Brent Penrose
Senior Wealth Strategist Partner at Northern Trust
- Role
- Senior Vice President - Senior Wealth Strategist Partner at Northern Trust
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Brent Penrose
Northern Trust collaborates with clients and their advisors to offer holistic wealth management services for individuals and families, privately held businesses, family offices, and foundations and endowments. We are recognized for innovative technology, service excellence and depth of expertise across all aspects of nancial planning, including wealth transfer, banking, insurance, investments, tax management, philanthropy, family communication and more. I then bring together all generations of a family to discuss complex issues such as governance, tax mitigation, and trust and estate impacts to prepare them to be good stewards of wealth.I lead with goals driven planning, first identifying everyone’s purpose and passion, then developing appropriate strategies that target these sophisticated goals—pre/post-exit strategies, liquidity management, lending, investing and more. I am known for my positive engagement and consulting alongside clients’ outside advisors to ensure my recommendations align with the broader financial picture.
Experience
Senior Vice President - Senior Wealth Strategist Partner
May 2025 — Present · Chicago, IL, US
As a Senior Wealth Strategist Partner at Northern Trust, I work with highly successful business owners, C-suite executives, family offices and individuals of significant wealth who seek a strategic partner to guide them in navigating their opportunities and challenges. I also serve as a conduit to the firm’s fortress balance sheet and global capabilities so that clients can accomplish their financial objectives all in one place.
Education
University of Illinois Chicago
Bachelor of Arts (B.A.), Criminal Justice
DePaul University
Certified Financial Planning , Financial Planning
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