Brian Portnoy author photo
Image via 위키미디어 공용, 라이선스 CC BY-SA 2.0.

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.

전기 및 작가의 여정

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))

더 보기

명언

quote
Wealthy is funded contentment
-Nasdaq Reads: The Geometry of Wealth
quote
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
quote
Investing outside of a well-defined financial plan is speculation
-At the Money: Can You Have Too Much Money?
quote
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
quote
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
quote
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

더 알아보기

Progressive insights on psychology & finance
학습 계획

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 섹션
Invest, Personal Finance & Psychology basics
학습 계획

Invest, Personal Finance & Psychology basics

This plan bridges the gap between technical financial skills and the psychological factors that drive wealth creation. It is ideal for individuals seeking to master both market mechanics and the behavioral discipline required for long-term prosperity.

4 h 55 m4 섹션
The Behavioral Path to Investing
학습 계획

The Behavioral Path to Investing

This plan is designed for individuals who struggle with financial consistency and want to bridge the gap between earning and investing. It combines behavioral psychology with fundamental financial math to help you build a resilient wealth-building engine.

1 h 36 m4 섹션
Study Finance, Behavior & Memoirs
학습 계획

Study Finance, Behavior & Memoirs

This plan bridges the gap between technical financial literacy and the psychological factors that drive market success. It is ideal for aspiring investors who want to master both the mechanics of wealth building and the behavioral discipline required to sustain it.

5 h 25 m4 섹션
The Biology of Financial Choice
학습 계획

The Biology of Financial Choice

Traditional finance assumes we are rational, but our biology often dictates otherwise. This plan is essential for investors and professionals looking to master the psychological and physiological drivers behind market behavior.

1 h 24 m3 섹션
Finance, Investing, Growth & Psychology
학습 계획

Finance, Investing, Growth & Psychology

This learning plan bridges the gap between technical financial skills and the psychological discipline required to maintain them. It is ideal for aspiring investors and entrepreneurs who want to master both the mechanics of wealth building and the behavioral science of money.

4 h 46 m4 섹션
Psychology, Habits & Investing Growth
학습 계획

Psychology, Habits & Investing Growth

Financial success is often determined more by behavioral control than technical knowledge. This plan is designed for individuals who want to bridge the gap between psychological self-awareness and practical investment mastery to build lasting wealth.

3 h 45 m4 섹션
Invest, Neuroscience & Habit Mastery
학습 계획

Invest, Neuroscience & Habit Mastery

This multidisciplinary plan bridges the gap between financial literacy and the biological drivers of human behavior. It is designed for investors and professionals who want to master their internal psychology to achieve superior external financial results.

4 h 25 m4 섹션
이 페이지에 대한 자주 묻는 질문

샌프란시스코에서 컬럼비아 대학교 동문들이 만들었습니다

BeFreed는 1,000,000 호기심 넘치는 글로벌 커뮤니티를 하나로 연결합니다

"Instead of endless scrolling, I just hit play on BeFreed. It saves me so much time."

@Moemenn
platform
star
star
star
star
star

"I never knew where to start with nonfiction—BeFreed’s book lists turned into podcasts gave me a clear path."

@Chloe, Solo founder, LA
platform
comments
12
likes
117

"Perfect balance between learning and entertainment. Finished ‘Thinking, Fast and Slow’ on my commute this week."

@Raaaaaachelw
platform
star
star
star
star
star

"Crazy how much I learned while walking the dog. BeFreed = small habits → big gains."

@Matt, YC alum
platform
comments
12
likes
108

"Reading used to feel like a chore. Now it’s just part of my lifestyle."

@Erin, Investment Banking Associate , NYC
platform
comments
254
likes
17

"Feels effortless compared to reading. I’ve finished 6 books this month already."

@djmikemoore
platform
star
star
star
star
star

"BeFreed turned my guilty doomscrolling into something that feels productive and inspiring."

@Pitiful
platform
comments
96
likes
4.5K

"BeFreed turned my commute into learning time. 20-min podcasts are perfect for finishing books I never had time for."

