AlphaTrAI Expands Senior Leadership Team With Appointment of Industry Veteran James McGrath as Head of Investment Strategy and Advisor Consulting
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Thursday, June 1, 2023
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McGrath's storied career encompasses successful turns as an entrepreneur, investor, portfolio manager, strategist, risk manager, and researcher with deep domain expertise in finance theory and practice. Most recently, Mr. McGrath spent over 11 years at Forbes Family Trust, a multi-family office/advisory firm helping ultra-affluent individuals and families preserve and enhance the value of their assets, while coordinating all their financial affairs--serving in several roles including Director of Research and Chief Investment Officer.
Key Points:
- Mr. McGrath will work with independent advisors and RIAs to incorporate AlphaTrAI investment solutions into portfolios and leverage the firm's business intelligence to improve their practices.
- Specifically, he will support product ideation, analyze industry trends and client needs and create content and commentary on the firm's strategies and related investment topics.
- Bill Dwyer, AlphaTrAI CEO says, "The depth and breadth of knowledge James brings to AlphaTrAI is transformational.
- In 2009, Mr. McGrath founded and then served as the President of Leonis Group, an investment management, risk management and strategy consulting firm.