Charlie Hallene joined Waverly Advisors in November of 2025 as Client Service Specialist following the acquisition of select Promus business lines by Waverly Advisors, LLC. Charlie is excited to provide an excellent client experience throughout the investment process by managing and executing tasks relating to client accounts and investments. In addition, Charlie ensures capital call, distribution, and valuation details are reported accurately and on time.
Charlie is originally from the Chicago suburbs, and he currently lives downtown. He enjoys traveling and spending time outdoors golfing, fishing, and skiing.
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.