Evolve Wealth Advisors LP

Patrick Kinney is a financial advisor at Evolve Wealth Advisors LP with 21 years of industry experience. He holds a Series 66 designation and has worked at Evolve Wealth Advisors since 2021, following prior roles at EP Wealth Advisors and Churchill Management. Kinney is also involved with affiliated entities focused on cross-border investments and business planning. Evolve Wealth Advisors is a partner-led firm serving individuals, high-net-worth clients, charitable organizations, and corporations. The firm offers discretionary portfolio management, pension and 401(k) consulting, and financial planning, using tailored Investment Policy Statements and a combination of fundamental analysis, modern portfolio theory, and quantitative techniques.

Peter Henry is a financial advisor with Evolve Wealth Advisors LP in Scottsdale, AZ, holding Series 63 and Series 65 licenses and nine years of industry experience. He has held roles at multiple firms including Raintree Capital Partners LLC, where he manages capital markets relationships and product strategy, and Evolve Cross Border Partners, LLC, a cross-border tax and financial planning consulting firm where he spends significant time on business development and client coordination. He is also the managing member of Pacific Energy Holdings, a holding company for oil royalties. Evolve Wealth Advisors is a partner-led firm serving individuals, charitable organizations, and corporations with discretionary portfolio management, pension consulting, and financial planning. The firm tailors investment policies for each client and employs fundamental analysis, modern portfolio theory, and quantitative techniques, offering strategies including long-term investing and options trading.

Jayson Moss is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Evolve Wealth Advisors LP in Scottsdale, AZ. His prior roles include positions at Franklin Templeton and Adelaide Capital. Outside of his advisory duties, he provides corporate consulting services related to investor relations, capital markets advisory, and corporate restructurings, and he serves on the board of Chestnut Creek Capital Corp., an agricultural services company in Alberta, Canada. Evolve Wealth Advisors is a partner-led firm serving individuals, high-net-worth clients, charitable organizations, and corporations. The firm offers discretionary portfolio management, pension and 401(k) consulting, and financial planning, using fundamental analysis, modern portfolio theory, and quantitative techniques to tailor investment strategies for each client.