H.B. - Profile

H.B.

CEO, Co-founder at Cassia
Phone 1-800-491-9365

Henry is currently the co-founder and CEO of Cassia, which brings institutional quant technology to investment advisors. His mission is to level the playing field for individual investors so that everyone can have access to sophisticated risk managed portfolios. Unlike traditional quants, ... more

Education

Simon Fraser University
Bachelor of Business Administration, Finance
Completed 80 credits in Engineering Science, Systems major

Work Experience

Co-founder, CEO
Cassia Research Inc
April 2014 - Present (8 years 4 months)

Institutional Quant Technology for Investment Advisors.

Business Analyst
Broadridg
October 2011 - April 2014 (2 years 7 months)

Worked with over 30 software developers to improve usability and deliver mission critical functionalities to institutional wealth managers, broker dealers and investment advisors; frequently held consultation meetings with clients to gather requirements, define appropriate scope and draft specifications and test cases for ExeClear, ExeNet, and ProPhile products.

Publications

Model Thinking – Cassia Research Blog
Henry Bee
Cassia Research

You wouldn't drive without a seat belt. Don't invest without risk management.

Model Thinking - Cassia Research Blog
Henry Bee
Cassia Research

You wouldn't drive without a seat belt. Don't invest without risk management.

Stocks I follow

DIA SPDR Dow Jones Industrial Average
DNDN Dendreon Corporation
EWT iShares MSCI Taiwan Index Fund
QQQ PowerShares QQQ Trust Series 1

General Stats

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