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.
Jordon Hutchison
Head of Product
Jordan is an industry expert in the financial technology and financial planning profession. He has held various executive leadership and academic teaching roles in the financial services industry. In these roles, Jordan managed enterprise relationships, led product strategy, and coached advisors. He has multiple industry certifications, a Masters’s in Financial Planning and Counseling, and is in the final stages of completing his Doctorate in behavioral science, specifically in positive psychology.