Intellectus Partners, LLC

Kelly Morton is a financial advisor at Intellectus Partners, LLC in San Francisco, CA, holding a Series 66 designation with 15 years of industry experience. Prior to joining Intellectus Partners in 2015, Morton worked at Deutsche Bank Securities Inc. from 2011 to 2015. Intellectus Partners provides wealth management, financial planning, investment consulting, and wealth coaching to high-net-worth individuals, trusts, estates, and private funds. The firm combines fundamental and quantitative analysis to build primarily long-term portfolios and manages approximately $2.98 billion in assets across discretionary and non-discretionary relationships.

Maximillian Oxenbridge is a financial advisor at Intellectus Partners, LLC in Miami, FL, holding Series 65 and Series 66 licenses with four years of industry experience. He previously worked at Bessemer Investor Services, Inc. and Merrill. Intellectus Partners provides wealth management, financial planning, investment consulting, and wealth coaching to high-net-worth individuals, trusts, estates, and private funds. The firm combines fundamental and quantitative analysis, including proprietary algorithms and alternative data, to build primarily long-term portfolios with some shorter-term trading and manages nearly $3 billion in assets across discretionary and non-discretionary relationships.

David La Placa is a financial advisor at Intellectus Partners, LLC with 32 years of industry experience. He has worked at Intellectus Partners since 2015 and previously spent 11 years at Deutsche Bank Securities Inc. La Placa holds a Series 63 designation. Outside of his advisory role, he is involved in several business ventures, including managing software development projects and serving on advisory boards for various technology firms. Intellectus Partners provides wealth management, financial planning, investment consulting, and wealth coaching to high-net-worth individuals, trusts, estates, and private funds. The firm combines fundamental and quantitative analysis with proprietary algorithms and alternative data to construct portfolios that include ETFs, mutual funds, privately placed securities, cryptocurrency exposure, and options.

Tina Chan is a financial advisor at Intellectus Partners, LLC with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Intellectus Partners since 2015, following three years at Deutsche Bank Securities Inc. Intellectus Partners provides wealth management, financial planning, investment consulting, and wealth coaching primarily to high-net-worth individuals, trusts, estates, and private funds. The firm combines fundamental and quantitative analysis, including proprietary algorithms and alternative data, to manage portfolios with a focus on long-term strategies while allowing for short-term trading when appropriate.

Junlong Tan is a financial advisor with Intellectus Partners, LLC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at Asurion and Barclays Capital Inc. Outside of advising, he is involved in managing real estate investment and project companies as an owner and manager. Intellectus Partners serves high-net-worth individuals, trusts, estates, and private funds with wealth management, financial planning, investment consulting, and wealth coaching. The firm combines fundamental and quantitative analysis, including proprietary algorithms and alternative data, to build primarily long-term portfolios and manages nearly $3 billion in assets across discretionary and non-discretionary relationships.

Thomas Casey II is a financial advisor at Intellectus Partners, LLC in Charlotte, NC, holding a Series 66 designation with 27 years of industry experience. His prior work history includes roles at Deutsche Bank Securities Inc. and Lehman Brothers Inc. Outside of his advisory practice, he serves on the board of advisors for Marcus & Associates, LLC, an executive recruiting firm in the life sciences sector. Intellectus Partners provides wealth management, financial planning, investment consulting, and wealth coaching primarily to high-net-worth individuals, trusts, estates, and private funds. The firm manages approximately $3 billion in assets and uses a combination of fundamental and quantitative analysis to build long-term portfolios, encompassing a range of asset types and separately managed accounts.