Sam MacKenzie is a Vice President with a Promus division of Waverly Advisors, joining in November 2025 following Waverly’s acquisition of select Promus business lines. As a Vice President – Private Equity at Waverly, Sam brings several years of experience in private equity. He is actively involved in evaluating and executing new investment opportunities, as well as managing the existing portfolio.
Sam lives in Chicago with his wife Chelsea and enjoys exercising, golf, chess and playing fetch with his dog Willis.
With the addition of our Promus team, Waverly Advisors gains expanded expertise in private equity and real estate opportunities. This expansion strengthens Waverly’s platform for ultra-high-net-worth families and institutions, while maintaining Promus’ core values of stewardship, integrity, and long-term relationship focus.