Brian Portnoy

Brian Portnoy is an American financial expert, behavioral finance author, and founder of Shaping Wealth, a coaching platform focused on financial wellness and decision-making. Holding a Ph.D. from the University of Chicago and a CFA designation, Portnoy spent over two decades as an investor and hedge fund analyst on Wall Street.

Recognizing that financial success depends more on human psychology and mindset than technical formulas, Portnoy dedicated his career to simplifying wealth management and behavioral finance for everyday investors and financial advisors.

He is the author of several highly acclaimed books, including The Geometry of Wealth: How to Shape a Life of Money and Meaning and The Pitch the Billion Dollar Baby. Portnoy’s work emphasizes that true wealth is not merely numerical accumulation, but rather ‘funded contentment’ aligned with personal values.