Dynasty Financial Partners (Dynasty) has partnered with Intellectus Partners (Intellectus), the most recent independent investment advisory firm to leverage Dynasty’s’ platform of integrated wealth management services and technology.
Headquartered in San Francisco with roots in Silicon Valley, Intellectus Partners immediately becomes one of the largest independent RIAs in the United States. The team’s Lifecycle Advisory approach is focused on working with entrepreneurs from the beginning– from the start-up of their venture to helping them discover how their success and wealth can benefit the world around them. In addition to tailored investment management, wealth transfer, lending, and philanthropy, Intellectus also offers entrepreneurial advisory and venture services, drawing on its deep roots in the start-up community.
Prior to founding Intellectus Partners, David J La Placa (pictured) 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, earning national recognition from Fortune, Barron’s and Research. La Placa serves as Chairman and CEO of Intellectus.
Jay Casey is co-founder and President of Intellectus. Casey is a former Director, Advisor, and Portfolio Manager at Deutsche Bank. He has also earned national accolades from Barron’s and On Wall Street. He began his financial services career in 2000 after earning his MBA in Finance and Entrepreneurship from Duke University’s Fuqua School of Business.
La Placa and Casey have worked together since 2000. They are joined by Kelly Morton, Vice President of Client Planning, and Tina Chan, Vice President of Operations and Administration, both of whom are long-term members of their team.
“We launched Intellectus Partners to address the needs of successful entrepreneurs, corporate executives and their families – who want the best investments and opportunities available,” says La Placa. “Entrepreneurs ourselves, we embrace our ability to innovate, create value, quantify risks, and help our accomplished clients capitalise on opportunities – with minimal conflicts or restrictions. We believe the existing wealth management model focuses too much on what a client has done in the past. We are focused on their future.”
Intellectus leverages Dynasty’s state-of-the-art capabilities, including technology, managed investments, institutional research, trust and insurance services and credit facilities. The company also accesses Dynasty’s groundbreaking investment platform, which integrates the industry-leading proprietary research of Callan Associates. Fidelity and Pershing provide custody services. For more information, please visit www.intellectuspartners.com.
“We are thrilled to welcome David, Jay and their team to the Dynasty network,” says Shirl Penney, President and CEO of Dynasty. “Their acumen, expertise and entrepreneurial vision have earned them an exceptional reputation in Silicon Valley and beyond. It’s fitting that Intellectus Partners should partner with Dynasty, founded to help preeminent wealth management teams amplify the benefits of independence, objectivity, transparency, and competition.”
