Leon C.L. Yin serves as the principal at Synertree Capital Management Services Inc. He is a CFO consultant and financial engineer for SMB and RIA.
Leon Yin started working in the financial technology industry at Alphatrade Inc. (OTCBB: APTD) in 2005, as a market development executive. He extended his knowledge and experiences to build a real estate startup Vancouver Rent It. The company was managing a $80-million portfolio when he left in 2009. Before Synertree, he was a equity consultant, a registered investment advisor, and an associated portfolio manager. He was a member of the portfolio management committee for Scotia Capital’s private wealth management division, where he constructed data-driven strategies and delivered strong performances. He was the top market forecaster in 2015 at the HollisWealth Portfolio Manager Conference in Miami.
- Bachelor in Commerce with a specialization in accounting; the Diploma of Urban Land Economics from the University of British Columbia
- CFA charterholder, member both of CFA Institute and CFA society of Vancouver
- Financial Risk Manager (FRM) certified by GARP (Global Association of Risk Professionals) and a member of GARP of Calgary and Toronto Chapters
- Data Science & Big Data Analytics certificate from MIT Professional.
Leon started coding in 2005. Including Python, Leon is fluent in five languages (English, Cantonese, Mandarin and Japanese).