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May 21 - 24, 2023
The Diplomat Beach ResortHollywood, Florida

Brian Portnoy
Founder at Shaping Wealth


Brian Portnoy, Ph.D., CFA, is an expert in the psychology of money. He is the founder of Shaping Wealth, a coaching and content platform inspiring financial wellbeing globally. Brian’s multiple bestselling books have been published in 8 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 earned his doctorate at the University of Chicago. Brian lives in Chicago with his wife, three kids, and a dog named Freddie.