Co-Founder & Chief Investment Strategist
David Robert Harrison
Cognitive Alpha Partners LLC
27-year veteran in global investment research, CFA Charterholder. Harvard economics graduate with MIT graduate finance studies. Decades of experience across Goldman Sachs, Morgan Stanley and J.P. Morgan Asset Management.
27 Years
of Investment Research Experience
CFA Charterholder
Chartered Financial Analyst
Harvard University
Economics
MIT Graduate Studies
Finance
Wall Street Institutions
Former Senior Leader at Top-Tier Firms
Co-Founder since 2020
Cognitive Alpha Partners LLC
- Research-Driven
- Risk-First
- Long-Term Allocation
- Disciplined Execution
- Multi-Asset Strategy
- Explainable Investment
- Financial Education
- Community Learning
- CogAlpha Intelligent System
Explore David’s World
Four pillars of a 27-year investment career — academic grounding, Wall Street practice, a disciplined philosophy and a public mission.
Academic Foundation — Harvard & MIT
Economics at Harvard, graduate finance at MIT, CFA Charterholder.
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Wall-Street Career Journey
Goldman Sachs, Morgan Stanley, J.P. Morgan Asset Management.
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Four-core Investment Principles
Research-driven, risk-first, long-term allocation, disciplined execution.
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Investment-as-a-life-skill Vision
Financial education and shared research for everyone.
Learn more“Capital that exists only for profit can never bring true progress to society.”
— David Robert Harrison
Profile
A Career Built on Research and Discipline
David Robert Harrison serves as Co-Founder and Chief Investment Strategist of Cognitive Alpha Partners LLC. His 27-year career covers equity analysis, institutional portfolio management and global multi-asset allocation.
His core competence lies in multi-dimensional analysis — from company fundamentals and industry cycles to the macroeconomic environment and portfolio-level risk structure — integrating scattered information into strategy frameworks with clear reasoning.
His investment creed:
Understand value via deep research, adapt to market shifts through sound allocation, control risk with strict discipline.
Deep Research
Sound Allocation
Strict Discipline
Focus Areas
- Global capital-market research
- Multi-asset allocation & ETF strategy
- Institutional risk management
- AI-assisted investment analysis
Education
Academic Foundation
Harvard University — Economics
Systematic study of economics and capital-market frameworks, building a solid macro-perspective that anchors every later investment judgment.
MIT Graduate Program in Finance
Focus on macroeconomics, asset pricing, financial engineering, portfolio optimization and quantitative risk management.
CFA Charterholder
Professional ethics and investment research qualification, reflecting a lifelong commitment to rigorous standards.
These academic backgrounds integrate economic theory, corporate value analysis and portfolio management as one complete knowledge system.
Career Journey
Twenty-Seven Years, Four Career Chapters
From equity research analyst to global asset allocation strategist — each chapter added a new layer to a complete investment framework.
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1999 – 2005
Goldman Sachs
Equity Research Analyst → Senior Equity Research Analyst
Coverage: US equities & technology sector — semiconductors, software, corporate finance and valuation modelling. Formed a fundamentals-first research discipline.
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2005 – 2013
Morgan Stanley
Portfolio Manager → Senior Portfolio Manager
Focus: growth equity strategy, sector allocation and institutional portfolio management. Thinking expanded from single-asset evaluation to full-portfolio risk-return structure, correlation and sector concentration risk management.
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2013 – 2020
J.P. Morgan Asset Management
Managing Director, Global Asset Allocation Strategy
Research scope: global equities, ETF strategy, fixed-income assets, interest-rate cycles and cross-border capital flows. Combined macro research with multi-asset portfolio construction and risk management.
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2020 – Present
Cognitive Alpha Partners LLC
Co-Founder & Chief Investment Strategist
Responsible for the global investment strategy framework, macro research, asset allocation, ETF research, risk-management architecture and the application of AI-assisted investment analysis.
Investment Philosophy
Four Core Investment Principles
A philosophy refined across market cycles — simple to state, demanding to practice.
Research-Driven
Deep corporate-value research as the starting point of every investment judgment.
Risk-First
Volatility, drawdown and potential loss must be factored into every decision.
Long-Term Allocation
Focus on long-term capital compounding instead of short-term market speculation.
Disciplined Execution
Continuously review convictions; let framework — not emotion — guide decisions.
Multi-Level Analytical Framework
Company Level
Profit creation & sustainable competitive advantage.
Industry Level
Industry cycle, competitive landscape & valuation.
Macro Environment Level
Economic cycle, monetary policy, global capital flow.
Portfolio Level
Asset correlation, concentration risk, overall risk-return profile.
Investment skill lies in understanding both opportunity and risk together.
CogAlpha System
The CogAlpha Intelligent Investment System
Technology serves researchers — it does not replace human judgment.
Organize Massive Information
The system structures vast market information so researchers can see the landscape clearly and act on what matters.
Process Data, Flag Topics
Automated processing highlights the topics that require deeper human investigation — a compass, not an autopilot.
Human Judgment Stays Central
Real investment judgment depends on economic reality, corporate fundamentals and risk assessment — with ongoing review and revision.
Community Sessions — 5th-Generation Upgrade
Community sessions explain the system’s philosophy, usage scope and limitations. We strictly distinguish financial education, tool demonstration and commercial promotion.
Vision & Community
“Investing is not a privilege — it is a life skill everyone should have.”
A learning space for continuous study, rational discussion and shared investment research.
What We Cover
Market insights, investment fundamentals, real-world research case studies and risk discussion.
Community Goals
Help participants understand money & risk, plan family finances, evaluate noisy market information and build a personal judgment framework matching individual risk tolerance.
“Capital that exists only for profit can never bring true progress to society. Let capital and knowledge jointly serve human development.”
Professional research as foundation, transparent communication to build trust, financial education as social responsibility.
Join the Conversation on Capital, Research and Education
A learning space for continuous study, rational discussion and shared investment research.
Explore the Community