COGNITIVE INVESTMENTS
Knowledge Platform
Each of CI’s investment strategies leverages the firm’s proprietary “Knowledge Platform.” CI uses the platform to identify opportunities that other investors might not recognize. Our Knowledge Platform combines raw data, our “Deep Generalist” knowledge base of industries and business models, as well as human intelligence networks, to build a broad analysis of top-down (macroeconomic, geopolitical, demographic), bottom-up (industry specific, technological), and financial market trends.

CI’s team has spent a decade building out a proprietary network of trusted specialists with deep understanding of various industries. We use this network to supplement the CI team’s own knowledge base.Many of the entrepreneurs and business owners in our network are also CI clients. As CI’s own client base of entrepreneurial individuals and families grows, this human network will become even larger and more effective with time.
Whether you're an individual who is interested in becoming a client, or an institutional investor interested in leveraging our global research and investment strategies, we'd love to talk.
Kristin Galligan, Director of Client Relations, will be in touch with you shortly.
Get to know us
Whether you're an individual who is interested in becoming a client, or an institutional investor interested in leveraging our global research and investment strategies, we'd love to talk.
Please fill out the information form.
Kristin Galligan, Director of Client Relations, will be in touch with you shortly.
Contact Us
Robert Larity, CMT, CFA
Founder & Chief Investment Officer
17 Yrs Experience
Locations: Cambridge, MA + Paris
Daniela Evan
Partner & Chief Operating Officer
Sean Edelman
Partner & Director of Knowledge Platform
Tom Naughton, CFA
Analyst
6 years' experience
LOCATION:
Los Angeles
Tom is part of the CI research team, where he focuses on analyzing equity and thematic investment opportunities for CI’s clients. Tom also focuses on managing CI’s internal library of research and field notes.
In addition to CI, Tom is an Analyst at Off Wall Street. Prior to OWS, he worked in research and trading at a $2.5B Boston-based global macro hedge fund. He also has prior experience working with individual clients in the financial planning and advisory group of a large financial advisory institution.
Tom earned his BS from Northeastern University, with a major in Finance and a minor in Economics. He also holds the CFA® (Chartered Financial Analyst) designation.
Tom was born near Omaha, Nebraska, and is generally considered to be Omaha’s 2nd best investor.
Steve Denison, CAIA
Partner & Director of Knowledge Platform
6 years' experience
LOCATION:
Los Angeles
Steve is part of the CI research team, where he focuses on analyzing equity and thematic investment opportunities for CI’s clients. Steve also focuses on managing CI’s systematic risk controls, its proprietary macro and industry-level data visualization platform, and on trading.
In addition to CI, Steve is an Analyst at Off Wall Street. Prior to OWS, he worked as an equity analyst for a $1B Boston-based wealth management firm, and in equity research for a large institutional investment manager.
Steve earned his BS in Business from Northeastern University, with a concentration in Finance. He holds the CAIA® (Chartered Alternative Investment Analyst) designation, and is a Level III candidate for the CFA® (Chartered Financial Analyst) designation.
Steve began his university degree in Applied Physics (he wanted to build rocket ships when he was 10, before anybody had heard of SpaceX), then switched to Computer Science, only to convert both of these skill sets into a concentration on Finance. We think of him as CI’s resident rocket scientist.
Where we are
CI has feet on the ground—Globally.
CAMBRIDGE, MA — Headquarters
The Cambridge/Boston area is the capital of US science and innovation, particularly for IT and biotech. It also has arguably the greatest concentration of highly-educated and foreign-born persons of any US city. Having our HQ here allows us to keep on top of what’s coming next, and to build relationships that span across the globe.
Our Global Service Partners
Cognitive Investments works with a trusted group of specialist partners that can handle nearly anything that out clients might need.
For each client, we build a personalized mix of CI’s investment strategies, all of which leverage our unique Knowledge Platform.
CI STRATEGIC WEALTH
CI EQUITY
CI MACRO
CI LAUNCH
Top Down Strategies
Stock and bond indices, foreign currencies, commodities
Cognitive Investments (CI)
is a new kind of investment advisor.
Our objective is to protect and grow our clients’ wealth for the long term.
CI views wealth differently from traditional investment advisors. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).
For each client’s material wealth, we build a personalized mix of CI’s own boutique investment strategies. These have the freedom to invest in a uniquely global and unconstrained way. They are designed to protect and grow our clients’ assets even through turbulent times.
As for human wealth, CI sees the “whole” client, supporting and assisting in their business growth, personal growth, and asset growth. Our clients become members of our exclusive CI network, which works collaboratively to maximize each client’s business and personal potential. Our team is available exclusively to you, via a private, direct channel, to provide information, experience, and advice. In addition, we have a wide range of vetted recommendations for all your needs, locally and globally.
CI provides transparency, personal relationships, and unequaled support to our community of investors/clients.
Lee Miles
Senior Analyst & Co-PM, 18 years’ experience
Lee is a Senior Analyst and Co-Portfolio Manager on CI's bottom-up investment strategies. Prior to CI, Lee was an independent money manager and Senior Analyst at Off Wall Street. Prior to that, he helped design and launch the innovative Kailish quantitative and fundamental equity business within KCG and Baird. Lee previously was a Senior Analyst and Portfolio Manager at Fidelity Investments, an Analyst at AllianceBernstein, and spent four years at McKinsey. He earned his BA magna cum laude with Highest Honors in Engineering from Harvard University, and an MBA with Distinction from Wharton (UPenn), where he graduated top 5% in his class.
