About Us
Evolve Wealth Advisors LP is an independent, full-service investment firm providing disciplined investment advice with a singular focus on clients.
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At Evolve we provide investment solutions and guidance to help our clients make better investment decisions.
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Our goals-based wealth management solutions take into consideration such factors as a client's family and career as well as a desire to preserve wealth and meet specific long-term and short-term financial goals.
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Our team has over 60 years of combined experience in domestic and foreign investment management, financial planning, estate planning and tax planning.
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Through a group of companies allied with Evolve, we are able to provide both domestic and cross-border services in the areas of tax planning, financial planning, estate planning and small-business planning.
Meet The Team
Jayson Moss, CFA
Partner
Chief Investment Officer
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Jayson Moss brings to Evolve nearly 20 years of experience in advising and investing in corporations.
For eight years he was an analyst and a registered portfolio manager at a Canadian arm of Franklin Templeton Investments, which in aggregate managed $20 billion in assets. While at Franklin Templeton, he was a core member of the investment team and he conducted in-depth investment research on multiple, diverse industry sectors. Prior to joining Franklin Templeton, Jayson spent seven years at a Canadian-based, national broker dealer, where he was an equity research analyst and director of research. He has actively worked on corporate boards and advised executives on capital markets initiatives and capital allocation decisions. Jaysons role as Chief Investment and Management Officer includes direction investment portfolios and strategies as well as alternative asset classes.
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Jayson holds a Diploma of Technology in Commercial Real Estate from British Columbia Institute of Technology, a Bachelor of Commerce in Finance from the University of Alberta and the CFA Charterholder designation from the CFA Institute, a global association of financial analysts.
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Email: jaysonm@evolvewealthadvisors.com
Telephone: 602-805-5683
Partner
Investment Consultant
Jayson Moss, CFA
Peter Henry has over 21 years of experience in global capital markets,
14 of those years in wealth and investment management in both Canada and the United States. After a highly successful career in Canada, he relocated to the United States to work with private equity, corporate boards and highly successful American investment management firms. He has been responsible for onboarding a wide spectrum of clients throughout his career, including high net worth and ultra-high net worth individuals, institutional advisors, pension funds and Fortune 500 corporations. He has a successful track record in developing and implementing clients’ goals and objectives. Peter's responsibilities include leadership, business development, maintaining current relationships and building new strategic corporate and client relationships.
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Peter graduated from the University of New Mexico with a Bachelor of Arts degree. A co-founder of the Canadian Foundation for Swimming Excellence, he resides in Scottsdale, Arizona with his wife (Laura) and their two children.
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Email: peterjh@evolvewealthadvisors.com
Telephone: 602-805-5683
Peter J. Henry, BA
Co-founder and Partner
Chief Executive Officer
Before becoming Evolve’s Chief Operations Officer, Patrick Kinney spent almost 20 years working with investment management clients and high net worth families. He has enjoyed a long career in financial services, previously working for Strong Capital Management, Fidelity Investments, TD Ameritrade, Check Capital Management, Churchill Management Group and EP Wealth Advisors.
Patrick is a graduate of the College for Financial Planning, and he received his MBA in Finance from the University of Illinois and his Bachelor of Science degree in Economics from Illinois State University. He currently resides in South Pasadena, California with his wife (Jill) and their two children.
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Email: patrickk@evolvewealthadvisors.com
Telephone: 602-805-5683
Patrick Kinney, MBA
Co-founder and Partner
Chief Operations Officer
Aria Mahmoud is an Associate Research Analyst at Evolve Wealth Advisors. Prior to joining Evolve in 2022, Aria was a Research Analyst at GES Geotech Inc. in 2021 and prior to that he was an Analyst at AMX Solutions in 2020. Aria is pursuing his Bachelor of Commerce in Finance at McGill University.
Aria mahmoud
Associate Research Analyst