12/10/2020 - Brian Portnoy, PhD, CFA: Boston Security Analysts Society

CFA Society Alabama was thrilled to have Brian Portnoy speak on the topic of "Are we responsible for our clients' happiness?" on December 10th.

Event held: 12/10/2020 12:00 PM - 1:00 PM CST


Thank you to Brian for taking the time to speak with us!

Here is a short recap of our conversation with Brian:

Full video:


Brian Portnoy, PhD, CFA, helps people simplify the complex world of money. As the founder of Shaping Wealth, he works with advisors and their clients on both making better financial decisions and figuring out how money fits into a meaningful life. In his bestselling books, The Geometry of Wealth and The Investors Paradox, Brian sets out actionable insights for aligning purpose with planning.


As an expert in behavioral finance, he has served as keynote speaker, seminar leader, and coach to thousands of investors on topics ranging from portfolio strategy to money and happiness.


For two decades, Brian has held senior investment and education roles throughout the hedge fund and mutual fund industries, where he has worked as portfolio manager, analyst, and educator. He is an advocate for financial literacy and serves on the advisory board of the Alliance for Decision Education. Brian is a CFA Charterholder, holds an undergraduate degree from the University of Michigan and earned his doctorate at the University of Chicago.