California Wealth Management Team Launches Independent Firm
1. 12/12/2016 One of the Largest Wealth Management Teams in California, Led by David J. La Placa and Jay Casey, Launch Independent Advisory Firm: Intellectus P...
http://www.streetinsider.com/Press+Releases/One+of+the+Largest+Wealth+Management+Teams+in+California,+Led+by+David+J.+La+Placa+and+Jay+C... 1/3
GET QUOTE Go SEARCH SITE Go LogIn | Home | Email Alerts | My Headlines | Portfolio
Upgrade to StreetInsider Premium! Free Trial
QUICK LINKS : Goldman Sachs Conviction Buy List Carl Icahn News Warren Buffett News Ackman News Follow @Street_Insider 46.2K followers
Press Releases
Article Comments (0)
Tweet Share Email
One of the Largest Wealth Management Teams in California, Led by David J. La
Placa and Jay Casey, Launch Independent Advisory Firm: Intellectus Partners
June 29, 2015 10:00 AM EDT
Get inside Wall Street with StreetInsider Premium. Claim your 2week free trial here.
As Advisors to Entrepreneurs, Firm To Focus on NewlyCreated Wealth in Silicon Valley in a
Robust IPO and M&A Environment
NEW YORK(BUSINESS WIRE) Dynasty Financial Partners (“Dynasty”) today announced its
partnership with Intellectus Partners (“Intellectus”), the most recent independent investment advisory
firm to leverage Dynasty Financial Partners' industryleading platform of integrated wealth
management services and technology.
This Smart News Release features multimedia. View the full release here:
http://www.businesswire.com/news/home/20150629005024/en/
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 startup 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 startup community.
Prior to founding Intellectus Partners, David J. La Placa 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. Mr. La Placa serves as Chairman and CEO of
Intellectus.
Jay Casey is cofounder and President of Intellectus. Mr. 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.
Mr. La Placa and Mr. 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 longterm 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,” stated David J. La Placa. “Entrepreneurs ourselves, we embrace our ability to innovate, create value, quantify
risks, and help our accomplished clients capitalize 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 stateoftheart 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 industryleading
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,” declared 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.”
Biographies
David J. La PlacaFounder, Chairman, CEO
David La Placa has led Intellectus Partners since its founding, keeping clientcentric solutions, relationship banking, and innovation at the forefront of
his leadership. He leads the Global Executive Investment & Operating committees and oversees all investment strategies.
Mr. La Placa 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,
most recently in February 2015.
Prior to founding Intellectus Partners, Mr. La Placa 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, he
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
Like 6.9K
1. OPHT
2. ALXN
3. LMT
4. BA
5. CBS
6. FOXA
7. VIAB
8. TSLA
9. AKAO
10. REGN
Top News Most Read Special Reports
FREE Breaking News Alerts from StreetInsider.com!
Email Address
Subscribe
StreetInsider.com Top Tickers, 12/12/2016
Energy shares lift Dow, S&P; techs drag Nasdaq
Alexion Pharma (ALXN) CEO Hallal Resigns for
Personal Reasons; CFO Sinha Leaves to
Pursue Other Opportunities
Oil hits highest since mid2015 as global
producers agree to cut
Lockheed Martin (LMT) on Watch as Trump
Tweets F35 Program and Cost is 'Out of
Control'
PreOpen Stock Movers 12/12: (AKAO) (AIQ)
(CSOD) Higher; (OPHT) (ALXN) (VIAB) Lower
(more...)
