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.

Finance

Intellectus Partners

Intellectus Partners' headquarters in San Francisco, CA, United States

David J. La Placa

Jay Casey

A.j. de Rosa

Mary Kate McDonough

Timothy Ng

Jeff Saccacio

Tina Chan

The Leadership Team at Intellectus Partners is responsible for setting the strategic vision and direction of the company, ensuring alignment with the dynamic needs of their esteemed clientele. Comprising the Founder, Co-founders, and Vice Presidents, this team drives operational excellence, fosters client relationships, and cultivates a collaborative environment to inspire innovation and growth within the organization.

Leadership Team

The Client Services and Support team at Intellectus Partners is dedicated to delivering exceptional service and tailored solutions to high-net-worth clients. This team, comprised of experts in wealth planning and family office services, ensures seamless communication and support, fostering strong relationships and empowering clients to make informed decisions that align with their intellectual and financial aspirations.

Client Services and Support

This department manages organizational operations and strategic relationships to support leadership.

Executive Administration

This department focuses on providing strategic guidance and insights in private markets and investor relations.

Private Markets Advisory

This department conducts analyses and gathers data to support decision-making and strategic planning.

Intellectus Partners

Org chart

Teams

Leadership Team

Client Services and Support

Executive Administration

Private Markets Advisory

Research Department

Offices

Intellectus Partners

Org chart

Teams

Leadership Team

Client Services and Support

Executive Administration

Private Markets Advisory

Research Department

Offices

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