Yantao He, CFA, CAIA, CFP®, is currently a Team Leader in Systematic Investment Management at Fidelity Investments, a position they have held since 2026. Previously, Yantao served as a Senior Portfolio Engineer and Associate Portfolio Engineer at Fidelity from 2022 to 2026 and 2018 to 2020, respectively. Their early career included roles such as a Quantitative Analysis Intern at Marquette Partners and various internships focused on quantitative analysis and data science at firms including Goldman Sachs and Bank of Shanghai Co., Ltd. Yantao earned a Master’s Degree in Financial Mathematics from the University of Chicago and holds a Bachelor of Science in Math and Applied Math from Tongji University.
Location
Denver, United States
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