S1: Conversation with Brian Portnoy, CFA, Founder & CEO, Shaping Wealth
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In this episode, Bill ponders the changing of the guard within the investment landscape – a generational shift among investment professionals, the emergence of a new investor, and the impending tremendous transfer of wealth to come. He is joined by Brian Portnoy, Founder and CEO of Shaping Wealth, and a leading expert on the psychology of money. Fascinating discussion on money, minds, and markets. Listen in!
S1: Conversation with Brian Portnoy, CFA, Founder & CEO, Shaping Wealth