Brian Portnoy
Finance author and educator
Brian Portnoy is a finance author and the founder of Shaping Wealth. His books look at how to make sound money decisions and fit money into a joyful life.
2 summaries 39 min of listening
About Brian Portnoy
Earlier in his career, Brian Portnoy worked for 20 years as a portfolio manager and educator in hedge funds and mutual funds. He is a Chartered Financial Analyst (CFA) charterholder with a doctorate from the University of Chicago, and he sits on the advisory board of the Alliance for Decision Education. The Investor's Paradox and The Geometry of Wealth sit alongside two volumes of How I Invest My Money in his body of work. Across them he explores better financial decisions and an idea he calls "funded contentment". Portnoy founded Shaping Wealth, an award-winning coaching and content platform for financial advisors and their clients. He also works as a keynote speaker and coach, and is based in Chicago.