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AlphaTrAI is bringing investment management into the age of Artificial Intelligence

Our guiding principle is that artificial intelligence can fundamentally transform investment management by overcoming challenges and biases present in both human-driven and traditional quantitative strategies.

Our Story

Incepted in 2018 by the leading incubator of AI ventures, AlphaTrAI has successfully completed its fully functional and autonomous investment technology platform. Since last year, the company has successfully been executing multiple investment products internally and for external investors.


Our Team


Bruce Lavine

chief executive officer, Alphatrai funds inc.

27–year securities industry veteran, former President of WisdomTree and held senior roles on the iShares team including CFO and CEO of Europe

Max Gokhman

Chief Investment Officer

16–year investment management veteran, former Head of Asset Allocation Pacific Life

Bill Dwyer

Executive Board Member

31-year security industry veteran, former President of LPL

Andreas Roell

Co-founder and Board Member

22–year technology entrepreneur with over 6 successful exits

Giancarlo Rocco

Chief of Staff

7 years of venture capital and private equity experience in software and AI

Katherine Paulson

Chief Marketing Officer

24 years of experience in the field of marketing with extensive knowledge and understanding of the financial industry, former AVP of Marketing, MetLife

Data Scientists

Hudson Cooper

Director, Algo-Statistics

Master of Science, Complex Systems Modeling from King's College London, and B.S. in Probability and Statistics from the University of California, San Diego, specialized in Machine Learning

Yury Kiselev

Director, Algorithmic Research

Ph.D. and Master of Science, Physics, University of California, San Diego

Jason Wilkes

Director, Infrastructure & Machine Learning

Master of Science, Mathematical Physics, University of Alberta

Mikhail Gaerlan

Quantitative Researcher

Master of Science, Applied Mathematics, University of California, Davis

Our Advisors

Karyn Williams

Former Head of Client Relations, Two Sigma

Navid Alipour

Founder and Director, Analytics Ventures

John Cooper

Former Managing Director, Morgan Stanley

Dan Kreuter

Chairman, Gladstone Group

Amy Wierenga

Chief Risk Officer, GCM Grosvenor

Andrew Malloy

Founder of ATMalloy & Partners LLC Family Office Consultants

John Culbertson

Board Member and Strategic Advisor at Context Capital Partners

Jose Pierre

CEO, Marketware International

Dominic Janssens

Private Investor | Senior Advisor | former Global Chief Operating Officer, Macquarie Investment Management