become a client of Intellectus, you not only gain an advisory team that is utterly focused on you and your needs. You also gain a broad and diversified circle of like-minded peers who share ideas, experiences and opportunities, generating connection and insight across an elite group of innovative leaders.
Intellectus Partners represents a different approach to wealth creation and preservation. We work with entrepreneurs and successful executives —people who expect and demand something beyond “business as usual.” We are much more than investment advisors or relationship managers. We are integrally involved in the financial, professional, and familial lifecycle of the clients we serve. Entrepreneurs ourselves, we embrace our ability to innovate, create value, quantify risks, and help clients capitalize on the fat pitch of opportunity.
We believe that the traditional wealth management model is broken. Most clients are underserved because of the Big Banks’ embedded conflicts of interest. Entrepreneurs and executives are particularly ill served. Traditional wealth managers view clients in terms of their investment assets alone. For entrepreneurs and executives, their wealth is typically not only in their investment portfolios, but also in the businesses they have built or are running. Intellectus changes the paradigm. We help our clients address key issues of creating and preserving self-made wealth, spanning a lifecycle of needs, from formation all the way through impact investing:
- How to navigate the evolution of a business, from incipient idea through sale or transfer.
- How to optimize a business structure relative to investment, tax, and wealth transfer objectives.
- How to source, evaluate, implement and manage diverse investment managers, strategies and opportunities.
- How to strategize for equity ownership, relative to planning, hedging, liquidity, and sale.
- How to assemble the best experts to achieve professional, personal, and philanthropic goals.
- How to turn your success and wealth into a positive catalyst for the world around you.
Intellectus Partners offers a new paradigm of wealth creation and preservation. Within this new beginning stands a solid foundation. David La Placa and Jay Casey, our founders, have worked together since 2000. They offer a seasoned maturity infused with a collaborative ethos and innovative mindset that drives their lifecycle advisory approach. David and Jay are joined by our Vice President of Client Financial Planning, Kelly Morton, and our Vice President of Operations & Administration, Tina Chan, and who have been with the team since 2000 and 2010 respectively. Our continuity, longevity, and harmony as a team confer benefits to our clients; they know that we have the processes and systems in place to ensure robust coverage for their needs. Our internal operations are sound, and our new partnership with Dynasty Financial Partners significantly enhances that scale and stability, freeing us to devote our energy to the more important concerns of our clients.
David J La Placa
David La Placa has led Intellectus Partners since its founding in 2015, keeping client-centric solutions, relationship banking, and innovation at the forefront of his leadership. He leads the Global Executive Investment & Operating committees and oversees all investment strategies. David’s energy, vision, and hands-on experience in multiple ventures solidify his connection to entrepreneurs. He speaks not from a distant removal to their needs, but a vital understanding of the satisfactions and challenges of entrepreneurship today.
David has extensive experience at the intersection of entrepreneurial advisory, wealth creation, and investment management. He has been recognized as a "Top Advisor" by Fortune and Research Magazine. Barron’s has named him one of the “Top Advisors in America” for several years.
Prior to founding Intellectus Partners, David was a member of the Client Advisor Executive Committee and a Managing Director with Deutsche Bank Alex. Brown. He joined Deutsche Bank in 2004 and quickly became one of the top Financial Advisors in Silicon Valley. Within Deutsche Bank, David served as a portfolio manager, led the firm’s Private Wealth Management West Coast effort within Venture Services, and was the lead advisor for its Internet & Digital Media outreach. Previously, David was Senior Vice President, Private Wealth Management, and co-head of the Venture Services Group at Lehman Brothers in Menlo Park, California. He was responsible for coverage of ultra-high-net-worth entrepreneurs, as well as trading and distribution of venture capital and private equity fund portfolio securities. David graduated from Temple University’s Fox School of Business, with a concentration in Real Estate, Finance, and International Marketing.
David is extremely active in the venture community within Silicon Valley. He sits on boards, advises and invests in start-up companies and growth companies. Current and past associations include Orbital Insight , The Climate Corp (acquired by MON), Scientific Revenue, CareCloud, Circa, Navdy, TheHintBox!, Concept.io (Apple, Inc.), Moon Express, Jukely, Hovee, Gaga Sports & Entertainment, among others.
Jay Casey is a co-founder and President of Intellectus Partners. He specializes in advising entrepreneurs, executives, venture capitalists, and family offices. Jay serves on the Global Executive Committee and the Global Investment & Operating Committees. Within Intellectus, he is responsible for day-to-day oversight of key operating units, including Investment Planning & Analytics, Strategic Product Management, and Risk & Quantitative Analysis.
