Behavioral Finance Experts 2025

Vignesh Coumarane is the founder of InvestEd (the-invested.com) and author of the Financial Decision Intelligence Framework — a simulation-native architecture that lets anyone model financial decisions before committing, without surrendering bank credentials or personal data. He serves as Manager of Data Analytics at Lincare (a Linde Company), with over a decade of experience across finance, healthcare, and AI-driven analytics. A 4x LinkedIn Top Voice and Times Square Top Data 100 honoree, he writes the Before You Invest newsletter on structured thinking for financial decisions in an AI world.

I am the Founder of Bountisphere, a personal money management platform designed to help Americans regain control of their money. My background is unique in Fintech: I hold a PhD in Classical Studies and have years of experience in AI and Behavioral Science. I realized that traditional budgeting apps fail because they ignore human psychology. That is why I built Bountisphere to turn the tangle of everyday money management into a simple Money Calendar. We combine behavioral insights with AI-powered coaching to help users stop looking backward at their expenses and start forecasting their future daily balances. Prior to Bountisphere: I was the inaugural COO at Memre.ai, bringing advanced learning algorithms to market. I served as Founding Editor of Westbrae Literary Group. I am available to comment on: The psychological shift from "Tracking" to "Forecasting." Why "Financial Peace of Mind" requires visualizing the future, not just budgeting the present. How AI is changing personal finance for Americans.

Dr. Trillion Small is a licensed mental health clinician, mental performance coach, and behavioral finance consultant with over 12 years of experience helping corporations, executives, and high-performance professionals close the gap between human behavior and business outcomes. As founder of Trillion Institute, she works with C-suite leaders, professional athletes, Olympians, and ETA searchers on cognitive performance, organizational resilience, and leadership development under pressure. She holds a PhD in clinical counseling and a Global Executive MBA from Duke University. She is a TEDx founder and international TEDx speaker. Dr. Small advises organizations on behavioral finance, psychological safety architecture, and cross-cultural leadership with an expanding practice focused on U.S.-Africa executive markets.

I am a U.S.-focused finance professional with over 10 years of experience in investment analysis, personal finance strategy, and accounting. I founded FinanceIdeas.org, where I publish real-world guides that help individuals and families solve complex financial problems; from retirement anxiety to market panic. My background blends academia, corporate finance, and consulting. I have served as a lecturer in accounting and as a financial analyst supporting strategic decisions in the investment sector. Today, I share my research-backed financial strategies in global media outlets and academic platforms like SSRN and ResearchGate. I specialize in topics such as investment psychology, risk-adjusted portfolio strategies, crypto investing, and behavior-driven financial planning. My goal is to translate timeless financial wisdom into actionable steps anyone can use to build long-term wealth. Need expert insights on crypto, investing, Accounting or financial panic-proofing? Contact me via FinanceIdeas.org or just e-mail me directly at kumartaposbanarjee@gmail.com

Nick is a fee-only financial planner and founder of ClearMind Capital, where he works with individuals and families navigating major life and financial transitions. He has spent 8+ years in the financial planning profession, advising clients on retirement planning, tax strategy, investment design, and long-term decision-making. Nick earned the CERTIFIED FINANCIAL PLANNER™ designation in April 2023 and also holds the ChFC® and CLU® designations. He is a founding member of the Integrative Wealth Advisor (IWA®) designation, a newly launched professional standard focused on aligning financial planning with broader life priorities and well-being. He is frequently sought out for his ability to explain nuanced financial topics...such as retirement readiness, Social Security planning, portfolio construction, and the behavioral side of money—in a way that is clear, grounded, and accessible. Nick brings real-world context and thoughtful perspective to personal finance, making him a trusted resource for journalists seeking clarity, insight, and meaningful analysis.

Giselle Baumet is a Behavioral Scientist and doctoral researcher in Applied Psychological Science specializing in applied neuroscience. Her research examines the behavioral and neural patterns that influence consistent income growth, with a focus on why some entrepreneurs continue to grow while others remain stuck despite having similar knowledge and opportunities. Drawing from nearly two decades of studying human behavior, nervous system regulation, and decision-making, Giselle connects neuroscience with practical business application. Her work explores how identity, self-regulation, and behavior shape performance, income growth, and long-term business success. She writes and speaks on entrepreneurship, decision-making, neurodiversity, performance, and the behavioral science behind sustainable success.

