NEMA REGION: NYC Local Group - How "Human" is Your Human Capital?
For more information and to RSVP, please visit the NYC Metro Local Group Community page.
Presentation Information:
As AI reshapes the advisory landscape, Brian Portnoy explores the growing importance of human skills – emotional intelligence, decision-making, change management, and storytelling. This session highlights how these capabilities help advisors deliver more meaningful, human-centered advice in an increasingly automated world.
Speaker:
Brian Portnoy, PhD, CFA, CEO, Founder
Shaping Wealth
Author and Founder of Shaping Wealth, Brian Portnoy, Ph.D., CFA, is an expert at simplifying the complex world of money. In his three books -- The Investor's Paradox, The Geometry of Wealth, and How I Invest My Money (edited with Josh Brown) -- he illustrates how to not only make better financial decisions but also figure out how money fits into a joyful life. Brian is the founder of Shaping Wealth, a financial wellness platform that works with individuals and organizations to make better money decisions. He has served as keynote speaker, seminar leader, and coach to thousands of investors on topics ranging from portfolio strategy to the connection between money and happiness. For more than two decades, Brian has worked in the hedge fund and mutual fund industries as portfolio manager and educator. He is a CFA Charter holder, earned his doctorate at the University of Chicago, and serves on the advisory board for the Alliance for Decision Education.