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

School Name: Simon Fraser University
Degree: Bachelor of Business Administration, Finance
Fields of study: Completed 80 credits in Engineering Science, Systems major

Work Experience

Title: Co-founder, CEO
Company: Cassia Research Inc
Time Period: April 2014 - Present (5 years 1 month)
Description:

Institutional Quant Technology for Investment Advisors.


Title: Business Analyst
Company: Broadridg
Time Period: October 2011 - April 2014 (2 years 7 months)
Description:

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

Publication: Model Thinking – Cassia Research Blog
Author(s): Henry Bee
Publisher: Cassia Research
Description:

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


Publication: Model Thinking - Cassia Research Blog
Author(s): Henry Bee
Publisher: Cassia Research
Description:

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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