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