Aureon Capital AI · Redefining Hedge Fund Management Through Human + AI Partnership  ·  Invest With Us

Built on conviction,
powered by intelligence.

Aureon Capital AI was founded on a single belief: that the future of investing belongs to those who can harness both human expertise and machine intelligence — simultaneously. Our team brings together seasoned traders, financial engineers, and compliance professionals united by a shared conviction in the hybrid model.

NC
Headquartered in North Carolina, U.S.A.
3+
Core Investment Strategies
100%
U.S. Regulatory Compliant
AI
Proprietary Real-Time Signal Engine

The Firm

Involved from the beginning of AI-driven finance.

Aureon Capital AI was established with a clear mandate: build the investment firm that the next era of markets demands. One where the speed and scale of machine intelligence is channeled through the judgment and discipline of experienced human professionals.

We are based in North Carolina and serve U.S.-based institutional investors, family offices, and high-net-worth individuals — providing the same technology-enhanced investment process previously available only to the largest global institutions.

Our Founding Thesis

Pure quant funds miss contextual nuance. Pure discretionary funds struggle with the volume of modern signal data. The optimal structure blends both — and that is precisely what Aureon was built to deliver.

Our Technology Edge

Our proprietary AI engine processes macroeconomic releases, options market structure, sentiment data, and on-chain flows in real time — surfacing high-conviction signals that our traders validate, size, and execute with precision.

Our Compliance Commitment

From inception, we designed Aureon around full U.S. regulatory compliance. Our dedicated legal and compliance team ensures every strategy, client interaction, and operational process meets or exceeds regulatory requirements.

Our Client Philosophy

We operate as true partners to our investors — with transparent risk reporting, dedicated relationship management, and an unwavering commitment to capital preservation alongside growth.

Aureon History

A timeline of milestones.

2021

Aureon Capital AI is founded.

Established in North Carolina with a founding team of traders, financial engineers, and compliance experts united by the conviction that the hybrid model is the future of fund management.

2022

Proprietary AI Signal Engine — Version 1.0

First iteration of Aureon's real-time signal engine goes live — processing macroeconomic, technical, and sentiment data simultaneously across forex and digital asset markets.

2022

First Institutional Client Onboarded

Aureon welcomes its first institutional investor — a family office seeking AI-enhanced multi-asset portfolio management with full risk transparency.

2023

Hybrid Alpha Fund — Launched

Aureon's flagship strategy launches, combining systematic AI signals with a discretionary human overlay across forex and digital asset markets.

2024

Financial AI Consulting Division

Aureon formalizes its consulting practice, partnering with financial institutions and corporate treasuries to embed AI into their investment and risk decision-making processes.

2024

AI Engine V2 — Multi-Asset Expansion

Second-generation signal engine expands coverage to equities, fixed income, and commodities — enabling the full Bespoke Portfolio Management strategy across all asset classes.

2025

Nationwide Investor Expansion

Aureon extends its investor base beyond North Carolina, onboarding institutional clients across the U.S. and establishing its capital formation team to support continued growth.

2026

Now Accepting Qualified Investor Applications

Aureon Capital AI is actively accepting inquiries from accredited investors and qualified institutional buyers across all three core strategies. Minimum investment from $250,000.

The Team

The Aureon team.

Our competitive edge is built on market expertise, technical talent, and a shared commitment to the hybrid investment model.

Leadership

AUREON CAPITAL AI
Marcus A. Reid
Founder & Chief Investment Officer
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AUREON CAPITAL AI
Diana K. Chen
Co-Founder & Chief AI Officer
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AUREON CAPITAL AI
James O. Whitfield
Chief Compliance & Legal Officer
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Investment & Operations Team

AUREON
Naomi T. Osei
Head of Trading
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AUREON
Rafael M. Souza
Senior AI Engineer
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AUREON
Priya S. Nair
Portfolio Risk Analyst
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AUREON
David E. Kolawole
Head of Investor Relations
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AUREON
Sophia L. Park, CFA
Director, Capital Formation
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AUREON
André T. Mensah
Quantitative Researcher
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AUREON
Leila M. Hassan
Chief Financial Officer
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AUREON
Kevin J. Adler
Digital Assets Strategist
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Our Values

What drives every decision we make.

Disciplined Conviction

Every position we take is the product of rigorous AI-generated analysis validated by human judgment. We do not trade noise — we trade signal, with conviction and discipline.

Full Transparency

Our investors see everything — real-time risk dashboards, position-level attribution, and honest performance reporting. Trust is built on transparency, and we protect that trust above all else.

Regulatory Integrity

We designed Aureon around full U.S. regulatory compliance from the first day. Our legal and compliance team is embedded in every strategy, every client onboarding, and every operational decision.

Human–AI Partnership

We believe the optimal investment process is one where AI augments human judgment — not replaces it. This partnership is the architectural foundation of everything we build.

Continuous Improvement

Our AI models are not static. We retrain, backtest, and refine continuously — and we apply the same growth mindset to our trading process, our client experience, and our operations.

Capital Preservation First

Returns matter — but protecting our investors' capital matters more. Every strategy we run incorporates active drawdown management, and we never take risks we cannot clearly justify.

Join the Team

Looking for a career at the intersection of finance and AI?

Aureon is building a world-class team of traders, engineers, analysts, and operations professionals. If you are passionate about the future of investing, we want to hear from you.

View Open Roles Submit Your Profile

Stay ahead with Aureon Insights — market intelligence for the AI age.

Marcus A. Reid
Founder & Chief Investment Officer

Marcus Reid founded Aureon Capital AI with the conviction that the next era of fund management belongs to firms that can marry human trading acumen with the analytical scale of artificial intelligence.

