Episode 22: A Differentiated Business Model for Differentiated Clients: How Intellectus Built a Firm for Entrepreneurs

Guest: Dave La Placa, Founder and CEO of Intellectus Partners

Dave La Placa has an incredible background and many great experiences that fuel this conversation.  A founder of several companies, co-executive producer of a movie, board member for several technology companies, and CEO of Intellectus Partners, an RIA Focused on entrepreneurs.  Dave brings an tremendous amount of insight into the mindset required to build and grow businesses—especially businesses in the tech sector.  As a true operator in Silicon Valley, he shares valuable insight into how he is able to service these clients as a registered investment advisor.  Finally, as we built the Dynasty presence on the West Coast, we shared an office with Dave, which created a great foundation for our dialogue.