Pam Evason

Pam Evason is the co-founder and Managing Director of Windermere Wealth Advisors, LLC, an independent wealth-management and investment-advisory firm she helped establish in 2010 in the Milwaukee metro area (Elm Grove/Waukesha, Wisconsin). She holds both the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations and earned undergraduate (BBA) and graduate (Master of Accounting) degrees from the University of Wisconsin–Madison's Wisconsin School of Business.

She spent the early part of her career — roughly nine years — in public accounting. Her experience includes a role as an Audit Associate at Arthur Andersen & Co. and a Senior Manager position at Deloitte, spanning assurance, tax, consulting, and corporate-finance work. She has also served as adjunct faculty at Carroll University, teaching introductory financial accounting.

Beyond her day-to-day wealth-management practice, Evason participates in early-stage venture investing as a member of the Investment Committee of the BrightStar Wisconsin Foundation, a nonprofit that takes equity positions in early-stage, technology-driven Wisconsin startups to help build the state's innovation economy. This committee role is the basis for her "angel / seed-stage" investor profile. She has also been active civically, including service on the Board of Trustees of the Wisconsin chapter of the National MS Society.

• Her venture/angel activity runs primarily through the BrightStar Wisconsin Foundation Investment Committee, which backs early-stage companies from proof-of-concept through early commercialization and into the revenue stage — and deliberately avoids later-stage, already-profitable companies.
• BrightStar (and thus the committee she sits on) targets innovative, typically technology-driven concepts with competitive barriers, a large or rapidly growing addressable market, demonstrated traction or validation, and business models that are "rapidly scalable to a national level."
• Geography is a hard filter: BrightStar invests exclusively in Wisconsin-based companies, aiming to create quality jobs for a "21st Century Wisconsin economy."
• Co-investment preferred: BrightStar rarely funds a deal entirely on its own or conducts due diligence alone — it favors syndicating alongside other investor groups and angel networks.
• In her professional capacity at Windermere, her orientation is that of a CFA/CPA portfolio manager and fiduciary advisor, emphasizing disciplined, fundamentals-driven investing rather than speculative bets.