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Transforming the Human Experience of Money with Brian Portnoy, CFA and Founder of Shaping Wealth

The Active Advisor Podcast (Episode 15)

In this episode of The Active Advisor, host Bryan Moore, ETF and Capital Markets Expert at Harbor Capital, is joined by Brian Portnoy, CFA and Founder of Shaping Wealth, a learning technology platform transforming the human experience of money. Brian Portnoy, Ph.D., CFA, is an expert in the psychology of money.

Join us as we discuss the following topics:

  • The difference between being rich and wealthy
  • Holistic wellbeing vs. portfolio outperformance
  • The only two questions that matter in client conversations
  • How to adapt to the evolution of changing advisor - client relationships
  • Building human-centric wealth cultures
  • Emotional intelligence and why it matters

Brian Portnoy, Ph.D., CFA, is an expert in the psychology of money. He is the founder of Shaping Wealth, an applied behavioral finance coaching and content platform serving the global wealth and investment industries. Brian’s multiple bestselling books have been published in 9 languages, and one of them, The Geometry of Wealth, inspired his current venture. He previously worked for nearly 20 years in the hedge fund and mutual fund industries as an investor, researcher, and educator. He serves on the ambassador’s council of the Alliance for Decision Education, is a CFA Charterholder, and is a member of the Economic Club of Chicago.


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