Silicon Valley-based Independent Wealth Management Firm, Intellectus Partners, Expands its Investment Team & Footprint; Celebrates One Year Anniversary

As a Rapidly-Growing Firm Advising Entrepreneurs, Intellectus Adds Prestigious Credit Team; Celebrates One Year Milestone

NEW YORK--()--Intellectus Partners today announced that the firm has expanded its investment team. Ben Emons joins Intellectus Partners as Chief Economist, Head of Credit and Portfolio Manager, and Brian Zeck joins as Vice President of New Products and Services.

Mr. Emons will lead firm Credit efforts in all aspects. Initial strategy areas will focus on Short Duration, Core and Muni bond strategies.

Mr. Emons will be based in the firm’s Los Angeles office - which is opening soon - and will join the firms’ Investment Committee. Mr. Zeck will be based in San Francisco. Both will report to the CEO of Intellectus, David J. La Placa.

“I am pleased to welcome Ben Emons and Brian Zeck to Intellectus Partners. We are very excited to be adding such high quality team members to our young and fast growing firm. Our ability to attract top talent like this is a testament to our clients, our team and the incredible level of talented employees and partners that we already have,” said Mr. LaPlaca. “As our business scales with our clients, we see the increasing need for smart, safe strategies for optimizing and managing our client’s ever growing cash and safe money balances. Adding Portfolio Managers and analysts with Ben’s expertise and experience are critical to our ongoing success and to building out our upcoming new innovations and service offerings. We have several exciting new initiatives that will be unveiled in the coming months.”

Mr. Emons exemplary career spans more than 22 years as an analyst, trader, portfolio manager and economist. He is a frequent guest on CNBC, Bloomberg and other respected Investment journals. His experience is highlighted by his years working side by side with renowned fixed income expert, Bill Gross at PIMCO. Mr. Emons is originally from the Netherlands and is fluent in English, German French and Dutch. Mr. Emons is an accomplished author, having been published by McGraw Hill and Palgrave McMillan.

His career includes roles at ABN Amro (Derivative Trading), IndyMac (PM), Nuveen (PM) and PIMCO (Portfolio Manager). Mr. Emons will be based in the firm’s Los Angeles office.

Mr. Zeck joins Intellectus from a role as Managing Director of the Billion dollar fixed income mutual fund, Leader Capital, where he ran business development. He led the business development effort of that fund company from $12 million AUM to over $1 billion AUM during his stint there. Mr. Zeck is an accomplished leader devising and executing targeted sales, marketing and business development strategies to drive business growth. He is particularly adept at cultivating relationships and will be focused on Intellectus Partners’ Ultra High Net worth clients and Family Offices.

One Year Anniversary for Intellectus

Intellectus also announced that the firm is celebrating its one year anniversary.

“We launched Intellectus Partners in July of 2015 to address the needs of successful entrepreneurs, corporate executives and their families – who want the best guidance, investments and opportunities available. We have made significant progress in expanding our services to our growing client base and refining the way we work with clients,” said Mr. La Placa.

“Entrepreneurs ourselves, we have embraced our ability to innovate, create value, quantify risks, and help our accomplished clients capitalize on opportunities – with safer custody of assets, access to new and innovative technology, and far more transparent pricing and services,” said Managing Partner, Jay Casey.

Intellectus Partners has an office in San Francisco and plans to open an office in Los Angeles. The firm has created a broad service provider network that spans the entire Lifecycle needs of entrepreneurs, their businesses and their families.

About Intellectus Partners

Intellectus Partners is headquartered in San Francisco with roots in Silicon Valley. The firm also has plans to open an office in Los Angeles. The team’s Lifecycle Advisory approach is focused on working with entrepreneurs on what they will do in the future, not what they’ve done in the past. From the start-up of their venture to helping them manage their success and optimize their wealth to benefit the world around them. In addition to tailored investment management, wealth transfer, lending, and philanthropy, Intellectus also offers entrepreneurial advisory and venture services, drawing on its deep roots in the start-up community. For more information, please visit

Intellectus Partners is a Dynasty Financial Partners' Network Advisory Firm. Dynasty is a platform of integrated wealth management services and technology. Intellectus leverages Dynasty’s middle and back office capabilities, including technology, managed investments, institutional research, trust and insurance services and credit facilities.



Dynasty Financial Partners
Sally Cates, 212-373-1000

Release Summary

Silicon-Valley Based Independent Wealth Management Firm, Intellectus Partners, Expands its Investment Team & Footprint; Celebrates One Year Anniversary


Dynasty Financial Partners
Sally Cates, 212-373-1000