

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.
Undergraduate foundation in finance covering financial analysis, investments, corporate finance, economics, and fundamental principles of financial management.
Graduate-level business education focused on finance, investment management, financial analysis, business strategy, and the application of financial principles to organizational decision-making.
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.
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.
Portfolio analysis and client investment planning, including asset allocation frameworks, valuation models, and structured reviews of household balance sheets.
Fundamental equity research and financial analysis: SEC filings, corporate earnings, profit margins, competitive moats, and bottom-up company valuation.
Financial Analysis & Modeling
Equity Research
Investment Portfolio Management
Wealth Management