Meet the worlds's
leading investment AI
team


ScionAI is the leading provider of data services for investors.
We are utilizing financial data and alternative data sources in
accelerating acquisition of wealth for our clients. The ScionAI
suite of services includes in-house portforlio management services
and Investment Assistnat services for investors.

Our Values

Innovation

Our ambition is to solve problems that maximize client returns

Integrity

We make it our goal to deliver services with highest standard of ethics

Education

Constant education of clients and partners is our ultimate goal

Simplicity

Solution and services should be easily applicable for any investor

Our Team

We function like a sport team, we got each others back

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Reza Roshani Tabrizi

Fund Manager

Equity Investor, and Data Scientist. PhD in EE/CS from University of Texas at Dallas.

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Wentao Zhang

Investor

Technolog Professional. MBA from NYU Stern and Master of CS from Columbia University

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Amer Khalil

Healthcre/Biotech Domain Expert

Neurosurgon from Cleveland Clinic and Fellowship in MIT and Boston

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Marketing Advisor

CMO to be

Our Story

ScionAI is started by Reza Roshani and Wentao Zhang, the past co-workers from the giant financial services comppany Bloomberg LP. Wentao mentored Reza in the trading of securities. In 2017, Reza quit Bloomberg and started to explore investment management field. The main question that inspired us was, how should we maximize the profits when we are investing in the stocks? The answer, is to predict the earnings of public companies. After a few years of experimentation and trading in the market, the ScionAI's properitery algorithm is developed to trade equities. The essnetial building blocks of the Algorithm are followings:

  • High Growth/High Margin stocks perform better in long term
  • Buy secturities at low valuations
  • Buy Securities on momentum
  • Stock prices are asymmetric
  • Be aggressive in profit taking
  • Diversification is a must

The invesment strategy reached to it's maturity in 2018 and became profitable. Other members of the team and their activities are listed next.

Today, our colleague Wentao acts as high level strategy advisor in ScionAI and makes recommendations on technology trends.

Later in 2020, Dr. Amer Khalil an accomplished neurosurgon, joined ScionAI as an investor. Reza and Amer, were neighbor's in ornage county and now together they are growing their investment management firm.

ScionAI's algorithm can be applied to manage portfolio's of short/long stocks or long only stocks. The mentioned algorithm, combined with option trading has yielded 20% outperformance compared to SPY from October of 2018 till May of 2020.