Help  |  Pay an Invoice  |  My Account  |  CPE Log  |  Log in


20CF-EPFP: MNCPA Estate & Personal Financial Planning Conference

June 16-17, 2020  -  Brooklyn Center, MN

Register

Brian Portnoy, Ph.D., CFA
NorthCenter Ventures LLC

Brian Portnoy Brian Portnoy, Ph.D., CFA, director of investment education at Virtus Investment Partners, Inc., leads the firm’s educational initiatives on smart investing and behavioral finance. He has worked in the hedge fund and mutual fund industries for 17 years, holding roles at Chicago Equity Partners, Mesirow Financial and Morningstar. Portnoy is the author of “The Investor’s Paradox: The Power of Simplicity in a World of Overwhelming Choice” and speaks to audiences around the globe about investing and decision-making.



Conference sessions led by Brian Portnoy

Date Course
June 16-17, 2020 20CF-EPFP: MNCPA Estate & Personal Financial Planning Conference
view cart

Search CPE catalog

Event code
Keyword

Advanced search
View all CPE programs

Conference management team

Lynn Kletscher
Director of Education
952-885-5513

Deb Griffith
Conference Coordinator
952-885-5509

Leslie Mueller
Exhibitors & Sponsors
952-885-5520

Conference sponsorships

Reach CPAs by becoming a sponsor
Strengthen your brand recognition with a targeted buyer group – CPAs and accounting professionals. You'll interact one-on-one with informed, affluent customers.