Prior to founding Aureon, Marcus spent over 15 years in global macro trading at leading institutional desks, managing multi-asset portfolios across equities, fixed income, forex, and commodities. He served as Head of Macro Trading at a mid-sized hedge fund where he oversaw $800 million in AUM before identifying the structural opportunity that would become Aureon's founding thesis.

Marcus holds a B.S. in Financial Engineering from Duke University and an M.B.A. from the Wharton School at the University of Pennsylvania. He is a CFA charterholder and a member of the CFA Society of North Carolina.

Diana K. Chen
Co-Founder & Chief AI Officer

Diana Chen is the architect of Aureon's proprietary AI signal engine — the technology layer at the heart of everything Aureon does. As Co-Founder and Chief AI Officer, she oversees the design, development, and continuous improvement of the firm's machine learning models across all asset classes.

Before co-founding Aureon, Diana led AI research teams at two quantitative hedge funds, building predictive models for FX and commodity markets. Her academic work on multi-modal financial signal fusion was published in the Journal of Financial Data Science in 2020. She previously held engineering roles at a leading U.S. technology company where she developed NLP systems for financial document analysis.

Diana holds a B.S. in Computer Science from MIT and a Ph.D. in Machine Learning from Stanford University, where her dissertation focused on reinforcement learning in non-stationary financial environments.

James O. Whitfield
Chief Compliance & Legal Officer

James Whitfield leads all legal, regulatory, and compliance functions at Aureon Capital AI. He brings over 20 years of experience in securities law and alternative investment compliance, having served as General Counsel at two SEC-registered investment advisers and as a senior attorney at a major U.S. financial regulator.

James was instrumental in structuring Aureon's regulatory framework from the ground up — ensuring the firm operates in full compliance with U.S. securities laws, including the Investment Advisers Act of 1940. He oversees investor onboarding procedures, accreditation verification, Form ADV filings, and the firm's ongoing regulatory reporting obligations.

He holds a B.A. in Political Science from the University of Virginia and a J.D. from Georgetown University Law Center, with a specialization in securities and financial regulation. He is a member of the North Carolina State Bar and the Investment Adviser Association.

Naomi T. Osei
Head of Trading

Naomi leads Aureon's trading desk, overseeing execution across all asset classes. She brings 12 years of experience in FX and multi-asset trading, having previously served as Senior Trader at a global macro hedge fund in New York. Naomi specializes in discretionary execution in high-volatility environments and is the primary interface between Aureon's AI signal engine and live markets. She holds a B.S. in Economics from Howard University and an M.S. in Financial Mathematics from NYU Courant.

Rafael M. Souza
Senior AI Engineer

Rafael is responsible for the engineering infrastructure underlying Aureon's AI signal platform — including real-time data pipelines, model inference systems, and the investor-facing risk dashboard. He previously led ML infrastructure engineering at a fintech company processing over $5 billion in daily transaction volume. Rafael holds a B.S. and M.S. in Computer Science from the Federal University of São Paulo, and completed a research fellowship in computational finance at Carnegie Mellon University.

Priya S. Nair
Portfolio Risk Analyst

Priya manages Aureon's real-time risk monitoring framework, maintaining continuous oversight of position-level exposure, drawdown, correlation, and volatility across all portfolios. She previously worked in risk management at a global investment bank, where she monitored multi-billion-dollar trading books across equity derivatives and structured products. Priya is a CFA charterholder and holds a B.Tech. in Engineering from IIT Bombay and an M.S. in Financial Engineering from Columbia University.

David E. Kolawole
Head of Investor Relations

David leads Aureon's investor relations function, managing ongoing communication with existing investors and supporting the capital formation team in building new institutional relationships. He brings 10 years of investor relations experience across hedge fund and private equity environments, including four years at a multi-billion-dollar alternatives manager in Charlotte, NC. David holds a B.A. in Finance from Morehouse College and holds FINRA Series 7 and Series 63 licenses.

Sophia L. Park, CFA
Director, Capital Formation

Sophia drives Aureon's business development efforts, managing relationships with institutional investors, family offices, and high-net-worth individuals across the U.S. She previously served in capital formation roles at two alternative asset managers, focusing on the Southeast and Mid-Atlantic regions. Sophia is a CFA charterholder and a member of the CFA Society of North Carolina. She holds a B.A. in Economics from UNC Chapel Hill.

André T. Mensah
Quantitative Researcher

André develops and validates the quantitative models underlying Aureon's AI signal engine, with a particular focus on macroeconomic factor models and cross-asset return prediction. He previously conducted research at a systematic hedge fund, publishing work on regime-detection algorithms in the Journal of Portfolio Management. André holds a B.Sc. in Mathematics from the University of Ghana and a Ph.D. in Statistics from Duke University.

Leila M. Hassan
Chief Financial Officer

Leila oversees all financial operations at Aureon, including fund accounting, financial reporting, audit management, and treasury operations. She brings 18 years of experience in alternative investment finance, including senior roles at two SEC-registered hedge funds. Prior to joining Aureon, she served as Controller at a $2 billion multi-strategy fund. Leila is a licensed CPA in the state of North Carolina and holds a B.S. in Accounting from NC State University.

Kevin J. Adler
Digital Assets Strategist

Kevin specializes in digital asset market structure, on-chain analytics, and cryptocurrency portfolio strategy within Aureon's Hybrid Alpha Fund. He has been active in crypto markets since 2016, previously serving as a research analyst at a digital asset fund and as a contributor to multiple blockchain protocol governance communities. Kevin holds a B.S. in Finance from the University of Maryland and is a certified Blockchain Expert through the Blockchain Council.