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Brian Portnoy
Job title
Co-founder
Company/organization
Shaping Wealth
Wealth Think
About

Brian Portnoy is the co-founder of Shaping Wealth, a Chicago-based firm that educates and trains financial advisors, companies and investors on behavioral finance concepts. He has held senior investment and education roles in the hedge fund and mutual fund industries and earned a Ph.D. in International Political Economy at the University of Chicago. An expert on the psychology of money, he is the author of The Geometry of Wealth.

Areas of expertise
Practice and client managementRIAs
CONTRIBUTED STORIES
  • Wealth Think The mist of war: how to think about the banking crisis

    The more important an event, the more resistant it is to a simple, single, widely-accepted explanation

    March 23
    Brian Portnoy
    Brian Portnoy
    Shaping Wealth
Load More
CAN RIA GROWTH AND TRUE FIDUCIARY DUTY REALLY COEXIST?

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding advisory firms say the critics have a point.

FP_November-December_2024.jpg
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© 2025 Arizent. All rights reserved.
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