Brian Portnoy

Brian Portnoy, Ph.D., CFA, is the founder and CEO of Shaping Wealth, the global wealth industry’s premier learning platform for human-first financial guidance, and an author of multiple bestselling books on the psychology of money, including The Geometry of Wealth (2018). Brian coaches financial advisors and investors worldwide on the intersection of human behavior and financial planning, tackling topics ranging from decision-making to emotional intelligence to how money fits into a meaningful life. Brian previously worked in the hedge fund and mutual fund industries as investor, researcher, and educator. He serves on the Ambassador’s Council of the Alliance for Decision Education, is a CFA Charterholder, and earned his doctorate at the University of Chicago and undergraduate degree at the University of Michigan.