Charlie Code joined Waverly Advisors in November of 2025 as Associate Wealth Advisor following the acquisition of select Promus business lines by Waverly Advisors, LLC. Charlie has several years of experience in Investment Management, Retirement Planning, Portfolio Analysis, Generational Wealth Planning, and Charitable & Family Gifting. Charlie joined Promus in 2022, and prior to that, worked in Boston as a Portfolio Analyst with BNY Mellon. Charlie is very passionate about Generational Wealth Planning, and the impact that Legacy Planning can have on families and younger generations. When Charlie and his wife Elise aren’t exploring new restaurants in the city, they are likely at home with their cat Ozzie. They love to travel and have a goal to make it to all seven continents. Charlie has his Introductory Sommelier Certificate through the Court of Master Sommeliers and is always willing to talk wine.
With the addition of our Promus team, Waverly Advisors gains expanded expertise in Family Office services across traditional and alternative asset classes to the firm. This collaboration strengthens Waverly’s platform for ultra-high-net-worth families while maintaining Promus’ core values of stewardship, integrity, and long-term relationship focus.
In connection with the sale of certain assets of Promus Capital, LLC (“Promus”) to Waverly Advisors, LLC (https://waverly-advisors.com/), until certain regulatory and operational formalities have been completed, Promus serves as a sub-adviser of Waverly Advisors, LLC and all of above individual’s investment advisory services are provided solely as an investment adviser representative of Promus.