Kenneth Evason

Kenneth Lyle Evason is a CFA charterholder and long-tenured investment professional associated with Windermere Wealth Advisors, LLC, a Wisconsin-approved state-registered investment adviser based at 13435 Watertown Plank Road, Suite 6, Elm Grove, Wisconsin. Windermere’s team page describes him as the firm’s primary portfolio manager, responsible for researching economic and market conditions and aligning the firm’s investment philosophy with client goals.

Before Windermere, Evason was CEO and Chief Investment Officer of Jacobus Wealth Management, Inc. from 2001 to 2010. Windermere says he previously spent 25 years as CEO at Clarica, now a division of Sun Life. SEC IAPD records show his investment-adviser registration at Jacobus Wealth Management ran from July 20, 2001 to January 15, 2010, and his Windermere registration ran from March 15, 2010 to June 15, 2026.

Evason earned a Master of Economics from the University of Western Ontario, completed the Advanced Management Program at Harvard University, and is a Chartered Financial Analyst. Windermere also notes that he was chairman and ex-officio chair of MRA: The Management Association, served as a Milwaukee School of Engineering board member, and remained active with the CFA Societies of Milwaukee and Toronto.

Public sources reviewed do not verify the stub’s claim that Evason is an angel investor or seed-stage startup investor. The verified record instead describes him as a wealth-management and public-market investment professional.

• Windermere’s stated advisory philosophy is fiduciary and conflict-avoidant: the firm says it is legally obligated to act in clients’ best interests, is independent, and “does not sell products” or earn commissions.
• Evason’s stated role is macro and portfolio-oriented: researching economic and market conditions and aligning Windermere’s investment philosophy with individual client goals.
• Windermere’s ongoing advisory service is aimed at clients seeking ongoing investment management and broader financial guidance, particularly those with over $1 million of assets to invest; the firm states a $10,000 minimum annual fee applies for that service.
• The firm offers ongoing advisory, financial planning, and consulting, not a publicly disclosed venture fund or angel syndicate.
• No public source found disclosed seed-stage check sizes, startup investment criteria, or a private-company investment thesis for Evason.