Leon C.L. Yin serves as the principal at Synertree Capital Management Services Inc. He currently helps SMB and RIA integrate scientific workflow for their strategic models and functional operating systems.
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).