Jay Casey

Jay Casey Email and Phone Number

President & Co-Founder at Intellectus Partners, LLC @ Intellectus Partners, LLC
Jay Casey's Location
San Francisco Bay Area, United States, United States
Jay Casey's Contact Details
About Jay Casey

President & Founding partner of Intellectus Partners, LLC and Intellectus Capital, LLC, a global investment & wealth management firm based in San Francisco, CA with East Coast offices in Charlotte, NC. Experienced investor and financial professional with extensive expertise in a broad array of financial markets, including; Venture Capital & Private Equity Investing, Hedge Fund Investing, Fixed Income & Equity Portfolio Management, Risk Management, and Client Relationship Management. Previous experience with First Union, Manulife Financial, Lehman Brothers, Deutsche Bank Alex. Brown, and Founding partner of Intellectus Partners, LLC and Intellectus Capital, LLC Specialties: Family Offices, Asset Management, Venture Capital, Private Equity, Trust & Estate Planning, Portfolio Hedging & Risk Management

Jay Casey's Current Company Details
Intellectus Partners, LLC

Intellectus Partners, Llc

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President & Co-Founder at Intellectus Partners, LLC
Jay Casey Work Experience Details
  • Intellectus Partners, Llc
    President & Co-Founder
    Intellectus Partners, Llc Jun 2015 - Present
    San Francisco, California, Us
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  • Triangle Tweener Fund
    Founding Funder
    Triangle Tweener Fund Dec 2021 - Present
    Research Triangle Park, North Carolina, Us
    View
  • Deutsche Bank Alex. Brown
    Director
    Deutsche Bank Alex. Brown Jun 2004 - Jun 2015
    Frankfurt Am Main, Hessen, De
    Private Wealth Management, Venture Capital & Middle Markets Accounts Coverage.Assist Founders, Company Executives, Venture Capitalists, and Hedge Funds in the management, hedging, and monetization of large concentrated equity and option positions. Assist with the development of a proper structure to hold, protect, leverage, and grow family assets. Develop Trust & Estate structure and provide hedging and lending facilities. Extensive experience investing in mortgage backed securities, credit default swaps, derivatives, municipal bonds, distressed debt, domestic & international equities, private equity, hedge funds, & commodities. Actively manage discretionary fixed income and equity portfolios.,
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  • Lehman Brothers, Inc
    Vice President
    Lehman Brothers, Inc Jul 2000 - Jun 2004
    Us
    Wealth Management, Corporate & Executive Services, Middle Market Account Coverage, Venture Capital Services. Assist C-Level Executives with hedging, monetizing, and diversifying concentrated equity positions via derivatives and 10b-51 plans. Assist Venture Capital firms and partners with distributions and hedging. Construct portfolios consisting of Fixed Income, Equities, Private Equity, Commodities, and Hedge Funds.
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  • Sasin Graduate Institute Of Business Administration Of Chulalongkorn University
    Student - Sasin Graduate Institute Chulalongkorn University
    Sasin Graduate Institute Of Business Administration Of Chulalongkorn University 1999 - 2000
    Bangkok, Bangkok, Th
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  • Manulife Financial
    Pensions
    Manulife Financial 1997 - 1999
    Toronto, Ontario, Ca
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Jay Casey Skills

Hedge Funds Equities Investments Private Equity Derivatives Asset Management Wealth Management Fixed Income Venture Capital Portfolio Management Commodity Capital Markets Alternative Investments Valuation Financial Modeling Hedging Investment Banking Financial Services Corporate Finance Wealth Bloomberg Structured Products Options Asset Managment Cds Credit Derivatives

Jay Casey Education Details

  • Duke University - The Fuqua School Of Business
    Duke University - The Fuqua School Of Business
    Entrepreneurship
  • Chulalongkorn University
    Chulalongkorn University
    International Finance
  • Appalachian State University
    Appalachian State University
    English - Economics Minor

Frequently Asked Questions about Jay Casey

What company does Jay Casey work for?

Jay Casey works for Intellectus Partners, Llc

What is Jay Casey's role at the current company?

Jay Casey's current role is President & Co-Founder at Intellectus Partners, LLC.

What is Jay Casey's email address?

Jay Casey's email address is ja****@****ail.com

What is Jay Casey's direct phone number?

Jay Casey's direct phone number is +141579*****

What schools did Jay Casey attend?

Jay Casey attended Duke University - The Fuqua School Of Business, Chulalongkorn University, Appalachian State University.

What skills is Jay Casey known for?

Jay Casey has skills like Hedge Funds, Equities, Investments, Private Equity, Derivatives, Asset Management, Wealth Management, Fixed Income, Venture Capital, Portfolio Management, Commodity, Capital Markets.

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