Brian Portnoy

Founder & CEO at Shaping Wealth

Speaker

Brian Portnoy, Ph.D., CFA, is an expert in the psychology of money. He is the founder of Shaping Wealth, the global wealth industry's premier learning & engagement platform for human-first financial guidance. Shaping Wealth clients see investments in their human capital as core to their growth strategy. Brian’s three behavioral finance books have been published in 15 languages and one of them, The Geometry of Wealth, inspired his current venture. In 2024, Shaping Wealth was recognized by WealthManagement.com as the industry's most disruptive firm. Brian also worked for 20 years 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 is a member of the Economic Club of Chicago. Brian earned his doctorate at the University of Chicago and undergraduate degree at the University of Michigan.