@SofiaP
platform
star
star
star
star
star

"BeFreed replaced my podcast queue. Imagine Spotify for books — that’s it. 🙌"

@Jaded_Falcon
platform
comments
201
thumbsUp
16

"It is great for me to learn something from the book without reading it."

@OojasSalunke
platform
star
star
star
star
star

"The themed book list podcasts help me connect ideas across authors—like a guided audio journey."

@Leo, Law Student, UPenn
platform
comments
37
likes
483

"Makes me feel smarter every time before going to work"

@Cashflowbubu
platform
star
star
star
star
star

"Instead of endless scrolling, I just hit play on BeFreed. It saves me so much time."

@Moemenn
platform
star
star
star
star
star

"I never knew where to start with nonfiction—BeFreed’s book lists turned into podcasts gave me a clear path."

@Chloe, Solo founder, LA
platform
comments
12
likes
117

"Perfect balance between learning and entertainment. Finished ‘Thinking, Fast and Slow’ on my commute this week."

@Raaaaaachelw
platform
star
star
star
star
star

"Crazy how much I learned while walking the dog. BeFreed = small habits → big gains."

@Matt, YC alum
platform
comments
12
likes
108

"Reading used to feel like a chore. Now it’s just part of my lifestyle."

@Erin, Investment Banking Associate , NYC
platform
comments
254
likes
17

"Feels effortless compared to reading. I’ve finished 6 books this month already."

@djmikemoore
platform
star
star
star
star
star

"BeFreed turned my guilty doomscrolling into something that feels productive and inspiring."

@Pitiful
platform
comments
96
likes
4.5K

"BeFreed turned my commute into learning time. 20-min podcasts are perfect for finishing books I never had time for."

@SofiaP
platform
star
star
star
star
star

"BeFreed replaced my podcast queue. Imagine Spotify for books — that’s it. 🙌"

@Jaded_Falcon
platform
comments
201
thumbsUp
16

"It is great for me to learn something from the book without reading it."

@OojasSalunke
platform
star
star
star
star
star

"The themed book list podcasts help me connect ideas across authors—like a guided audio journey."

@Leo, Law Student, UPenn
platform
comments
37
likes
483

"Makes me feel smarter every time before going to work"

@Cashflowbubu
platform
star
star
star
star
star

"Instead of endless scrolling, I just hit play on BeFreed. It saves me so much time."

@Moemenn
platform
star
star
star
star
star

"I never knew where to start with nonfiction—BeFreed’s book lists turned into podcasts gave me a clear path."

@Chloe, Solo founder, LA
platform
comments
12
likes
117

"Perfect balance between learning and entertainment. Finished ‘Thinking, Fast and Slow’ on my commute this week."

@Raaaaaachelw
platform
star
star
star
star
star

"Crazy how much I learned while walking the dog. BeFreed = small habits → big gains."

@Matt, YC alum
platform
comments
12
likes
108

"Reading used to feel like a chore. Now it’s just part of my lifestyle."

@Erin, Investment Banking Associate , NYC
platform
comments
254
likes
17

"Feels effortless compared to reading. I’ve finished 6 books this month already."

@djmikemoore
platform
star
star
star
star
star

"BeFreed turned my guilty doomscrolling into something that feels productive and inspiring."

@Pitiful
platform
comments
96
likes
4.5K

"BeFreed turned my commute into learning time. 20-min podcasts are perfect for finishing books I never had time for."

@SofiaP
platform
star
star
star
star
star

"BeFreed replaced my podcast queue. Imagine Spotify for books — that’s it. 🙌"

@Jaded_Falcon
platform
comments
201
thumbsUp
16

"It is great for me to learn something from the book without reading it."

@OojasSalunke
platform
star
star
star
star
star

"The themed book list podcasts help me connect ideas across authors—like a guided audio journey."

@Leo, Law Student, UPenn
platform
comments
37
likes
483

"Makes me feel smarter every time before going to work"

@Cashflowbubu
platform
star
star
star
star
star
1.5K Ratings4.7
지금 바로 학습 여정을 시작하세요