People Moves

Dynasty Welcomes RIA Focused On Silicon Valley Wealth Creation

Eliane Chavagnon Editor - Family Wealth Report June 30, 2015

Dynasty Welcomes RIA Focused On Silicon Valley Wealth Creation

As advisors to entrepreneurs, Intellectus Partners will focus on newly-created wealth in Silicon Valley - an area with a robust IPO and M&A environment.

California-based Intellectus Partners, which concentrates on serving entrepreneurs, has joined the Dynasty Financial Partners network.

As well as investment management, wealth transfer, lending and philanthropy, Intellectus also provides entrepreneurial advisory and venture services.

Prior to founding Intellectus Partners, David La Placa was a member of the client advisor executive committee and a managing director at Deutsche Bank Alex. Brown. Jay Casey, co-founder and president of Intellectus, is a former director, advisor and portfolio manager at Deutsche Bank. The pair have worked together since 2000 and are joined at Dynasty by Kelly Morton, vice president of client planning, and Tina Chan, vice president of operations and administration.

Dynasty Financial Partners develops, sources and integrates wealth management solutions and technology to help independent advisors serve their clients.

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