Brian Portnoy author photo
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Brian Portnoy

Brian Portnoy is a behavioral finance author and educator focused on the psychology of money, investing, and financial decision-making. He wrote The Investor’s Paradox and The Geometry of Wealth and co-edited How I Invest My Money. Founder of Shaping Wealth, he is known for multiple bestselling books on money and meaning.

传记与作者历程

Brian Portnoy’s career took shape at the intersection of academic inquiry and practical finance. He earned his undergraduate degree at the University of Michigan and later completed a Ph.D. at the University of Chicago, then built a long professional apprenticeship across research, strategy, portfolio, and education roles at firms including Morningstar, Mesirow, Chicago Equity Partners, and Virtus. Over more than two decades in the hedge fund and mutual fund worlds, he developed a reputation for translating complicated investment ideas into clearer, more usable frameworks. That experience became an early turning point: it pushed him toward the view that financial results are shaped not only by markets and products, but by expectations, behavior, and the stories people tell themselves about money. ((https://www.financialplanningassociation.org/meet-brian-portnoy))

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名言

quote
Wealthy is funded contentment
-Nasdaq Reads: The Geometry of Wealth
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If you can align your money with your purpose, you might find that “enough” is a pretty pleasant place to be
-Reuters: The magic of enough
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We want to expunge the words rational and irrational, and we want to replace them with normal
-Behavioral finance in wealth management
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Investing outside of a well-defined financial plan is speculation
-At the Money: Can You Have Too Much Money?
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Something called ‘behavior’ isn’t a planning tool and never was. It’s gravity, a force that’s everywhere and always
-Shaping Wealth Announces OCBO Program
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The tailwind for practical behavioral insights and tools in the wealth industry is global and it is strong
-Free Access to OCBO Advisor Engagement Platform
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Advisor success is built on impactful advisor-client interactions, and the right technology has the potential to drastically enhance the quality of those interactions
-Focal Partners With Shaping Wealth
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We’re thrilled about partnering with GAIA, particularly the global impact it will have on advisors, firms, and end-clients alike
-Shaping Wealth Announces Strategic Partnership with GAIA

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Progressive insights on psychology & finance
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Progressive insights on psychology & finance

The intersection of psychology and finance reveals how our minds influence our financial decisions, often in ways we don't recognize. This learning plan helps anyone seeking to improve their financial outcomes by understanding the psychological patterns behind money behaviors, making it especially valuable for investors, financial planners, and individuals looking to improve their relationship with money.

4 h 44 m4 章节
Money scripts and behavioral finance
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Money scripts and behavioral finance

This learning plan is essential for anyone who finds themselves repeating poor financial patterns despite knowing better. It bridges the gap between financial knowledge and actual behavior, making it ideal for investors, spenders, and professionals seeking to master their money mindset.

4 h 46 m4 章节
The Boring Path to Wealth
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The Boring Path to Wealth

This plan is designed for individuals seeking a reliable, evidence-based strategy for financial independence rather than high-risk speculation. It is ideal for beginners and long-term investors who want to master the fundamentals of passive investing and behavioral finance.

2 h4 章节
The Investor's Temperament
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The Investor's Temperament

Success in investing is often determined more by psychology than by spreadsheets. This plan is designed for individuals who want to master their emotions and understand the cognitive biases that lead to costly financial mistakes.

1 h 30 m3 章节
Wealth with Peace: Naval, Burkeman & Manson
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Wealth with Peace: Naval, Burkeman & Manson

This curriculum bridges the gap between financial independence and mental tranquility by blending modern entrepreneurship with timeless philosophy. It is designed for ambitious professionals who want to achieve high-level success without sacrificing their sanity or sense of purpose.

4 h 7 m5 章节
Personal finances
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Personal finances

This learning plan provides a complete roadmap from basic financial stability to advanced wealth creation. It is ideal for anyone looking to transition from reactive spending to strategic investing and long-term financial independence.

4 h 25 m4 章节
The Psychology of Premium Spending
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The Psychology of Premium Spending

This plan is essential for anyone looking to understand why they are drawn to high-end brands and how social status influences financial behavior. It is particularly beneficial for consumers seeking financial mindfulness and professionals in marketing or behavioral economics.

1 h 36 m4 章节
The Curious Investor's Playbook
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The Curious Investor's Playbook

This playbook is designed for individuals who want to move beyond basic saving and start building a multi-asset investment strategy. It provides a balanced foundation for anyone looking to master stocks, real estate, and digital assets while maintaining financial security.

1 h 24 m5 章节
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