Henry is currently the 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, Henry believes in marrying rigorous engineering thinking with liberal arts creativity.Henry was previously the lead developer at CSS Analytics on several consulting projects for a $3B institutional client and an Australian hedge fund where he developed quantitative models including regime filters, bootstrap methods, and dynamic hedging model. He is the co-author of the paper “Minimum Correlation Algorithm”. As the Business Analyst on the portfolio team at Broadridge Financial Solutions, Henry produced specifications to enhance large-scale reporting, analytics and data queries for multi-currency portfolios used by institutional wealth managers, brokerages and advisors across North America.Henry is an engineering and finance major and holds the FINRA series 65 license and the CSC.
I am an IT Educator, Trainor and Mentor for several companies and start-ups in the Philippines and in the US. I am currently involved in creating distribution channels for Cryptocurrency which makes me a "Virtual Currency Evangelist" of sorts. I support crowdfunding initiatives and I am also an Angel Investor for Tech, Blockchain and Cryptocurrency-based Start-ups.
I am a financial advisor and wealth manager with 21 years of experience in helping clients grow and protect wealth. Most of my clients are in the accumulation phase. I specialize in working with employees of Microsoft, Boeing, Amazon, and Expedia. Starting with a basic financial plan, I help clients build customized portfolios geared toward growth emphasizing a tactical approach. I typically help those that don't have the time, inclination, or expertise to design and manage a tactical portfolio correctly.
I try to carefully trade weekly & monthly stock options with expertise in mining companies & traditional manufacturers. Speak & write fluent Portuguese and speak good Spanish. Resided twice in Brazil and once on Guam Island. Employed at the same large foreign-owned Distribution Center the past 15 years & completely 100% Pro-NAFTA. Smart individual investing is the preferred solution to improving one's economic future, as opposed to vast & vague government handouts. Seeking Alpha is the #1 best financial blog because of honest opinions & superb organization.
- Masters Finance
- Previous work at Boutique Investment Bank, Bulge Bracket, and Commercial Bank
Taken Graduate Level courses in Financial Modeling, Financial Econometrics, Fixed Income Investments (MBS/CMBS/Bonds, Interest Rate Derivatives), Derivatives (Calls, Puts, Spreads, Futures, Forwards, Swaps, and Exotic Options), Portfolio Management (DCF modeling), Mergers and Acquisition, and Macroeconomics.