Intellectus Partners, LLC

Kelly Morton is a financial advisor at Intellectus Partners, LLC in San Francisco, holding a Series 66 designation with 14 years of industry experience. Prior to joining Intellectus Partners in 2015, Morton worked at Purshe Kaplan Sterling Investments, Inc. for one year. Intellectus Partners is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, corporations, and private funds. The firm employs a combination of fundamental and quantitative analysis, including proprietary algorithms and alternative data, to construct long-term portfolios that may include individual securities, ETFs, mutual funds, private placements, and cryptocurrency exposure.

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. His prior roles include positions at Bessemer Investor Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Intellectus Partners is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, corporations, and private funds. The firm uses a combination of fundamental and quantitative analysis, including proprietary algorithms and alternative data, to manage long-term portfolios that may include individual securities, ETFs, mutual funds, private placements, and cryptocurrency exposure.

David La Placa is a financial advisor at Intellectus Partners, LLC with 32 years of industry experience. He holds the Series 63 designation and previously worked at Purshe Kaplan Sterling Investments, Inc. from 2015 to 2016. Outside of his advisory role, he is involved in software development and serves on advisory boards for several technology firms, including Orbital Insight and Gaga Sports. Intellectus Partners is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, corporations, and private funds. The firm employs a combination of fundamental and quantitative analysis to construct long-term portfolios that may include individual securities, ETFs, mutual funds, private placements, and cryptocurrency exposure.

Tina Chan is a financial advisor at Intellectus Partners, LLC in San Francisco, holding Series 63 and Series 66 licenses with 22 years of industry experience. She worked at Purshe Kaplan Sterling Investments, Inc. from 2015 to 2016 before joining Intellectus Partners, where she has been since 2015. Intellectus Partners is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, corporations, and private funds. The firm employs a combination of fundamental and quantitative analysis to construct long-term focused portfolios, including a range of investment types and strategies such as options and margin in separately managed accounts.

Junlong Tan is a financial advisor at Intellectus Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Asurion and Barclays Capital Inc. Outside of his advisory role, Tan is involved in managing real estate investment entities as an owner and manager. Intellectus Partners is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, corporations, and private funds. The firm employs a combination of fundamental and quantitative analysis to create long-term portfolios that may include a range of asset types and also manages private pooled Series Funds.

Thomas Casey II is a financial advisor at Intellectus Partners, LLC in San Francisco, CA, with 26 years of industry experience. He holds a Series 66 designation and has been with Intellectus Partners since 2015, following a one-year tenure at Purshe Kaplan Sterling Investments, Inc. Casey serves on the board of advisors for Marcus & Associates, LLC, an executive recruiting firm specializing in life sciences. Intellectus Partners is an SEC-registered investment adviser that provides wealth management, investment consulting, and wealth coaching to high-net-worth individuals, trusts, estates, charitable organizations, corporations, and private funds. The firm employs a combination of fundamental and quantitative analysis, including proprietary algorithms and alternative data, to construct long-term focused portfolios incorporating a range of securities and investment vehicles.