Noah Schlesinger

Noah Schlesinger

Principal @ Bernstein Private Wealth Management

About

My experience of different cultures and ways of life began early. Born in New York City to an American father and an English mother, I lived in both Tokyo and London before returning to the US to study at Wesleyan University. By the time I had completed my undergraduate education and moved to Boston, I was lucky enough to have traveled to over 50 countries. Having now lived in Boston for over a decade, I am proud to call the city my home. Driven by my passion for entrepreneurship, I’ve been drawn to the local innovation economy and spend much of my time with founders and business owners, as well as those who intermediate and finance the flow of private capital in the Greater Boston area. I am passionate about my community and sit on the Board of Directors at the Vilna Shul, as well as the Brookline Center for Community Mental Health. Whether I am working with entrepreneurs, business owners, nonprofits, or clients navigating the complexities of multigenerational wealth, I aim to leverage my deep understanding of the financial planning process, coupled with my love for investing, to provide not only unique investment opportunities but also peace of mind.

Country

United States

City

Boston

Industry

Investment Management

Skill

Family Engagement, Selling a Business, Performance Based Fees, Multigenerational Wealth Transfer, Charitable Gift Planning, Business Development, Alternative Investments, Asset Allocation, Wealth Management, Investments, Finance, Financial Planning, Asset Management, Investment Management, Personal Finance, Financial Advisory

Experience

Bernstein Private Wealth Management

Principal

Bernstein Private Wealth Management

LinkedIn
2024-1 - Present · 2 yrs 9 mos

Bernstein Private Wealth Management serves as confidants to some of the world’s most astute investors, helping them solve complex challenges—ones that extend well beyond wealth management. With innovative research, sophisticated modeling, and cutting-edge investment solutions, we guide clients and communities to achieve a more meaningful future. Our advisors serve as dedicated fiduciary partners offering transparency, empathy, impactful insights, real-world experience, and a shared sense of purpose. Each client is supported by a team of specialists aligned with his or her values and needs. Together, we make clients’ dreams a destination and vision a reality, charting a course that reveals opportunities, forges deep alliances, and indelibly impacts the world they’ve made.

Bernstein Private Wealth Management

Vice President

Bernstein Private Wealth Management

LinkedIn
2019-8 - Present · 7 yrs 2 mos

Greater Boston Area

Bernstein Private Wealth Management

Client Advisor

Bernstein Private Wealth Management

LinkedIn
2019-1 - 2019-7 · 7 mos

Greater Boston Area

Bernstein Private Wealth Management

Senior Associate

Bernstein Private Wealth Management

LinkedIn
2017-8 - 2018-12 · 1 yr 5 mos

Greater Boston Area

Bernstein Private Wealth Management

Private Wealth Associate

Bernstein Private Wealth Management

LinkedIn
2015-8 - 2017-7 · 2 yrs

Boston, Massachusetts

U.S. Trust

Trust Administrative Officer

U.S. Trust

LinkedIn
2013-6 - 2015-8 · 2 yrs 3 mos

100 Federal Street, Boston, MA 02110

I. Worked with a Trust Officer on the second most valuable book in the country, in terms of assets under management II. Day to day responsibilities required acute attention to detail and organizational skills. Duties include discretionary payment requests, generation-skipping tax analyses, excel-based fee calculations, security gifting, account opening and money movement. III. Communicated with clients on a daily basis, either in person, over the phone or via email IV. Developed an expert understanding of trust and estate administration, and the role it plays within the wealth management industry V. Selected as a Mentor for the 2014 and 2015 Summer Internship Programs

NBC News

Desk Producer

NBC News

LinkedIn
2012-7 - 2012-8 · 2 mos

Stratford

I. Initially worked as a member of the support staff team. Promoted to Desk Producer after mastering Media Asset Management (MAM) technology required for the role. II. Located, edited and transferred video clips required by Nightly News Producers for live evening broadcast. III. As one of the only people who could work the technology, became an indispensable member of the NBC News team. IV. Trained colleagues in the use of MAM systems

BNY

Intern

BNY

LinkedIn
2011-7 - 2011-9 · 3 mos

Canary Wharf, United Kingdom

I. Intern on QSR Treasury team - 8 week internship as a member of the QSR treasury team within corporate trust. II. Carried out research on MADCAP, a system used within Corporate Trust to assess daily market information. Discussed how to improve the system with colleagues in both the UK and the USA and wrote up a report suggesting improvements III. Created a daily market update sent out every morning. Required attention to detail as update would be read by hundreds of colleagues. Designed and sent out a survey to improve the update; used quantitative analysis skills to analyze results and write a report suggesting relevant changes IV. Reviewed and reorganized archival filing system for QSR Management team within Corporate Trust

ICAP

Sophomore Industry Insight program

ICAP

LinkedIn
2011-6 - 2011-6 · 1 mo

Jersey City, USA

I. 1 of 3 sophomores selected on the basis of future potential. II. Took part in a financial markets training course III. Shadowed the cash equities and futures desks

Psi-Upsilon

Chique Chaque Steward

Psi-Upsilon

2011-1 - 2011-5 · 5 mos

I. Voted to position by the Fraternity. Responsible for organising food within the house. II. Put up menus, created rotas to maintain kitchen cleanliness, and ordered food for Thursday night dinners III. Relayed financial information to the Fraternity treasurer,

La Buvette

Waiter

La Buvette

2010-6 - 2010-8 · 3 mos

Richmond, United Kingdom

Worked in high pressure environment waiting tables at a 4 star restaurant

Cambridge Gardens Tennis Centre

Assistant Manager

Cambridge Gardens Tennis Centre

2007-6 - 2008-8 · 1 yr 3 mos

Twickenham, United Kingdom

I. Ran small kiosk next to Cambridge Gardens Tennis Courts. II. Sold teas, coffees, snacks and kept check of amount of produce sold/remaining

Education

Wesleyan University

Wesleyan University

LinkedIn

Spanish/Psychology

2009 - 2013 · 4 yrs

Offers at top UK universities Bristol and Durham declined to take up opportunity to study in the US

Noah Schlesinger's Contact Information

Email

******@***.com

Phone

(**) *** ****

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