Brian Portnoy

Brian Portnoy, Ph.D., CFA, is an expert at simplifying the complex world of money. Throughout his four books -- The Investor's Paradox, The Geometry of Wealth, and two volumes of How I Invest My Money -- he illustrates how to not only make better financial decisions but also figure out how money fits into a joyful life, what he calls "funded contentment." Brian is the founder of Shaping Wealth, an award-winning coaching and content platform that engages financial advisors and their clients on how to achieve funded contentment. He is a keynote speaker and coach to thousands of investors around the world on topics ranging from the connection between money and happiness to how AI impacts the human condition. Previously, Brian worked for 20 years 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. Brian and his wife are Chicago-based empty nesters with three adult children and spend much of their newfound free time doting on Freddie, their seven-pound cavapoo.