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Daniel Crosby, PhD

Chief Behavioral Officer, Orion Advisor Solutions

Masterclass 4: The Psychology of Concentrated Wealth

In this engaging and practical webinar, New York Times bestselling author Dr. Daniel Crosby will cover the opportunities, risks, and psychological pitfalls of concentrated wealth. By better understanding the four specific types of biased thinking that can impact decision-making, participants become armed with tools to make clear-eyed decisions.


Daniel Crosby, PhD, is chief behavioral officer at Orion Advisor Solutions. He is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. He is a co-author of a New York Times best-selling book, Personal Benchmark: Integrating Behavioral Finance and Investment Management. He also constructed the “Irrationality Index,” a sentiment measure that gauges greed and fear in the marketplace from month to month. His ideas have appeared in the Huffington Post and Risk Management Magazine, as well as his monthly columns for and Investment News. Crosby was named one of the “12 Thinkers to Watch” by and a “Financial Blogger You Should Be Reading” by AARP. He earned BS and PhD degrees in psychology from Brigham Young University.