NEW YORK--(BUSINESS WIRE)--Intellectus Partners today announced that the firm has expanded its investment team with Trevor Mottl joining Intellectus Partners as Head of Portfolio Structure, Risk & Alternative data.
Mr. Mottl will lead portfolio optimization strategies, derivatives, risk management, cryptocurrencies and private investments for Intellectus. He will be based in the firm’s San Francisco headquarters and will join the firm's Investment Committee. He will report to the CEO of Intellectus, David J. La Placa.
“I am very excited to welcome Trevor Mottl to Intellectus Partners. This is an excellent example of how our unique strategy, philosophy and dynamic growth continues to attract the brightest minds in finance. Adding an executive with the talent and experience of Trevor not only points to our investment bench strength, but more importantly our commitment to being the best advisory firm in Silicon Valley. ” said Mr. LaPlaca. “As our business scales with our clients, we see the increasing need for a talent level that is on par with the most innovative Silicon Valley Tech companies. Our lead in developing smart, safe strategies for optimizing and managing our client’s portfolios and risk levels continues to pull away from the pack. Trevor brings extensive experience and talent to our investment capabilities.”
Mr. Mottl’s exemplary career spans more than 19 years as an analyst, trader and portfolio manager. His career includes senior roles managing risk at some of the top hedge funds such as Balyasny Asset Management LP and Man GLG.
His career includes senior roles managing risk at some of the top hedge funds such as Balyasny Asset Management LP and Man GLG. Earlier in his career, Mr. Mottl worked at Susquehanna where he was Head of Macro and Derivatives Strategy, Merrill Lynch and Goldman Sachs. He graduated from Brown University with a B.S. in Biochemistry.
About Intellectus Partners
Intellectus Partners is headquartered in San Francisco with roots in Silicon Valley. The firm also has an office in Los Angeles. The team’s Lifecycle Advisory approach is focused on working with business leaders & entrepreneurs on how they will craft their future, not what they’ve done in the past. From the founding of their start-up venture to helping them launch and manage their family office we focus on optimizing 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 www.intellectuspartners.com.
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.