EP 84: Berknell Townhall - Funded Contentment in the Age of COVID with Brian Portnoy

Our first guest in the Berknell Townhall Series, Brian Portnoy, Ph.d, CFA, is an expert at simplifying the complex world of money. He is an investor, educator, writer, and entrepreneur. As the Founder of Shaping Wealth, Brian speaks on and coaches financial wellness throughout the US, Europe, and Asia. In his two books, The Investors Paradox and The Geometry of Wealth, he tackles the challenges of not only making better investment decisions but also how money figures into a joyful life. Brian has worked in the hedge fund and mutual fund industries for more than two decades. He is a CFA charter holder and earned his doctorate at the University of Chicago.