I'm Dr. Sydney Ceruto, a neuroscientist and author, Founder and CEO of MindLAB Neuroscience, and the pioneer of Real-Time Neuroplasticity™. Real-Time Neuroplasticity™ is a protocol built on one neuroscientific fact: the brain restructures itself while a pattern is actively firing, not while you talk about it afterward. Traditional coaching and therapy discuss the moment after it has passed, once the window for change has closed. My protocol intervenes inside that live window, the crisis, the decision point, the relational flashpoint, when the brain is biologically primed for permanent rewiring. It reaches the source instead of managing the symptom, which is why it works when other approaches stall. I work with a select roster of people carrying high-stakes decisions and demanding responsibilities across every domain of their lives, who have hit a ceiling that effort and insight alone cannot break through. I hold a PhD in Behavioral & Cognitive Neuroscience from NYU and master's degrees in Clinical and Business Psychology from Yale, and I lecture in the Wharton Executive Development Program at the University of Pennsylvania. I'm the author of The Dopamine Code and The Dopamine Code Workbook (Simon & Schuster, 2026), and Rewire for Resilience (MindLAB Press). Topics I can speak on: - The neuroscience of dopamine, motivation, and reward - The brain science of trauma and how the brain stores and rewires it - The neuroscience of depression, anxiety, and burnout - Addiction and the dopamine reward system - The brain basis of mood and behavioral disorders - The neuroscience of relationships and emotional connection - Emotional intelligence and emotional regulation under pressure - Why behavior change and habits actually succeed or fail in the brain - Decision-making and performance in high-stakes moments - Neuroplasticity: what is real, what is myth, and what permanent change requires - How driven people break patterns that logic and willpower cannot Available for interviews, expert commentary, and article contributions across neuroscience, behavior, and mental health.

Dr Leanne Elich is an unshakeable optimist. Described as “a visionary thinker with a rare intellect,” Leanne has devoted her professional life to helping advance a vision of the world. She is fascinated by the people and organisations that make the greatest and longest-lasting impact. Her work has uncovered remarkable patterns in how people think, behave, and communicate in the environments in which they operate at their best. Dr Leanne Elich is an award-winning Neuroscientist and Behavioural Economist, and a sought-after expert in psychology and neuroscience applied to business and high-performance teams. She is the CEO of Leanne Elich Consulting, an advisory firm that works with individuals, teams, and organisations, specialising in teaching tools, tactics, and strategies to ethically influence consumer behaviour. With a PhD in Cognitive Neuropsychology and an extensive publication record, Leanne was awarded the 2023 Top 20 Women in Business and the 2024 Women in Impact Award, and was inducted into Forbes Women Australia. She is a graduate of the University of Sydney, Harvard Business School, and Harvard Medical School. Leanne’s unconventional and innovative views on business and leadership have attracted international attention. She regularly contributes to national and international media outlets, including ABC Radio, Sydney Morning Herald and Psychology Today. Her mission: Changing business, one brain at a time.

Hamid Salehi founded Arcanomy, a personal finance site focused on the psychology behind how people actually handle money. He holds an MBA from UCLA Anderson and a Ph.D. from the University of Waterloo, with 18 years of work across fintech, semiconductors, data centers, and startups. He writes about personal finance, behavioral money habits, FIRE and financial independence, investing and retirement planning, fintech, AI in personal finance, and why standard money advice so often fails in practice. For him, money shows up as identity, fear, ambition, and habit. Arcanomy is where he works that out in public.

Patrick Höfliger is the founder and CEO of a Swiss AI company applying advanced artificial intelligence to private-equity, M&A, and other high-stakes investment decisions. With more than ten years in investment banking and private equity, he brings first-hand experience from roles that demand trust, rigor, and accountability. He focuses on how AI is reshaping decision-making in finance beyond automation, emphasizing explainability, traceability, and reliability. Patrick is a frequent speaker and sparring partner on the real-world limits and risks of generative AI in professional settings. He is available to comment on AI, investing, and the future of automating complex decision-making.

