Fintech Adds Experts With Backgrounds In Applied AI, Institutional Systems, Macro Risk, And Performance Psychology

Intellebox.ai, the cutting-edge AI-powered platform revolutionizing wealth management, today proudly announced the appointment of four industry luminaries to its Advisory Board: Michael Gervais, Ph.D., Jonathan Zhukovsky, Matt Falk, and Lawrence McDonald. This powerhouse group brings unparalleled expertise in high-performance psychology, institutional technology architecture, advanced AI and quantitative systems, and macro risk analysis—positioning Intellebox.ai to accelerate innovation and dominate the next era of intelligent advisory solutions.

As Intellebox.ai surges ahead with its commercial rollout—already live with leading firms and rapidly gaining momentum across wealth managers, RIAs, hedge funds, research organizations, and broker-dealers—these strategic additions couldn't come at a more pivotal moment. The platform is transforming how advisory firms operate by supercharging client engagement, streamlining internal workflows, and elevating compliance oversight through agentic AI that delivers real-time, personalized insights without sacrificing the human touch.

The Advisory Board will play a crucial role in shaping Intellebox.ai's product strategy, technical architecture, and market positioning, ensuring the platform remains at the forefront of AI-driven wealth management.

Meet the new Advisory Board members:

• Michael Gervais, Ph.D., world-renowned performance psychologist and founder of Finding Mastery. A leading authority on mindset, decision-making, and thriving under pressure, Dr. Gervais has coached elite performers in sports, business, and technology—unlocking peak human potential in the highest-stakes environments.
• Jonathan Zhukovsky, Chief Technology Officer of Hillspire, family office of Eric and Wendy Schmidt. With deep experience architecting sophisticated institutional technology stacks for long-horizon capital management, he brings mission-critical insights into scalable, future-proof systems for sophisticated investors.
• Matt Falk, a distinguished AI and quantitative systems expert. His impressive track record includes leadership roles at Orbital Insight, FeatureX (acquired by Orbital Insight), Two Sigma, and beyond, where he has driven cutting-edge engineering and data-driven innovation in complex, high-performance environments.
• Lawrence McDonald, founder of The Bear Traps Report and former Lehman Brothers bond trader. A New York Times bestselling author and macro risk specialist, McDonald is celebrated for his prescient analysis of market structure, systemic risks, and navigating financial crises—delivering actionable intelligence that has influenced top investors worldwide.

"Assembling this extraordinary group of visionaries is a game-changer for Intellebox.ai," said AJ De Rosa, CEO of Intellebox.ai. "These leaders have built transformative systems, managed billions in institutional capital, and excelled in the most demanding performance arenas. Their collective wisdom will turbocharge our roadmap, sharpen our execution, and empower advisors to deliver extraordinary value in an AI-accelerated world."

Intellebox.ai was incubated by Intellectus Partners, a forward-thinking RIA serving entrepreneurs, innovators, and high-net-worth families, before spinning out as an independent company in late 2025. Intellectus Partners remains a key strategic backer, while continuing to operate as an independent advisory firm and proud member of the Dynasty Financial Partners network.

Dynasty Financial Partners and its affiliates are separate and unaffiliated entities from Intellectus Partners.

This announcement marks a bold step forward as Intellebox.ai redefines what's possible in wealth management—fusing human expertise with agentic AI to create smarter, faster, and more connected advisory experiences.

About Intellebox.ai

Intellebox.ai helps advisory and research firms automate client engagement, streamline workflows, and strengthen compliance oversight. Built by Intellectus Partners, it combines AI-driven automation with human expertise to improve efficiency and service quality. Learn more at intellebox.ai/.

About Intellectus Partners

Founded in 2015, Intellectus Partners serves entrepreneurs, innovators, and families with integrated investment strategy, wealth planning, venture advisory, and family-office services. The firm is headquartered in San Francisco, with presence in the Northeast, Mid-Atlantic, and Southern California. Intellectus is a member of the Dynasty Network of independent advisory firms. Learn more at intellect.us/.

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