Founder & CIO, Cognitive Investments LLC
Neil brings more than 25 years of investment management and corporate finance experience to his work with RIAs and business clients. His background spans chief investment officer roles, portfolio management, investment research, and professional coaching.
He founded Cognitive Investments to bring these perspectives together: investment expertise, an understanding of people, and the judgment to turn decisions into action.
Today, Neil supports RIAs serving high-net-worth families and family offices, provides business consulting and coaching, and invests proprietary capital across public and private markets.
Our Philosophy: Head. Heart. Gut.
Investment and business decisions involve people, priorities, and uncertainty. Our holistic approach considers the full picture through three connected perspectives:
HEAD BRAIN — Clarity
Understand, analyze, and weigh the options. Examine the evidence, challenge assumptions, and assess the trade-offs.
HEART BRAIN — Purpose
Connect with people, values, and priorities. Understand what matters to those affected by a decision.
GUT BRAIN — Action
Draw on experience, decide, and follow through. Put plans into practice and adapt as circumstances change.
Together, these perspectives connect sound analysis with meaningful goals and disciplined action.
Investment Expertise. A Coaching Perspective.
For families with complex wealth, investment decisions often intersect with relationships, competing goals, and questions of trust. Business challenges can be equally personal, requiring both practical solutions and candid conversations.
Neil’s coaching training complements his financial and business experience—helping him listen closely, ask useful questions, and support clients as they work through decisions.
Professional Career Highlights
- Founder & President | Cognitive Investments, LLC (Provides institutional consulting to RIAs and business teams).
- Senior Consultant & Advisory Board Member | Legacy Wealth Advisors, LLC (Advising a premier Silicon Valley RIA serving elite UHNW families).
- Former Chief Investment Officer & Managing Director | LTS Capital Advisors ($300M+ AUM firm).
- Former Chief Investment Officer | Inlign Wealth Management ($1B+ AUM firm).
- Former Director of Research & Senior Portfolio Manager | Sand Hill Advisors (managed/oversaw $450M+ in assets).
- Prior Corporate Experience | NCR Corporation & Piper Jaffray (Senior Financial & Equity Analyst).
Asset figures reflect Neil’s tenure at each firm.
Firm Profile & Scope of Practice
Investment Consulting for RIAs
Experienced CIO support for investment processes, portfolio design, manager selection, risk oversight, and client conversations.
Business Consulting & Coaching
Business experience and professional coaching to help clients clarify priorities, navigate challenges, strengthen teams, and put plans into action.
Proprietary Multi-Asset Investing
Investing our own capital across public and private markets, keeping our research and judgment grounded in firsthand experience.
Our consulting serves RIAs and business clients. Proprietary investing involves the firm’s own capital.
Education, Credentials & Training
- CFA® Charterholder (Chartered Financial Analyst)
- MBA in Finance & Investments – Indiana University, Bloomington
- ICF-ACC Certified Coach (International Coaching Federation)
- MS in Industrial Engineering – Arizona State University
- BS in Mechanical Engineering – MNNIT (India)