OUR TEAM

Meet the people behind Evisor

James P. Dowd

James P. Dowd

Founder and Managing Director

Stephanie Holt

Stephanie Holt

Chief Financial Officer and Managing Director

Danyell Bjornstad

Danyell Bjornstad

Operations Manager

Daren Dearden
Gaby Giacchino

Gaby Giacchino

Operations Manager

Frances Harkins

Frances Harkins

Managing Director

Jessi Mills

Associate - Designer

Evisor Symbol

GET INVESTMENT ADVICE YOU CAN TRUST

Our team has been devoted to helping individuals achieve their financial goals since long before anyone coined the term “robo-advisor.” We’ve taken the same successful approach that has helped our clients for years, and made it widely available, accessible, and affordable through the use of our innovative technology platform.

- Greetings from our CEO, Jim Dowd