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Important Disclosure

Strategic Advisor

Steve Brown

Steve Brown serves on the investment committees for Promus Capital Management’s Promus Access and Promus Realty strategies and also serves as a Strategic Advisor to Waverly Advisors.

Steve also is a Managing Partner of Promus Holdings, where he focuses on identifying, underwriting, closing, and managing private equity investments for Promus Equity Partners, the direct private equity investing arm of Promus Holdings. Prior to joining Promus in 2012, Steve was a Partner at CHS Capital, a middle-market private equity firm. Prior to that, he worked at Heller Financial.

Steve holds a B.B.A. in Business Administration from the University of Michigan and an M.B.A. from the Kellogg School of Management at Northwestern University. He lives in Golf, Illinois, with his wife Carolyn and their three children.

With the addition of the Promus Capital Management team, Waverly Advisors gains expanded knowledge in private equity and real estate opportunities. This expansion strengthens Waverly’s platform for ultra-high-net-worth families and institutions, while maintaining Promus’s core values of stewardship, integrity, and long-term relationship focus.

[email protected]

Chicago, IL (Promus)

Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.