May 19, 2022
E9. The Art and Science of Financial Well-being Ft. Brian Portnoy of Shaping Wealth
Play • 42 min

How does an investment researcher go on to start a technology platform that teaches advisors and investors how to underwrite a meaningful life? Find out in our latest episode of CXO featuring Brian Portnoy, Founder of Shaping Wealth. 

Hear Brian’s reflections on: 

  • Inspiring financial wellbeing through story and science.
  • The role of financial education for investors.
  • What it means to have funded contentment.
  • Flipping the inherited advisor script.
  • Is the hedge fund industry heading for a regime change?
  • The pandemic’s effect on investment attitudes 

Follow Brian Portnoy: LinkedIn, Twitter
Follow Shaping Wealth: LinkedIn, Twitter, Web
Follow CAIS: LinkedIn, Twitter, Facebook

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