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About
Charlie Code is a Senior Associate – Associate Portfolio Manager at PROMUS CAPITAL, LLC in Chicago, IL, where he joined the firm in 2022. In this role, he supports investment due diligence, assists with client investment execution, and provides family office administrative services, working closely with both traditional and alternative asset classes, including private equity, real estate, hedge funds, and direct investments.
Prior to joining Promus, Charlie served as a Portfolio Analyst at BNY Mellon Wealth Management, where he gained experience in portfolio analysis and investment management. He began his investment career with a focus on comprehensive wealth strategies and asset allocation for high-net-worth clients, bringing a strong analytical skill set to multi-family office investment management.
Charlie holds a Bachelor of Science in Finance and International Business from Indiana University’s Kelley School of Business, and he attended a summer program in Strategic Decision Making and Economic History at The London School of Economics and Political Science. His expertise spans investment diligence, portfolio analytics, and supporting the management of multi-asset investment portfolios for families and institutional clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Promus Holdings, LLC | Senior Associate | Jan 2025 to Present | — |
| Promus Holdings, LLC | Associate - Investment Analysis | Jan 2022 to Jan 2025 | — |
| BNY Mellon | Portfolio Analyst | Jul 2021 to Dec 2021 | — |
| Investment Management Workshop - Kelley School of Business | Member | Oct 2018 to May 2021 | One of 42 faculty-selected students engaged in a rigorous curriculum focused on developing the skills necessary for a career in Sales & Trading, Research, and Private Wealth Management |
| Alpha Kappa Psi | Head of New Member Education | Apr 2020 to Dec 2020 | — |
| BNY Mellon Wealth Management | Summer Portfolio Analyst | Jun 2020 to Aug 2020 | — |
| PROMUS HOLDINGS, LLC | Summer Analyst | May 2019 to Jul 2019 | • Evaluated a new investment opportunity through reviewing the confidential information memorandum, third party due diligence reports, and assessing the market. Prepared and presented analysis to the ... |
Education
Indiana University Bloomington
Bachelor of Science - BS, Finance and International Business
2017 — 2021
The London School of Economics and Political Science (LSE)
Summer Program Attendee, Strategic Decision Making and Economic History
2019 — 2019
Others at Promus Capital, LLC (8)
| Name | Role | Location |
|---|---|---|
| Vice President - Investment Advisor | Tuscaloosa, AL , United States | |
C Charlie Hallene | Associate | Chicago, IL , United States |
| Partner | Chicago, IL , United States | |
| Private Equity Associate | Chicago, IL , United States | |
| Investment Associate | Chicago, IL , United States | |
| Sr. Associate - Associate Portfolio Manager | Wheaton, IL , United States | |
| Private Equity Vice President | Chicago, IL , United States | |
| Principal, Private Equity | Chicago, IL , United States |
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