I have over 20 years of experience helping successful families navigate the ever changing field of financial planning. New laws, new fads, and new "rules of thumb" are always coming out. My goal is always to help my clients sift through the noise and focus on the things they can control. I have always believed there are two E's of investing, economics and emotion. Handling both in a proactive, deliberate manner helps my clients to keep perspective of what is important on their financial journey

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Harvard-trained I/O Psychologist and Assessor, 3X Founder helping leaders in VC/PE funds and in their Portfolio Companies (PortCos) elevate their leadership impact. I provide psychological insights to leadership effectiveness, give behavioral insights to drive top performance, and bring clarity to investment decisions.

Dr. Paul Rohde is a behavioral scientist and executive coach working at the intersection of human flourishing and frontier technology. Over the past decade, he has coached founders, researchers, and executives—including people building and governing advanced AI at labs such as OpenAI, Anthropic, and Google DeepMind. His doctoral research at the London School of Economics developed Behavior Change Literacy: the idea that lasting change is a literacy you build over time, not a willpower contest you win once. He is the founder of Flourishing Humanity Corporation, which builds evidence-based tools for data-driven personal growth, and his research has appeared in peer-reviewed journals. Story angles I can speak to: • What it takes to land a job at the AI frontier—and what it takes to keep it. The psychology of getting hired at a top lab, and the very different challenge of not burning out once the stakes feel existential. • The hidden weight of building AI: what high-stakes work on compressed timelines does to the people carrying it, and what helps. • Why the people aligning AI have to align themselves first: the reflexive problem at the heart of AI safety. • Behavior change as a literacy, not a willpower contest: why most change efforts fail, and what the science actually supports. • An unlikely path: from supermarket cashier in Germany to LSE PhD to coaching leaders at the center of the AI race in San Francisco.

Baruch Mann is an independent financial expert and commentator focused on consumer finance, investing, and personal wealth decision-making. He specializes in analyzing banking products, credit cards, investment platforms, and alternative assets, helping consumers understand costs, risks, and long-term trade-offs before making financial decisions. With years of hands-on experience reviewing financial products and market offerings, Baruch is known for breaking down complex financial topics into clear, practical insights grounded in real use cases and data. His work emphasizes transparency, fair comparisons, and consumer-first analysis rather than promotional narratives.

Jere Salmisto is the founder of CalcFi, a free personal-finance calculator platform where every formula traces to a primary public source — IRS publications, Federal Reserve series, Treasury tables, Bureau of Labor Statistics, CFPB, and HUD. He also runs Autonomatica, a studio building quantitative-automation systems, backtesting pipelines and rule-based decision tools. Before CalcFi he was CEO at Topair Nordic (industrial sales and operations) and led B2B commercial execution across multiple companies. That operator background shapes how he writes about finance: numbers must reproduce by hand, sources are cited on the page, and tools are free forever. Available for commentary on consumer finance, paycheck/tax/mortgage math, retirement planning, systematic trading logic, finance-tool usability, and anything business and motivation-related. Independent researcher (ORCID 0009-0000-0916-8684). Curator of CalcFi Open Data — 34 free CC-BY-4.0 financial and macro time series mirrored daily from FRED, BLS, BEA, US Treasury, FDIC, EIA, World Bank, and CoinGecko. Archived with permanent DOIs at Figshare (10.6084/m9.figshare.32332290), Zenodo (CERN-backed), OSF, Kaggle, and Mendeley Data. A methodology paper on k-anonymized calculator-run aggregates is currently under SSRN review. Finnish/Estonian founder commenting on published IRS, CFPB, Fed, and BLS primary sources. Not a licensed US CPA or tax attorney.

