Tangerine
Yufei Man, CFA, CAIA, currently serves as the Head of Products & Strategy, Digital Wealth at Tangerine since September 2025. Prior to this role, Yufei was the Chief Investment Officer & Head of Wealth Solutions at OneVest, overseeing investment management and regulatory compliance while managing partnerships with global financial institutions. Experience includes serving as Director of Asset Allocation & Investment Strategy at Aviso Wealth, managing approximately $6.5 billion, and as Portfolio Manager at NEI Investments, focusing on multi-asset strategies. Additional roles include Senior Portfolio Analyst at Orchard Asset Management and research positions, including an undergraduate researcher at the University of Toronto. Yufei holds a Bachelor of Applied Science in Mechanical Engineering with a focus on Bioengineering and Mechatronics from the University of Toronto.
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