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.