Brian Portnoy

Brian Portnoy, Ph.D., CFA, is an expert at simplifying the complex world of money. In his three books -- The Investor's Paradox, The Geometry of Wealth, and How I Invest My Money (edited with Josh Brown) -- he illustrates how to not only make better financial decisions but also figure out how money fits into a joyful life. Brian is the founder of Shaping Wealth, a financial wellness platform that works with individuals and organizations to make better money decisions. He has served as keynote...See more

Brian Portnoy, Ph.D., CFA, is an expert at simplifying the complex world of money. In his three books -- The Investor's Paradox, The Geometry of Wealth, and How I Invest My Money (edited with Josh Brown) -- he illustrates how to not only make better financial decisions but also figure out how money fits into a joyful life. Brian is the founder of Shaping Wealth, a financial wellness platform that works with individuals and organizations to make better money decisions. He has served as keynote speaker, seminar leader, and coach to thousands of investors on topics ranging from portfolio strategy to the connection between money and happiness. For more than two decades, Brian has worked in the hedge fund and mutual fund industries as portfolio manager and educator. He is a CFA Charterholder, earned his doctorate at the University of Chicago, and serves on the advisory board for the Alliance for Decision Education. He lives in Chicago with his wife and three children. See less