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Katie Scott

Katie Scott

Sr. Associate - Associate Portfolio Manager at Promus Capital, LLC

Wheaton, IL , United States

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

OrganizationRoleDate RangeDetails
Promus Holdings, LLCSr. Associate - Associate Portfolio ManagerJan 2025 to Present
Promus Holdings, LLCSenior Associate - Client Service OperationsJan 2024 to Jan 2025
Promus Holdings, LLCAssociate - Client Service OperationsJun 2022 to Dec 2023
Wheaton CollegeMedia Team ChairApr 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 CollegeMedia Team Content CreatorAug 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 ExperienceAdvisor and Education SupportJun 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 GamesMarketing AssociateMay 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 ResearchOffice AssistantMay 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 AssociateJun 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 SeriesPromotions AssistantSep 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 UniversityStudent CoordinatorJun 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)

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
Charlie Code
Charlie Code
Senior AssociateChicago, 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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