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.

Biografia e Percorso dell'Autore

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))

Mostra Di Più

Citazioni

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
quote
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
quote
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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