Jay Casey

Founder at

Intellectus Partners LLC

54 year

90 connections

Consumer Services

Finance

Miscellaneous

Profile

Mr. Thomas E.
Casey is a Co-Founder & President at Intellectus Partners LLC.
He is on the Board of Directors at Intellectus Ventures LLC Series 1 and Intellectus Ventures LLC Series 3.
He specializes in advising entrepreneurs, executives, venture capitalists, and family offices.
serves on the Global Executive Committee and the Global Investment & Operating Committees.
Within Intellectus, he is responsible for day-to-day oversight of key operating units, including Investment Planning & Analytics, Strategic Product Management, and Risk & Quantitative Analysis.
Prior to founding Intellectus Partners, Mr. Casey served as a Director at Deutsche Bank, where he was an Advisor and Portfolio Manager for more than a decade, leading a team with his partner, David La Placa.
He had oversight of the team’s investment strategies, including its fixed income, equity, liquidity, and alternative investment offerings.
Prior to Deutsche Bank, he served as Vice President in the Private Wealth Division of Lehman Brothers.
He received his BA degree in English and Economics from Appalachian State University and an MBA from Duke University.

Jay Casey active positions

Companies	Position	Start
Intellectus Partners LLC Intellectus Partners LLC Investment ManagersFinance Intellectus identifies their client’s investment goals and objectives as well as risk tolerance and financial situation in order to create a portfolio strategy. They construct a portfolio that consists of individual securities, bonds, accounts managed by unaffiliated investment managers and/or exchange-traded funds to achieve the client’s investment goals. The firm primarily employs fundamental and quantitative analysis methods in developing investment strategies for its clients.	Founder	2015-05-31
Intellectus Ventures LLC Series 1 Intellectus Ventures LLC Series 1 Investment Trusts/Mutual FundsMiscellaneous Functions as a pooled investment fund	Director/Board Member	-
Intellectus Ventures LLC Series 3 Intellectus Ventures LLC Series 3 Financial ConglomeratesFinance Function as investment fund	Director/Board Member	-

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Linked companies

Private companies	5
Duke University Duke University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Appalachian State University Appalachian State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Intellectus Ventures LLC Series 1 Intellectus Ventures LLC Series 1 Investment Trusts/Mutual FundsMiscellaneous Functions as a pooled investment fund	Miscellaneous
Intellectus Partners LLC Intellectus Partners LLC Investment ManagersFinance Intellectus identifies their client’s investment goals and objectives as well as risk tolerance and financial situation in order to create a portfolio strategy. They construct a portfolio that consists of individual securities, bonds, accounts managed by unaffiliated investment managers and/or exchange-traded funds to achieve the client’s investment goals. The firm primarily employs fundamental and quantitative analysis methods in developing investment strategies for its clients.	Finance
Intellectus Ventures LLC Series 3 Intellectus Ventures LLC Series 3 Financial ConglomeratesFinance Function as investment fund	Finance

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