Henry Bee

CEO, Co-founder

Henry has over 10 years of investment experience, including as the lead developer at CSS Analytics. In that role, he built futures trading strategies for institutional clients including a $3 billion Commodity Trading Advisor and VT International, an Australian hedge fund. He is the co-author of the paper “Minimum Correlation Algorithm.” At Broadridge, Henry worked with over 30 software engineers on portfolio and banking software that is currently used by institutional wealth managers such as Fidelity, Scotiabank, Raymond James and Canaccord. Working with large firms, Henry had a behind-the-scenes look at just how slow innovation could be in the investment industry.

Henry is an engineering and finance major with extensive knowledge in R, and currently holds the FINRA Series 65 license and Canadian Securities Course. Henry is a music junkie, hockey goalie and a fanatic for motion pictures.

Jesse Chen

CTO, Co-founder

Jesse has over 10 years of software development experience and has worked at Electronic Arts, Thomson Reuters, NGRAIN, and the University of British Columbia. Jesse worked on EA’s largest and most successful franchise, FIFA, where he shipped 12 titles between 2008-2015. At NGRAIN, he developed training applications for several military organizations such as the U.S. Dept. of Defense, and Canadian Dept. of National Defense. Jesse has a Computer Science degree from the University of British Columbia. A futsal fanatic, Jesse also loves programming, coffee, and gaming, in any combination.



Chairman of the Board

Besides advising on the design, development and implementation of Cassia Research’s strategic plans, Jean-Marc is CEO of the Hillcore Group, a private equity firm with over $4.4 billion in assets under management. Jean-Marc is also Chairman of Waiward Steel, one of Canada’s leading steel fabrication and construction companies. Previously, Jean-Marc was Managing Director in RBC Capital Markets’ investment banking group. As part of his 15-year career with RBC Capital Markets, he was involved in numerous financings (debt, equity, IPO) and M&A assignments in Canada, Europe, South America and the United States. Between 1997 and 2001, Jean-Marc was a Principal with Royal Bank Equity Partners, where he sourced, executed and monitored investments for RBC’s private equity group. Jean-Marc completed a Masters in Finance degree at the London Business School in the UK.

David Lee

Senior Software Engineer

David is responsible for the full-stack development of Cassia Copilot, the world’s first investment management SaaS web platform built for investment advisors. During his ten-year tenure at Electronic Arts, David designed and developed key online features within FIFA, and was responsible for maintaining its online tech stack. David also served as one of the technical leads within the development release engineering team where he frequently liaised with both engineers and technical directors. David holds a Computer Engineering degree from the University of British Columbia. He takes an interest in football, the acoustic guitar and is a sucker for Korean dramas.

Desmond Poon

Software Engineer

Desmond developed a SaaS solution for farmers to optimize crop yield where he received the People’s Choice Award from Lighthouse Labs. Seeking the most out of life, Desmond was in Korea for 4 years where he taught and engaged young students by incorporating technology and software development. He has a Computer Science degree from Simon Fraser University.

Jackson Chao

Software Engineer

Ex-Pressimus Media, business and software development

Advisory Board


As the Strategic Advisor, Peter brings with him 25 years of experience in enterprise technology, commercialization and startup consulting to Cassia. Peter is also the CEO at Blockchain Assembly and the Director of Victory Square Technologies. Further Peter is actively involved in technology accelerators and venture builds, advising companies on growth and multi-channel revenue generation.


Roland is a customer turned investor. Currently Principal and Portfolio Manager at Optura Advisors. He is also an investor/advisor to several fintech startups and real estate companies. Roland has been in the high-tech industry for over 16 years and in the financial industry for over 10 years. His key roles in corporate include management consulting, product strategy, and business development spanning industries including technology, finance, consumer retail, and manufacturing. He was formerly the youngest founding board member and investor at Tri-Valley Bank. Roland started his career at Ernst and Young LLP after graduating from the University of California at Berkeley. He was formerly the Product Manager at i2. His background in analytics and big data include price optimization, customer analytics, predictive modeling, forecasting, and machine learning. At the SAS Institute, he was responsible for advancing the analytics roadmap for a number of Fortune 500 companies. He currently sits on the Board of Directors for Life Eldercare and the Silicon Valley Chapter of the American Association of Individual Investors.

Build your practice on the backs of 3 Nobel prizes — Prospect Theory, MPT, and GARCH. 

See what GARCH can do for you.
See what GARCH can do for you.
Build your practice on the backs of 3 Nobel prizes — Prospect Theory, MPT, and GARCH.