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Intellectus Partners

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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

David J. La Placa

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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

Teams

Leadership Team

4 members

Client Services and Support

2 members

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