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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
The New Approach to Mental Health

Workers are feeling the strain. Here's what employers need to know, and what they can do to help.

EBN_November-December_2024.jpg
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© 2026 Arizent. All rights reserved.
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© 2026 Arizent. All rights reserved.