Promus Advisors

Joshua Prince is a CFP® with 17 years of industry experience, currently serving at Promus Advisors. He has been with Promus Asset Management, LLC since 2015. Outside of his advisory role, he is a member of J & K Prince Family Investments LLC, where he manages personal investments. Promus Advisors provides comprehensive investment management and financial planning primarily to high-net-worth individuals, families, trusts, estates, retirement plans, endowments, foundations, and businesses. The firm employs a value-oriented, bottom-up investment approach that includes core equity and fixed income holdings combined with alternative strategies, managing over $400 million in assets with a small advising team.

Nicholas Deery is a financial advisor at Promus Advisors in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Stilly's Daq Shack LLC and Trademark Carwash LLC. Promus Advisors provides comprehensive investment management and financial planning primarily to high-net-worth individuals, families, trusts, estates, retirement plans, endowments, foundations, and businesses. The firm employs a value-oriented, bottom-up investment process that incorporates core equity and fixed income holdings alongside alternative strategies and routinely uses third-party managers.

Scott Udkler is a CFP® professional with 17 years of industry experience, currently serving at Promus Advisors. His prior roles include positions at Charles Schwab, JP Morgan Securities LLC, and Bearfoot Companies LLC. He is also involved with FIFIT LLC, an outside business activity. Promus Advisors is a registered investment adviser offering discretionary and non-discretionary investment management, consulting, and comprehensive financial planning for individuals, businesses, trusts, estates, retirement plans, endowments, and foundations. The firm emphasizes a value-oriented, bottom-up investment approach with active manager allocation complemented by index funds and niche strategies, maintaining a focus on diversification and an endowment model allocation to alternatives.

Janine Guenther is a CFA® charterholder with over 11 years of industry experience. She is currently with Promus Advisors and Bellwether Investment Management, having previously worked at Dixon Mitchell Investment Counsel and CIBC Wood Gundy. Guenther serves as a Finance Committee member at large for the University Women's Club of Vancouver and is a board member of the CMT Association. Promus Advisors provides comprehensive investment management and financial planning primarily to high-net-worth individuals, families, trusts, estates, retirement plans, endowments, foundations, and businesses. The firm employs a value-oriented, bottom-up investment approach that combines core equity and fixed income holdings with alternative strategies, managing over $415 million across 269 accounts.