Cyndi Lasik joined Waverly Advisors in November of 2025 as Senior Client Service Specialist following the acquisition of select Promus business lines by Waverly Advisors, LLC. Cyndi brings 30+ years of experience in the banking and investment management industry to the firm. Prior to Promus, she held a management position in a private equity sponsored company that generated annual revenues of $100 million by providing specialized integrated warehousing, trucking, intermodal rail and supply chain services. Prior to that, Cyndi served in a management role for a real estate investment, acquisition and development firm with annual revenues of $280 million; the firm oversaw the development of more than 5 million square feet of mixed-use and commercial projects and developed or repositioned more than 20,000 residential units. She also worked at a private investment management company that invested in diverse U.S. farmland for revenue growth based on crop harvest returns. Cyndi lives in the western suburbs of Chicago, Illinois
With the addition of our Promus team, Waverly Advisors gains expanded knowledge 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.