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RIA Edge West
October 7-9, 2024
Ritz-Carlton | Marina del Rey, CA

Brian Portnoy, CFA, Ph.D.
Founder at Shaping Wealth


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 & training platform for human-first financial guidance. Brian’s three behavioral finance books have been published in 14 languages and one of them, The Geometry of Wealth, inspired his current venture. He previously worked for nearly 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 undergrad degree at the University of Michigan.

Agenda Sessions

  • Augmented Humanity: How AI Amplifies the Human Element of Financial Advice