Brian Portnoy, CFA, PhD  |  Founder

Brian is one of the world’s leading experts on the psychology of money.  He has written multiple bestselling books, including The Geometry of Wealth, and has 20+ years of experience as investor and educator in the hedge fund and mutual fund industries.  He is a CFA Charterholder and earned a PhD at the University of Chicago. 

Joy Lere, PsyD  |  Co-Founder

Joy is a licensed clinical psychologist and an expert in human behavior.  She has held research and clinical positions at Penn Medicine Princeton Health, Children's National Medical Center, and the Department of Defense and has served as an Assistant Clinical Professor in Clinical Psychology at George Washington University. She earned her PsyD at George Washington University.

Neil Bage  |  Co-Founder

Neil is an expert at bridging complex behavioral science with practical, tech-enabled application. He has served as a Chief Behavioral Officer for a UK-based financial planning firm and was the founder of an award-winning behavioral technology business. He has presented to thousands of business professionals around the world on human evolution, human biology, and behavioral psychology.  

Benjamin Happ, CFA  |  Co-Founder

Ben is an expert in marketing, client relationships, investing, and social psychology. His career in investment banking and investment management has taken him to every continent except Antarctica. He is a CFA Charterholder and earned an MA in Psychology at the University of California, Berkeley. 

Nandan Shah, JD  |  Co-Founder

Nandan brings a wealth of experience in private wealth management, venture capital, risk management, investing, business operations and law.  He earned a JD at the UIC John Marshall School of Law.