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 nearly two decades of experience in corporate investment analysis and portfolio management to Evolve Wealth Advisors. Serving as EWA’s Chief Investment Officer, Jayson plays a pivotal role in shaping the firm’s investment strategy and guiding the expansion of its Canadian operations.
Prior to joining EWA, Jayson was a core member of the investment team at the Canadian division of Franklin Templeton Investments, where he served as a registered portfolio manager and equity analyst for eight years. During his tenure, he contributed to the management of over $20 billion in assets across a broad range of industry sectors through deep fundamental research and collaborative investment oversight.
Before Franklin Templeton, Jayson spent seven years at a national Canadian broker-dealer, where he held the roles of equity research analyst and director of research. Throughout his career, he has served on corporate boards and advised company leadership on capital markets strategies, capital allocation, and governance matters.
In his role at EWA, Jayson leads the development of firm-wide investment strategy, portfolio construction, and alternative asset selection, bringing both institutional insight and cross-border expertise to client portfolios.
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Jayson holds a Diploma of Technology in Commercial Real Estate from the British Columbia Institute of Technology, a Bachelor of Commerce in Finance from the University of Alberta, and is a CFA® Charterholder, a designation awarded by the CFA Institute.
Peter Henry is a founder of Evolve Wealth Advisors and has over 24 years of experience in global capital markets, 16 of those years in wealth and investment management in both Canada and the United States. After a highly successful career in Canada, Peter relocated to the United States to work with private equity, corporate boards and highly successful U.S. 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 based in Canada. 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 has attained his Bachelor of Commerce in Finance from McGill University.
Aria mahmoud
Associate Research Analyst
Lindsey Harrison is a Wealth Management Intern at Evolve Wealth Advisors, where she contributes across a range of operational, research, and marketing initiatives. Her interdisciplinary skill set supports the firm’s efforts in delivering tailored, thoughtful solutions to a diverse client base.
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Lindsey is currently pursuing a Bachelor of Arts in Economics with a minor in Social Entrepreneurship at McGill University, and is expected to graduate in Winter 2025. She has held prior roles in municipal government, consumer product development, hospitality, and residence life — experiences that reflect her adaptability, initiative, and people-first mindset.
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In addition to her academic achievements, Lindsey has worked closely with first-year university students as a Floor Fellow (Residence Assistant), emphasizing leadership, community building, and problem-solving — all qualities she brings to her role at Evolve.
lindsey harrison
Wealth Management Intern