Financial Data Analytics
The lack of rule-based decisions in the capital management industry led us to the opportunities to work with capital allocators whom seek scientific process and consistent results. Synertree is based on ‘Synergy’ and ‘Tree’ as a symbol of synergistic growth partner for investment managers. Since 2016, we have been serving as a trusted financial data analytics partner for stock portfolio management firms and investors.
Leon C. Yin serves as the principal at Synertree Capital Management Services Inc. He is also an equity partner and M&A advisor.
Leon Yin started working in the Fintech industry in 2005 as a market development representative for Alphatrade, a public company specialized in stock data platforms. Before starting Synertree, he was an equity consultant at a boutique research firm, a registered investment advisor, and an associated portfolio manager at a major bank in Canada. 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.
- Diploma of Urban Land Economics from the University of British Columbia; Bachelor in Commerce with a specialization in accounting
- Data Science & Big Data Analytics Certificate from MIT Professional.
- 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
Leon started coding in 2005. Including Python, Leon is fluent in five languages (English, Cantonese, Mandarin and Japanese).