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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.

Биография и Путь Автора

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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Цитаты

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
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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 Разделы
Money scripts and behavioral finance
ПЛАН ОБУЧЕНИЯ

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 Разделы
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 Разделы
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 Разделы
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.

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The Science of Financial Abundance
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The Science of Financial Abundance

This plan is essential for individuals who feel stuck despite their efforts, as it bridges the gap between psychological rewiring and practical financial execution. It is ideal for professionals and entrepreneurs looking to remove mental barriers and apply a scientific approach to achieving wealth.

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The Billionaire Mindset: From Frustration to Manifestation
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The Billionaire Mindset: From Frustration to Manifestation

This plan is designed for ambitious professionals feeling stuck in their current career trajectory. It bridges the gap between emotional intelligence and strategic execution, making it essential for anyone ready to transition from frustration to high-level success.

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The Psychology of Power
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The Psychology of Power

This course is essential for aspiring leaders and strategists who want to understand the deep-seated psychological drivers of influence. It provides a unique lens into how temperament and early experiences shape the world's most dominant figures.

2 h4 Разделы
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