Brian Portnoy CFA
About
Brian Portnoy CFA is from Greater Chicago Area. Brian is currently Founder at Shaping Wealth, located in Chicago, Illinois, United States. In Brian's previous role as a Portfolio Manager & Director of Research at Vestian Investment Management, Brian worked in until May 2012. Prior to joining Vestian Investment Management, Brian was a Head of Manager Research at Mesirow Financial and held the position of Head of Manager Research.
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Brian Portnoy CFA's current jobs
Shaping Wealth is a learning technology platform transforming the human experience of money. We combine science and story to show people how to underwrite a meaningful life. It’s what we call “funded contentment.”