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.
Hal Hershfield
Advisory Council Member
Hal Hershfield is a professor of marketing, behavioral decision-making, and psychology at UCLA’s Anderson School of Management, where he has won numerous awards for his teaching and research. His research on future selves has received widespread attention in outlets such as NPR, the New York Times, the Wall Street Journal, the Boston Globe, the Washington Post, and The Atlantic. Hershfield's research has been published in prestigious business, psychology, and general science academic journals, as well as in the Harvard Business Review, Scientific American, and Psychology Today.