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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.

Happy Tomorrow: Time Travel and the Problem of Goals

Taking behavioral science seriously means taking time seriously. Those embracing the behavioral revolution in financial advice should understand the human superpower to think back and forth through time—and the role played by money as an unwieldy time machine. Helping clients achieve their goals seems like an obvious mission in a broader effort at wellbeing. But an exploration of time’s influence on goals, purpose, and decision-making reveals a vast opportunity for better helping your clients while also fortifying your practice.

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