Back to Behavioral Advisor Forum

Brian Portnoy, CFA® 

Founder, Shaping Wealth

Brian is the founder of Shaping Wealth, a financial wellness company which works with advisors, companies, and families on making better financial decisions. In his two bestselling books, The Geometry of Wealth and The Investors Paradox, Brian sets out actionable insights for aligning purpose with planning. He has served as keynote speaker, seminar leader, and coach to thousands of investors on topics ranging from portfolio strategy to investment selection to the connection between money and happiness.

For two decades, Brian held senior investment and education roles throughout the hedge fund and mutual fund industries. He is active in the field of youth financial literacy and is on the advisory board of the Alliance for Decision Education. Brian is a CFA Charterholder, holds an undergraduate degree from the University of Michigan and earned his doctorate at the University of Chicago.

Money, Happiness, and the Future of Wealth Management

Wealth management is evolving from a product to service to experience-focused industry. As part of that transformation, "goals-based wealth management" has become a catch-all phrase which means different things to different people. A critical element of this transformation is answering how money fits into a fulfilled life. Money isn’t just a means of exchange, it’s also an emotional scorecard, a central part of life’s’ journey. Does money make us happy? Leveraging the most recent research in social psychology and neuroscience, Brian and his team offer an answer. In so doing, they set the groundwork for a path to better life outcomes (ones which distinguish between being “rich” and being “wealthy") and glance the future of the financial advice.

Behavioral Advisor Forum