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Charlie Code

Charlie Code

Senior Associate at Promus Capital, LLC

Chicago, IL , United States

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

OrganizationRoleDate RangeDetails
Promus Holdings, LLCSenior AssociateJan 2025 to Present
Promus Holdings, LLCAssociate - Investment AnalysisJan 2022 to Jan 2025
BNY MellonPortfolio AnalystJul 2021 to Dec 2021
Investment Management Workshop - Kelley School of BusinessMemberOct 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 PsiHead of New Member EducationApr 2020 to Dec 2020
BNY Mellon Wealth ManagementSummer Portfolio AnalystJun 2020 to Aug 2020
PROMUS HOLDINGS, LLCSummer AnalystMay 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)

NameRoleLocation
Charlie Adair
Charlie Adair
Vice President - Investment AdvisorTuscaloosa, AL , United States
C
Charlie Hallene
AssociateChicago, IL , United States
David Code
David Code
PartnerChicago, IL , United States
Hannah Song
Hannah Song
Private Equity AssociateChicago, IL , United States
Michael Tresley
Michael Tresley
Investment AssociateChicago, IL , United States
Katie Scott
Katie Scott
Sr. Associate - Associate Portfolio ManagerWheaton, IL , United States
Sam MacKenzie
Sam MacKenzie
Private Equity Vice PresidentChicago, IL , United States
Taylor Teague
Taylor Teague
Principal, Private EquityChicago, IL , United States

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