Brian Portnoy, Ph.D., CFA,

Founder, Shaping Wealth

Brian Portnoy, Ph.D., CFA, is an entrepreneur, writer, and expert in the psychology of money and financial planning. He is the founder of Shaping Wealth, the global wealth industry's premier learning & engagement platform for human-first financial guidance. In 2024, WealthManagement.com recognized Shaping Wealth as the financial advice industry's most disruptive firm. Brian’s three behavioral finance books have been published in 15 languages and one of them, The Geometry of Wealth: How to Shape of Life of Money and Meaning, inspired his current venture. Brian previously 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.