Ken Evason, CFA
With more than 40 years of investment experience, Ken is Windermere’s primary portfolio manager. He is responsible for researching economic and market conditions and aligning the firm’s investment philosophy with client goals.
Prior to joining Windermere, Ken was CEO & Chief Investment Officer of Jacobus Wealth Management, Inc from 2001-2010 and CEO at Clarica (now a division of Sun Life) for the preceding 25 years. He earned a Master of Economics at University of Western Ontario, completed the Advanced Management Program at Harvard University, and is a Chartered Financial Analyst (CFA). Ken was chairman and ex-officio chair of MRA: the Management Association and served as a Milwaukee School of Engineering board member. He remains active with the CFA Societies of Milwaukee and Toronto.
Pam Evason, CFA, CPA
Pam Evason is our firm’s Managing Director. Prior to founding Windermere in 2010, Pam was a senior manager in the audit practice of Deloitte & Touche LLP. Pam has an undergraduate and graduate degree from University of Wisconsin – Madison and is a CFA charterholder and CPA.
Pam believes strongly in being an engaged member of the community, serving on three non-profit boards (BrightStar Wisconsin, Make a Difference – Wisconsin, and National MS Society), as well as volunteering with several other organizations including ACTS Housing, Rotary Club of Milwaukee, and WWBIC.