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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


Bill Dwyer

Chief Executive officer and chairman of the board

31-year security industry veteran, former President of LPL

Max Gokhman

President and Chief Investment Officer

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

Will Abbott

VP of Product Development

30-year security industry veteran, former Head of Registered Investment Advisors Allianz Global Investors

Giancarlo Rocco

Chief of Staff and Head of Operations

7 years of early stage venture capital and operational experience with focus in software and AI, 5 years of private fund management

Will Dwyer

Business Development

5 years of sales and marketing experience

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

Board and Advisory Members

Navid Alipour

Board director, Founder and Director, Analytics Ventures

Amy Wierenga

Board director, Chair, Investment Policy Committee, Chief Risk Officer, GCM Grosvenor

Bruce Lavine

Chief Executive Officer, AlphaTrAI Funds Inc, Member, Investment Policy Committee, former President of WisdomTree and held senior roles on the iShares team including CFO and CEO of Europe

Dominic Janssens

Board director, member, investment policy committee, private investor, senior advisor, former Global Chief Operating Officer, Macquarie Investment Management

Andreas Roell

Board director, Tech entrepreneur with over 6 successful exits

Richard Goldman

Head of Advisory Council, former CEO and COO of Rydex Investments and Guggenheim Investments, Former Managing Director Deutsche Asset Management, Former Head of Institutional Sales, State Street

Jose Pierre

Advisor, CEO, Marketware International

John Culbertson

Advisor, Board Member and Strategic Advisor at Context Capital Partners

Andy Malloy

Advisor, Founder of ATMalloy & Partners LLC Family Office Consultants

Dan Kreuter

Advisor, Chairman, Gladstone Group

John Cooper

Advisor, Former managing director, morgan stanley

Karyn Williams

Advisor, former head of client relations, two sigma

Strategic Holdings