Prior to founding Intellectus Partners, Jay served as a Director at Deutsche Bank, where he was an Advisor and Portfolio Manager for more than a decade, leading a team with his partner, David La Placa. He had oversight of the team’s investment strategies, including its fixed income, equity, liquidity, and alternative investment offerings. Prior to Deutsche Bank, Jay served as Vice President in the Private Wealth Division of Lehman Brothers.
Jay earned his MBA in Finance and Entrepreneurship from Duke University’s Fuqua School of Business and his undergraduate degree from Appalachian State University. He also studied International Finance at Sasin of Chulalongkorn University in Thailand.
Jay has earned a number of national accolades. On Wall Street recognized him as one of the Top 40 Advisors Under 40 in 2009 and Barron’s has named him one of the Top Advisors in America in multiple years.
Kelly Morton is Vice President of Client Planning and an Associate Partner with Intellectus Partners. She applies her quantitative skills and analytical insights to help clients pursue a range of financial goals. She holds a number of responsibilities within the team related to financial planning, modeling financial returns and cash-flows, reviewing client portfolios, implementing asset allocation, interfacing with our Trust & Estate processes, designing customized reports, assessing investment opportunities and answering client inquiries.
Prior to joining Intellectus, Kelly was an Analyst with David La Placa and Jay Casey at Deutsche Asset & Wealth Management, where she spent five years. Previously, she worked at leading international law firms in San Diego, where she provided paralegal support to patent and intellectual property litigation attorneys.
Kelly earned her B.A. in Political Science, Legal Studies, and a Paralegal Certificate from California State University in Chico and an M.A. in Business Communications from Schiller University in London.
Tina Chan is Vice President of Operations & Administration and an Associate Partner with Intellectus Partners. She oversees all client service and operational functions for the team. Organized, diligent, and responsive, Tina is a central hub for client needs and inquiries. Her responsibilities include oversight of all administrative functions and operations.
Prior to joining Intellectus, Tina worked for five years with David LaPlaca and Jay Casey at Deutsche Asset & Wealth Management as lead sales assistant primarily focused on our Venture & Administrative Services initiatives. Previously, she was a Sales Associate at Thomas Weisel in its Venture Capital Group. Her experience also includes a tenure with Matrix Asset Management Group as a Branch Marketing Associate.
Tina earned her B.S. in Finance and International Business Marketing from San Francisco State University.
Ben Emons is Chief Economist and Head of Credit Portfolio Management for Intellectus Partners. Prior to joining Intellectus, he was a Senior Vice President and Portfolio Manager at Pacific Investment Company (PIMCO), in Newport Beach, California. At PIMCO, Ben studied under and helped manage credit portfolios as a Portfolio Manager with the legendary Bill Gross.
Prior to PIMCO, he was a Portfolio Manager at Nuveen Investments in Los Angeles, focusing on emerging markets, derivatives and government bonds. He also served as Senior Fixed Income Strategist and Derivatives Trading at ABN AMRO in London.
He has 20 years of investment experience and holds an MBA from the University of Southern California and a Masters Degree in International Finance from the University of Amsterdam.
He is a published author of the NY Times reviewed book The Financial Domino Effect, as well as The End of the Risk Free Rate and Mastering Stocks and Bonds.
