AlphaTrAI, the tech-driven, San Diego-based asset management firm that leverages artificial intelligence to deliver investment results, has added a third industry veteran to its leadership ranks in as many months. The appointment of James McGrath as Head of Investment Strategy and Advisor Consulting follows closely on the heels of new Chief Investment Officer Anjun Zhou and Chief Solutions Officer José Pierre joining the firm earlier in the year.
McGrath will work with independent financial advisors and RIAs to incorporate AlphaTrAI’s AI-driven investment solutions into portfolios and will also support advisors in leveraging the firm’s business intelligence to improve their practices. Additionally, McGrath will take a leading role in the firm’s marketing and positioning efforts and work closely with institutions and individuals to design custom investment solutions.
“AlphaTrAI is at the intersection of technological innovation and investment solutions,” said McGrath. “There’s real science going on at the firm. Data scientists, accomplished investment experts and robust innovative technologies all working in sync to reshape how our industry approaches wealth management. We’re at an inflection point, and AlphaTrAI is leading the way.”
Prior to joining AlphaTrAI, McGrath spent over 11 years at Forbes Family Trust, a multi-family office/advisory firm helping affluent individuals and families preserve and enhance the value of their assets. While at the firm, he held several roles including Director of Research and Chief Investment Officer.
Earlier, he founded and served as the President of Leonis Group, an investment management, risk management and strategy consulting firm. He was one of the founders and held investment and research leadership roles at LGL Partners, a private family office and investment firm for multiple families and institutions. He has also worked at Brooks Capital Group, a single-family office, and The Federal Reserve Bank.
Throughout his career, McGrath’s ability to leverage innovative technologies to achieve better outcomes has been a hallmark of his success. This, combined with his asset management and finance theory expertise, positions him to help drive AlphaTrAI’s ongoing efforts to help clients achieve success using data science and AI technologies.
Bill Dwyer, AlphaTrAI CEO says, “The depth and breadth of knowledge James brings to AlphaTrAI is transformational. And critically, he has a unique blend of experience that provides him with a strong foundation in both financial services and technology. He’s earned a sterling reputation for deconstructing the complex and delivering solutions that are both elegant and impactful. We’re thrilled to have him on board.”
