SyntheticFi LLC

Yezhou Wang is a financial advisor at SyntheticFi LLC with Series 65 registration and one year of industry experience. Prior to joining SyntheticFi, Wang held roles at Cyclone Technologies Inc, Hawx Services LLC, VRGL, Inc, and the University of Pennsylvania. SyntheticFi provides investment advisory and sub-advisory services to registered investment advisers, individual clients, corporations, and small businesses. The firm employs an automated trading strategy focused on exchange-traded European-style S&P 500 index options, offering client-facing software for performance reporting and margin monitoring.

Theodore Jans is a financial advisor at SyntheticFi LLC with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Altruist Financial LLC, J.P. Morgan Securities LLC, and JPMorgan Chase Bank, N.A. He also worked at the University of Maine and was involved with Josh Pond Farms. SyntheticFi LLC provides investment advisory and sub-advisory services primarily to other registered investment advisers, as well as to individual clients, corporations, and small businesses. The firm specializes in an automated trading strategy involving exchange-traded European-style S&P 500 index options and offers client-facing software for performance reporting and margin monitoring.

Corey Roun is a financial advisor at SyntheticFi LLC with 16 years of industry experience. He holds a Series 65 designation and has been with Lyons Wealth Management since 2009. SyntheticFi provides investment advisory and sub-advisory services primarily to other registered investment advisers as well as individual clients, corporations, and small businesses. The firm employs an automated trading strategy focused on exchange-traded European-style S&P 500 index options and offers client-facing software for performance reporting, margin monitoring, and alerts.

Congying Xiang is a financial advisor at SyntheticFi LLC with a Series 65 designation and one year of industry experience. Prior to joining SyntheticFi, Xiang worked at Epic Systems Corporation for five years. SyntheticFi LLC provides investment advisory and sub-advisory services primarily to other registered investment advisers, as well as to individual clients, corporations, and small businesses. The firm’s approach focuses on automated trading of exchange-traded European-style S&P 500 index options using a box spread strategy, supported by client-facing software for performance reporting, margin monitoring, and alerts.

Cooper Richmond is a financial advisor at SyntheticFi LLC with a Series 65 credential and no prior industry experience. His work history includes roles at SyntheticFi, SageSure, the University of Washington, and Berkeley High School. SyntheticFi provides investment advisory and sub-advisory services primarily to other registered investment advisers, as well as individual clients, corporations, and small businesses. The firm specializes in an automated trading strategy involving exchange-traded European-style S&P 500 index options, offering client-facing software for performance reporting, margin monitoring, and alerts.

Thomas Casper is a financial advisor with SyntheticFi LLC in Winter Park, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Stansberry Asset Management, Lyons Wealth Management, Pintar Investment Company, and Creative Planning. He is also the president and owner of Adaptive Solutions Consulting Inc, a consulting and recruiting firm. SyntheticFi provides investment advisory and sub-advisory services primarily to other registered investment advisers, as well as individual clients, corporations, and small businesses. The firm’s approach focuses on automated trading of exchange-traded European-style S&P 500 index options, utilizing proprietary software for client performance reporting and margin monitoring.

Yucheng Yang is a financial advisor at SyntheticFi LLC with a Series 65 credential and one year of industry experience. He is also the Chief Executive Officer of Cyclone Technologies, Inc, the parent company of SyntheticFi LLC, and serves as managing member of Converge Fashion, LLC, a wholesale trade business. Prior to his current roles, Yang worked at Stripe Inc and held academic positions at the University of California, Berkeley and Tsinghua University. SyntheticFi LLC provides investment advisory and sub-advisory services primarily to other registered investment advisers, as well as individual clients, corporations, and small businesses. The firm focuses on automated trading of exchange-traded European-style S&P 500 index options using a box spread strategy, supported by client-facing software for performance reporting and margin monitoring.