Marco Bitran’s Career in Financial Fund Management and Platform Development

Since February, 2011, Marco Bitran has held responsibilities as founder of AI Exchange, Inc., a Boston alternative investment services firm that has developed a patent-pending managed account platform for enhancing transparency and liquidity. Raising $1.5 million in funding from multiple top-tier venture capital firms, he has built a seasoned executive team, including a prominent former Schwab Investments senior sales leader.

Mr. Bitran earned a B.S. in Electrical Engineering at the Massachusetts Institute of Technology (MIT), minoring in Economics. He gained an elected position as Vice President of the Sigma Alpha Epsilon Fraternity, also earning entrance into a number of national honor societies. He completed his education with an MBA at Harvard Business School, notably participating in finance, investment, and hedge fund management club activities.

From 2003 to 2006, Marco Bitran served as Section-Fund Manager and Global Industry Analyst with Wellington Management Company in Boston. Managing a $1 billion fund focused on global capital goods and infrastructure sectors, he held full fund performance responsibilities. Mr. Bitran notably constructed the portfolio utilizing a fundamentals driven, ground-up process that synthesized input from global equity analysts and portfolio teams. He selected portfolio holdings in cyclical companies, considering variables such as capacity utilization, profit margin, order sustainability, leading indicators, and macroeconomic variables.

Prior to taking the helm of AI Exchange, Marco Bitran held responsibilities as founder and Portfolio Manager with Clearstream Investments, LLC. Utilizing innovative fund models developed by MIT Ph.D graduate Shioulin Sam and MIT Professor Gabriel R. Bitran, he developed a quantitative ETF trading fund, expanding managed assets to $550 million within 5 years. The key AI Exchange software platform has been lifted from this firm, and technologically enhanced and commercialized.