Brian Portnoy

CFA, PhD, Founder, Shaping Wealth 

Session: The notion of “human-centric” or “human-first” financial advice has quickly shifted from barely-mentioned to seemingly omnipresent. An important movement of engaging clients through diciplines such as behavioural finance, positive pyschology, and emotional intelligence is emerging. Join Brian as he shares an original, shareable, and scalable framework for organizing and illuminating the six core elements of human behaviour. You can use this framework to empower your business growth, team building and client engagement.

Bio: Brian is one of the world’s leading experts on the psychology of money. He has written multiple bestselling books, including The Geometry of Wealth, and has 20+ years of experience as investor and educator in the hedge fund and mutual fund industries. He is a CFA Charterholder and earned a PhD at the University of Chicago.