Brian Portnoy - Underwriting Well Being

Brian is the founder of Shaping Wealth and author of two books, The Investor's Paradox and The Geometry of Wealth. We spoke about the connections between wealth and happiness, and the myriad complications that distract people from what really matters.

On our journey we touched on the importance of setting constructive expectations, how to navigate the relative nature of happiness, how the human brain interfaces with social media and markets, and how the advisor role is extending in the direction of holistic financial wellness.

Brian's diverse background in manager selection, fund management, and investor education gives him a unique perspective on how humans connect with money and each other.