Brian Portnoy, Ph.D., CFA

Company: Virtus Investment Partners

Areas of Expertise: Applied behavioral finance, wealth management, financial well-being/money and happiness and investment due diligence

Website: www.virtus.com

Twitter Feed: @brianportnoy

Books: “How I Invest My Money: Finance Experts Reveal How They Save, Spend, and Invest” (Harriman House, 2020),“The Geometry of Wealth: How to Shape a Life of Money and Meaning” (Harriman House, 2018), “The Investor’s Paradox: The Power of Simplicity in a World of Overwhelming Choice” (St. Martin’s Press, 2014)

Topics Presented in Speeches: Practical behavioral finance/behavioral investing, money and happiness, the future of financial advice, investment due diligence

Email: brian.portnoy@virtus.com

Biography:
Brian Portnoy, Ph.D., CFA, is an expert at simplifying the complex world of money. He is an investor, educator, writer and entrepreneur who has worked in the hedge fund and mutual fund industries for more than two decades. Portnoy is the founder of Shaping Wealth, an educational technology company dedicated to transforming the human experience of money. He has authored three bestselling books in the field of behavioral finance, “The Geometry of Wealth, How I Invest My Money,” and “The Investor’s Paradox.” He has delivered keynote addresses, workshops and private consultations across the world to thousands of individuals, advisers and institutions on topics ranging from applied behavioral finance to investment research. Portnoy serves on the advisory board of the Alliance for Decision Education, is a holder of the right to use the Chartered Financial Analyst (CFA) designation and earned his doctorate at the University of Chicago.