Alice Wu is Head of Asia Pacific Region, Wealth Creation & Preservation for Intellectus Partners. Prior to joining Intellectus Partners, she was a Managing Director and President of Asia Region with Robertson Stephens. Prior to that, Alice was a Vice President with Credit Suisse Securities (USA) LLC in San Francisco. She advised wealthy Chinese individuals and families in the United States as well as provided institutional-level customized financial solutions to her clients in Asia. Before Credit Suisse, Alice was with Morgan Stanley Private Wealth Management in San Francisco. Alice has earned two master’s degrees, one in Business Administration from New York University and another in Public Health from Boston University. Her Bachelor of Science is from National Taiwan University. In addition to her career in financial services, Alice was an Associate Director at The Asia Foundation advising trustees and donors on their philanthropic activities in Asia. Before receiving her MBA degree, Alice had a career in public health working at Massachusetts General Hospital, where she conducted bio-statistical analyses and co-authored research articles in medical journals. Alice 是 Intellectus Partners 集团的亚洲区总裁。 在加入 Intellectus Partners 之前，Alice 在 Robertson Stephens 担任董事总经理以及亚洲区总裁，也在瑞士信贷证券（美国）有限公司担任副总裁，负责为在美国的高净值家庭提供投资建议并为在亚洲的客户提供机构级的投资方案。 在加入瑞士信贷之前，她任职于三藩市的摩根士丹利私人财务管理公司。 Alice 持有双硕士学位, 即纽约大学史腾 Stern 工商管理硕士学位、波士顿大学公共卫生硕士学位。 她还获得国立台湾大学的学士学位。 在金融服务领域之外, Alice 还曾在亚洲基金会担任副总监, 负责为基金会的董事及慈善家们提供在亚洲开展慈善活动的建议。 在获得工商管理硕士学位之前, Alice 曾从事生物统计分析的工作, 她在麻省总医院从事医学研究, 与他人合着的文章亦见刊于医学杂志。
Trevor Mottl is Intellectus Partners’ Head of Portfolio Structure, Risk & Alternative Data. He has over 18 years of both Buy and Sell side experience in Investment & Portfolio management. Most recently as Global Head of Long/Short Risk at Balyasny Asset Management, where he managed overall risk for the fundamental and quantitative equity business as well as for more than 70 individual PM teams. He also advanced the firm’s use and implementation of Alternative Data to improve the equity valuation process. Formerly, he was on the senior management team of GLG Partners European Equity Fund, the Head of Macro and Derivative Strategy at Susquehanna International Group, and a Vice President at Goldman Sachs where he focused on exotic derivatives. He is currently an Strategy Advisor to EMMAAI, an autonomous AI that uses CNN, LSTM and Bayesian methods based networks with supervised and unsupervised learning. He is a Founding Advisor to Auxesia Orion, an integrated health care company startup, focused on orphan drug development and associated care infrastructure. He is also an Advisor to theHintBox, an AI based financial advisory application. Trevor earned a Bachelor of Science in Biochemistry from Brown University. He has published several research pieces in the fields of artificial organs and biomaterials; focusing primarily on work related to the adhesive properties of polymer-based drug delivery systems and magnetic polymer microspheres.
- Lifecycle advisory
- Entrepreneurial advisory
- Liquidity management
- Financial strategies
- Wealth creation, planning and management
- Investment management
- Investment strategy
- Hedge fund diligence/resourcing
- Financial planning & reporting
- Open-sourced and risk-adjusted venture
- Venture administrative services
Entrepreneur Network & Deal Flow
- Access to Serial Entrepreneurs
- Launch Visibility
- Founder Liquidity Program
- Advisory Access
- BOD & Management placement
- M&A Escrow Services
- Research & Trading
- Hedging & Risk Management
- Management Advisory
- Corporate Services
- Pre IPO & M/A Advisory
- Founder Services
Our emphasis on our clients’ Lifecycle is very much aligned with each client’s passion. Sometimes that passion is building a business, often it is his or her family, but increasingly our clients also want to learn how give. For this reason, we focus on what clients will do in the future as opposed to what they have done in the past. We offer the following philanthropic services:
- Investing for an impact
- Managing the giving process
- Optimizing the flow of capital to causes
- Selecting proper charities and causes
- Building a legacy
+HPM Partners, Paul McGloin
+Dynasty Financial Partners
Intellectus hires new Head of Asia Pacific Region, Alice Wu
Alice Wu will take the lead on the firm’s expansion into covering entrepreneurs and public executives in their cross border, Asia (and China specific) initiative that the firm is accelerating.
Intellectus hires President from Robertson Stephens for Asia Pacific Region
Alice Wu has been named head of Asia Pacific Region, Wealth Creation & Preservation at Intellectus Partners.
The Spotify IPO: David J. La Placa in the Wall Street Journal
If Wall Street doesn’t adapt, direct-listing model could undercut a key relationship tool for advisers
Intellectus Partners, Hires Alice Wu as Head of Asia Pacific Region, Wealth Creation & Preservation
Intellectus Partners, Hires Alice Wu as Head of Asia Pacific Region, Wealth Creation & Preservation
Intellectus Partners Expands its Investment Team & Footprint
Silicon Valley-based Independent Wealth Management Firm, Intellectus Partners, Expands its Investment Team & Footprint; Celebrates One Year Anniversary
Entrepreneurial Clients and how to help them
Ambition, Euphoria and Fear: Entrepreneurial Clients and How to Help Them
Deutsche Bank Loses Team Managing $3 Billion to Startup – Bloomberg Business
David J. La Placa, a wealth manager in Deutsche Bank AG’s San Francisco office, resigned on Friday with three colleagues to start Intellectus Partners, a boutique firm catering to entrepreneurs in Silicon Valley and elsewhere.