I am a personal finance researcher and founder of The Money Decoded, a plain-English finance education site based in India. I research budgeting, saving, debt, investing basics, and financial literacy — and explain these topics clearly for people who were never taught how money works. My perspective is not academic. It comes from lived experience. In 2011, our family's publication business collapsed overnight. We mortgaged our home to start a new business. That failed too. The bank began proceedings to auction our house. It took a decade of effort — my savings from working as a Project Manager at InfluxIQ Tech Pvt. Ltd., my brother's contribution, and help from friends and relatives — to finally recover the house from auction in 2021. That experience taught me what financial planning means when the stakes are real. Since then I have researched personal finance thoroughly, backing every article with sources from the Reserve Bank of India, the Federal Reserve, CFPB, IRS, and peer-reviewed research. At The Money Decoded I have published 60+ research-led articles covering financial literacy, budgeting, saving, debt, credit, and investing — plus free calculators for compound interest, loan EMI, inflation, savings goals, emergency funds, and net worth. My expertise covers: — How financial hardship unfolds for middle-class Indian families — Plain-English finance for complete beginners — Budgeting and saving on tight or irregular incomes — Psychological and practical barriers to financial resilience — The Indian financial system — RBI policy, CIBIL scores, PPF, SSY, fixed deposits I am available as a source for stories on personal finance, financial resilience, money mistakes, budgeting for beginners, debt management, financial literacy gaps, and personal finance in India. Website: https://themoneydecoded.com https://www.linkedin.com/in/tapabrata-biswas-94230b2b5/

I'm a specialist commercial finance broker with 16 years of experience helping Australian business owners access commercial property finance. As founder of Smart Business Plans, I've overseen $550 million in commercial finance across more than 3,300 clients, with a 92% approval rate working across a panel of 60+ specialist lenders. My expertise sits at the intersection of commercial property, business finance, and wealth strategy — particularly for small to medium business owners looking to buy their own premises, invest through their SMSF, or fund development projects. I work exclusively in the commercial space, which means I specialise where the major banks often can't or won't go. I'm also the author of The Premise Effect (2026), which makes the case for why Australian business owners are leaving millions on the table by renting rather than owning their business premises. I'm available to comment on: commercial property finance, SMSF borrowing, business lending, commercial mortgage rates, Australian property market trends, and small business wealth building.

Neil Datta is a seasoned investment professional with over two decades of experience across family offices, hedge funds, private equity, venture capital, and institutional asset management. As Founder and Managing Partner of NKD Advisory, he advises ultra-high-net-worth families, sovereign investors, and entrepreneurs on how to navigate alternatives while also launching innovative private credit and multi-asset strategies. Over his career, Neil has personally reviewed 2,000 fund managers globally—giving him one of the most comprehensive perspectives in the industry. His expertise bridges institutional rigor with the personalized needs of family offices, making him a trusted voice on how wealth is created, preserved, and transitioned across generations. Family Offices & UHNW: Neil speaks frequently about intergenerational dynamics, governance, and how younger heirs are driving new allocations into venture, technology, and impact investing. He also highlights the lifestyle dimensions of wealth, from philanthropy and passion investing to structuring real estate, art, and sports holdings. Hedge Funds & Portfolio Management: With deep experience allocating to hedge funds, Neil offers insight into liquidity vs. performance trade-offs, the rise of multi-strategy firms, and the behavioral discipline required for long-term success. He emphasizes portfolio construction around risk exposures rather than rigid asset classes, backed by stress testing and scenario analysis. Venture Capital & Private Equity: Having founded a venture-backed fintech platform that raised $2M from institutional investors, Neil brings founder empathy to venture discussions. He comments on GP/LP dynamics, the boom in co-investments, and opportunities across fintech, healthcare, consumer, and sports/media. Institutional Asset Management: Early experience at Salomon Smith Barney shaped Neil’s institutional lens—governance, diversification, and balancing beta vs. alpha. He applies these lessons for family offices without the bureaucratic inertia of large institutions. Neil is known as a connector of people, capital, and ideas. His global network spans top hedge funds, private equity firms, and next-generation wealth leaders, and his perspectives are sought by media for their clarity and accessibility. He combines technical authority with the human dimension of wealth, offering not just financial insights but also a narrative of how money, meaning, and modernity intersect in today’s economy.

I work with busy successful individuals and families who are looking to take control of their financial future without getting bogged down in confusing details. With over 13 years of experience, I help high earners and those approaching retirement make smart, impactful decisions confidently. As a flat-fee fiduciary, my mission is clear: to provide you with honest, personalized guidance that brings peace of mind. If you're unsure about hiring a financial advisor, let’s hop on a call. I’ll guide you on the right questions to ask, so you can confidently find the perfect advisor for your needs, no strings attached.