Summary
Education
Languages
Work History
Interests
Skills
Noah Bensenton

Noah Bensenton

Senior Wealth Advisor
Chicago

Summary

A disciplined, data-first practice in private wealth — institutional equity research applied to the portfolios of families, founders, and executives.

Noah Bensenton is a Chicago-based Senior Wealth Advisor at Veridian Hearth Wealth Management. Managing an extensive portfolio of client assets, Bensenton specializes in capital growth and tax-loss harvesting, bridging institutional investment strategies with accessible wealth management. A graduate of the University of Illinois Urbana-Champaign, he combines rigorous fundamental balance sheet analysis with a professional commitment to helping multi-generational families secure their financial legacies through data-driven planning.

Over six years the practice has moved from bottom-up equity research into private investment advisory and, presently, senior wealth stewardship. The common thread is a reliance on balance-sheet discipline, transparent communication, and long-term household structuring rather than short-term market timing.

Education

Bachelor of Arts - Bachelor of Science (B.S.) in Finance

University of Illinois Urbana-Champaign
02.2015 - 03.2019

Undergraduate foundation in finance covering financial analysis, investments, corporate finance, economics, and fundamental principles of financial management.

Bachelor of Arts - Finance

University of Illinois Urbana-Champaign
02.2019 - 03.2021

Graduate-level business education focused on finance, investment management, financial analysis, business strategy, and the application of financial principles to organizational decision-making.

Master of Science (M.S.) in Financial Economics - Financial Economics

University of Illinois Urbana-Champaign
03.2020 - 06.2022

Advanced study in financial economics, with a focus on economic analysis, financial markets, investment principles, and quantitative methods used to evaluate financial decisions and market behavior.

Languages

English

Work History

Senior Wealth Advisor

Veridian Hearth Wealth Management
01.2023 - Current

Wealth management, portfolio strategy, and investment research. Oversight of an extensive portfolio of client assets, with tailored investment portfolios, tax strategies, and estate plans designed for high-net-worth families, technology executives, and entrepreneurs.

Investment Advisor

Private wealth practice
01.2021 - 02.2023

Portfolio analysis and client investment planning, including asset allocation frameworks, valuation models, and structured reviews of household balance sheets.

Equity Research Analyst

Fundamental research
02.2019 - 02.2021

Fundamental equity research and financial analysis: SEC filings, corporate earnings, profit margins, competitive moats, and bottom-up company valuation.

Interests

Financial Analysis & Modeling

Equity Research

Investment Portfolio Management

Wealth Management

Skills

  • Real estate advisory
  • Insurance planning
  • Debt management
Noah BensentonSenior Wealth Advisor