Brian Portnoy, PhD, CFA
Founder & CEO
Brian Portnoy, PhD, CFA is the Founder and CEO of Shaping Wealth and a global expert on the psychology of money. He is the author of three behavioral finance books published in 15 languages, including the bestseller The Geometry of Wealth. Brian spent more than 20 years in the hedge fund and mutual fund industries and earned his PhD from the University of Chicago.
Joy Lere, PsyD
Co-Founder & Licensed Clinical Psychologist
Joy Lere, Psy.D., is a licensed clinical psychologist and co-founder of Shaping Wealth, the global wealth industry’s premier learning and development platform. She practices at the intersection of psychology and business, equipping individuals and teams with tools and insights to unlock their full potential. Her approach integrates psychological insights with practical strategies for improving communication, building trust, and fostering a human-centric culture. By promoting self-awareness and empathy, Dr. Lere helps clients navigate challenges, embrace change, and optimize their performance.
Neil Bage
Co-Founder
Neil Bage, Co-Founder of Shaping Wealth, bridges behavioral science with practical, technology-enabled application for financial professionals. He served as Chief Behavioral Officer for a UK-based financial planning firm and founded an award-winning behavioral technology company. He has presented globally on human evolution and behavioral psychology.
Meghaan Lurtz, Ph.D.
L&D Specialist
Meghaan Lurtz, Ph.D., is a global expert on the psychology of financial planning and the intersection of money and wellbeing. She is a Professor of Practice at Kansas State University and a lecturer at Columbia University, where she teaches Financial Psychology. Meghaan serves on multiple fintech boards and is an active contributor to the Kitces platform, writing on financial psychology and advisor-client dynamics.
Tyler Weir
Chief Technology Officer
Tyler Weir is CTO at Shaping Wealth, where he leads platform architecture and AI orchestration for Compass and Lydia. He brings over 20 years of engineering and CTO experience across global technology companies, including IBM and venture backed startups. Tyler specializes in building scalable infrastructure, developing AI driven systems, and translating product vision into reliable, high performing platforms that support Shaping Wealth’s next generation advisor tools.
Corey Westphal
Chief Revenue Officer
Corey Westphal is Chief Revenue Officer at Shaping Wealth, where he leads go-to-market strategy, partnerships, and business development for Compass and Lydia. A two-time founder with successful exits, he brings more than 26 years of experience building and scaling technology companies, including over 15 years focused on advisor-facing fintech. Corey specializes in turning complex wealth management workflows into simple, adoptable products that drive advisor growth and client engagement.
Riz Mahmood
Project Manager
Rizwan “Riz” Mahmood leads product, operations, and go-to-market execution at Shaping Wealth, building scalable systems and workflows that support product adoption and growth. He previously held operational leadership roles at Bolt and Careem, driving marketplace performance and expansion across global markets. Riz specializes in product operations, GTM strategy, and lean systems design.
Heidi Fuller
Chief of Staff
Heidi Fuller leads operations and strategic execution at Shaping Wealth, aligning internal systems, operation workflows, and business infrastructure to support scalable growth. With more than 20 years of experience in operations, she specializes in building structured, repeatable processes that help teams execute with clarity and consistency.
Jason Pereira
Advisory Board Member
Jason Pereira, MBA, CFA, CFP (Can & US), RFP, TEP is a Partner and Financial Planner at Woodgate Financial in Toronto, where he advises clients on complex planning, portfolio strategy, and cross-border wealth management. He is a founding President of the Financial Planning Association of Canada and has held leadership and governance roles with IIROC, FP Canada, FPSB, CIRO, and the CFA Institute. Jason has recorded more than 500 podcasts on financial planning and fintech, written regulatory commentaries, and frequently contributes to national media, including serving on the advisory board of The Globe and Mail’s Globe Advisor.
Samatha Russell
Advisory Council Member
Samantha Russell is Chief Evangelist at FMG and a leading authority on digital marketing for financial advisors. She has helped hundreds of firms modernize their marketing and was part of the founding team at Twenty Over Ten. Samantha has reached more than 10,000 financial professionals through her presentations and was named to InvestmentNews 40 Under 40 and WealthManagement.com’s “10 to Watch.”
Hal Hershfield
Advisory Council Member
Hal Hershfield, PhD is a Professor of Marketing, Behavioral Decision Making, and Psychology at UCLA Anderson, where he studies how people can improve long-term financial decisions. His research bridges psychology and economics and is published in leading academic journals. He has consulted with major financial services firms and contributes to outlets including The New York Times, Harvard Business Review, and The Wall Street Journal. He is the author of Your Future Self and earned his PhD in psychology from Stanford University.