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Intellectus Partners

10 people · 0 jobs
‌

Intellectus Partners' name reflects the dynamism of the clients they advise. They work with a network of accomplished clientele—people who make a mark on the world through their intellect.

Industries

Finance

Headquarters

San Francisco, United States

Employees

11-50

Links

Org chart

David J. La Placa
Founder, Chairman & CEO
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Jay Casey
Co-Founder & President
Tina Chan
VP of Operations & Administration, Associate Partner
Kelly Morton
VP of Client Planning, Associate Partner
Jeff Saccacio
Head of Wealth Planning & Family Office Services
Timothy Ng
Head of Intellectus Private Markets, Group Head Entrepreneurial & Corporate Advisory
A.j. de Rosa
Partner | Chief Growth Officer And Head Of Investor Relations

Teams

Leadership Team

4 people · 0 jobs

Client Services and Support

2 people · 0 jobs

Offices

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