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Katie Scott
Sr. Associate - Associate Portfolio Manager at Promus Capital, LLC
About
Katie Scott is a Sr. Associate and Associate Portfolio Manager at PROMUS CAPITAL, LLC, based in Wheaton, IL. In her current role, she serves as an investment advisor to families, helping them intentionally steward their wealth and achieve lasting impact, with a focus on both traditional and alternative investments. Her responsibilities include portfolio management, asset allocation, and client advisory across a multi-family office platform that spans asset classes such as private equity, real estate, hedge funds, and legacy consulting.
Katie began her career at Promus Holdings, LLC as an Associate in Client Service Operations, progressing to Senior Associate before transitioning to the portfolio management team. She has developed key systems and workflows that enhance team efficiency and the client experience. Her investment expertise includes manager selection and designing bespoke strategies tailored to the needs of high-net-worth families, with hands-on experience in private equity and real estate sectors.
Katie holds a Bachelor of Arts in Business and Economics with a minor in Art from Wheaton College, providing her with strong analytical and advisory skills. She is recognized for her dedication to helping families build lasting legacies through thoughtful investment strategies and has contributed to the growth and innovation of Promus Holdings' client service and portfolio management practices.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Promus Holdings, LLC | Sr. Associate - Associate Portfolio Manager | Jan 2025 to Present | — |
| Promus Holdings, LLC | Senior Associate - Client Service Operations | Jan 2024 to Jan 2025 | — |
| Promus Holdings, LLC | Associate - Client Service Operations | Jun 2022 to Dec 2023 | — |
| Wheaton College | Media Team Chair | Apr 2021 to Jul 2022 | • Manage email and JotForm requests to organize and delegate assignments to team members so that the team can better serve the needs of the Student Engagement and Marketing Departments. • Prepare and ... |
| Wheaton College | Media Team Content Creator | Aug 2020 to May 2021 | • Create and edit photo and video content for the college website and social media pages so that they effectively tell the student life story at Wheaton and promote the College to prospective students... |
| Envision Experience | Advisor and Education Support | Jun 2021 to Aug 2021 | • Supported other advisors through reviewing lessons, stepping into classrooms to teach lessons, and assisting to prepare materials for activities so that each one felt encouraged and equipped. • Inst... |
| Castillo Games | Marketing Associate | May 2020 to Dec 2020 | • Create content for social media pages to increase consumer awareness. • Build online version of the game on Tabletopia to facilitate playtesting and increase consumer interest. • Design a company we... |
| Mirus Research | Office Assistant | May 2020 to Jul 2020 | • Filled in Google Ad Words so that the client’s ads were the most effective at drawing customer engagement. • Organized Excel Spreadsheet lists of clients and the services Mirus provides for them so ... |
| AMERICAN EAGLE OUTFITTERS INC. | Seasonal Sales Associate | Jun 2019 to Feb 2020 | • Generated sales by providing the customers with an exceptional shopping experience and promoting the products through meaningful customer engagement which resulted in bigger sales and customer happi... |
| Wheaton College Artist Series | Promotions Assistant | Sep 2018 to Dec 2019 | • Facilitate merchandise sales for both visiting artists and the Artist Series which promoted the artists and spread brand recognition. • Manage membership promotions both on and off campus which incr... |
| Illinois Wesleyan University | Student Coordinator | Jun 2018 to Aug 2018 | • Acted as a camp facilitator by assisting the director with any organizational needs, allowing for a smooth camp experience for those involved. • Acted as guest services and hospitality associate by ... |
Education
Wheaton College
Business/Economics
2018 — 2022
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 | |
| Senior Associate | Chicago, IL , United States | |
| Private Equity Vice President | Chicago, IL , United States | |
| Principal, Private Equity | Chicago, IL , United States |
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| Chief Investment Officer | North Star Investment Management Corp. | Chicago, IL , United States | |
A Andrea Wirth | Research Associate | Oak Ridge Investments LLC | Chicago, IL , United States |
A Anne Finley | Trader | Oak Ridge Investments LLC | Chicago, IL , United States |