
Founding a successful company is one thing. Changing advisors’ lives with timeless wisdom on a life well lived is quite another. Brian Portnoy, CFA gets to the core of WHY he does the work he does in ep 3.
July 18, 2024
Categories:The Crux


Founding a successful company is one thing. Changing advisors’ lives with timeless wisdom on a life well lived is quite another. Brian Portnoy, CFA gets to the core of WHY he does the work he does in ep 3.