Mark Aloisio joined Waverly Advisors in November of 2025 as Partner, Wealth Advisor following the acquisition of select Promus business lines by Waverly Advisors, LLC. Mark specializes in pre-transaction planning, wealth preservation strategies, and helping clients navigate complex decisions to purposefully manage their wealth and build their legacy. Prior to Promus, Mark advised business owners, corporate executives, and multi-generational families at J.P. Morgan Private Bank for nearly 16 years. He lives in Wheaton, Illinois with his wife Vanessa and their four children.
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.