Founded
Independently Owned
About Evergreen
We are a leading boutique investment consultant. We work with premier financial advisory groups as well as families, foundations and not-for-profits.
- Collaborative and tailored asset consulting
- Large highly experienced investment team
- Off the shelf and bespoke managed accounts
- Independent and objective asset allocation and manager research
- Cutting edge proprietary quantitative solutions
- Approved on all major platforms
Team
Meet Team Evergreen
- All
- Investment
- Marketing and Technology
- Asset Allocation Committee
- External Advisers
Angela Ashton
Founder and DirectorAngela founded Evergreen in 2016 and is ultimately responsible for all investment activities at Evergreen
Angela has 30 years’ experience in investment markets. She has held senior investment roles at QIC, was Head of Ratings at van Eyk Research and General Manager, Managed Funds Research at IWL Ltd (now CommSec). She has contributed to the industry through serving on a number of education committees with groups such as Kaplan and the Investment Management Consultants Association (IMCA).
Angela holds a Bachelor of Science, Bachelor of Economics, a Graduate Diploma in Applied Finance, Master of Commerce (Finance) and has completed the Certified Investment Management Analyst course. She is a Fellow of FINSIA
Dr. Peter Mavromatis
Senior Consultant (Economics)Mav is a member of the Asset Allocation Committee and a number of investment committees. He provides macro and financial market analysis and regular commentary, along with contributions to expected returns, market valuations, portfolio construction and strategic asset allocation analysis.
An investment professional with over 20 years of experience across the financial market spectrum, Mav was Chief Investment Officer at Beulah Capital until March 2017. After a hiatus exploring the globe, he joined Evergreen in October 2018. Prior to this, Mav's positions included Macro Strategist and Head of Research at Investorfirst Ltd and Senior Investment Analyst and General Manager – Equities Research at IWL Ltd (CommSec). Mav was also Research Fellow at the Centre of Policy Studies, where he made key contributions to forecast validation of USAGE a dynamic computable general equilibrium model of the US economy.
In addition to a Doctor of Philosophy, Mav holds a Bachelor of Commerce with Honours and a Master of Economics with Honours. He also holds a number of industry level qualifications.
Maximilian Mulholland-Licht
ConsultantSince 2017, Max’s core responsibilities at Evergreen have included working on client investment committees, manager research and general client support.
Over his time at Evergreen, Max has developed a strong understanding of the key elements of Evergreen’s services: portfolio construction, asset allocation and manager selection. Max has been instrumental in the development of the Evergreen Responsible Investment Grade (ERIG) Index, an industry leading research tool which provides a stronger understanding of retail investment managers’ Responsible Investment (RI) characteristics to end-clients, while empowering managers to improve their capabilities.
Max holds a Diploma of Business from UTS and is working towards his CFA certification.
Bridget Nguyen
Marketing AssociateBridget joined Evergreen in March 2025.
She is especially interested in the creative side of marketing, and she has experience in digital marketing, social media marketing and lead nurturing. She is responsible for creating collateral, copywriting and assists with the overall strategic direction of the Evergreen brand. Bridget has had exposure to the financial services sector as a client service associate in the Boardroom Australia ESS team, and she has also previously worked in digital marketing for an independent mortgage broker.
She graduated from the Australian National University College of Business and Economics in 2018, completing a Bachelor of International Business.
Dylan James
InternDylan joined Evergreen in 2022 and works part-time with the team. He is responsible for a range of tasks, including assisting with performance reporting, managing client queries, and supporting other administrative functions.
Dylan is currently studying a Bachelor of Business at Western Sydney University, with an expected graduation date in 2027.
Dr. Kingsley Jones
Asset Allocation CommitteeKingsley has over 20 years’ experience in financial markets. He was a Portfolio Manager for the Macquarie Global Thematic Fund, Global Head of Quantitative Trading Research, and a member of the Australian Value team at Alliance Bernstein LP and Head of Quantitative Research at CSFB. He is a Founding Partner of Jevons Global, a global investment firm.
Kingsley holds a PhD in Theoretical Physics, a CFA and is an affiliate member of the MTA.
Stephen Duchesne
Asset Allocation CommitteeStephen has over 30 years’ experience in financial markets. He was formerly Managing Director and Head of Australasian Debt Markets with Merrill Lynch Australia and has held senior roles at Credit Suisse and Midland Bank PLC. He co-founded Endowment Bond Exchange. Stephen is currently commercializing his second fintech start-up and manages a valuation-based equity fund.
Stephen holds a Bachelor of Science in pure maths, a Masters in Applied Finance and is a Fellow of FINSIA.
Denis Carroll
Advisory BoardDenis established Airservices Australia’s highly successful and innovative AvSuper Superannuation Fund in 1990 and led it for 15 years before entering the funds management industry in 2005. He was a director of IXIS Asset Management in Australia before joining Pengana Capital in 2007 where he was Head of Distribution.
Denis is now the Australian representative for CheckRisk, a global provider of risk and risk management services to institutional clients.
Michael Houlihan
Advisory Board -Michael has more than 30 years experience in superannuation and financial services. He is currently Director Head of Superannuation for Strategic Wealth Services, the Victorian Community Chair of the SMSF Association and the Chair of Eltham College. Michael has held roles including CEO of Mainstream Group subsidiary, Mainstream Superannuation Services (which incorporated the role of CEO of Combined Super) and Head of Product and Technical Services at both JBWere Investment Management and Vanguard Investments Australia.
Michael holds a Diploma of Superannuation Management and a Graduate Certificate of Business Administration. He is a Justice of the Peace.
Publications
Evergreen Publications
Liberation Day - Impacts and Strategies for Investors
Brad Bugg
Brad Bugg explains the impacts of the Liberation day
Portfolio Strategies for a Higher Inflation Environment
Brad Bugg
Brad Bugg provides insights into strategies used to counter inflation.
ERIG Index Performance Survey: Performance of Active Managers Enhanced Through Consideration of RI
Maximillian Mulholland-Licht
Maximillian Mulholland-Licht examines data that suggests active managers with RI focus outperformed peers during FY24.
Publications
Evergreen Publications
FY24 in Review Australian Equities and the Struggle for Active Managers
Liam O'Reilly
Liam O'Reilly dissects market behaviour in FY24 and its implications on active management.
Publications
Evergreen Essentials
Bonds and Interest Rates
An explainer on bonds and interest rates.
Diversification
An explainer on the importance of diversification.
Dollar Cost Averaging
An explainer on Dollar Cost Averaging and how to invest during uncertainity.
Publications
Evergreen Essentials
Franking
An explainer on Franking Credits and how tho leverage them.
Rebalancing
An explainer on the need for Rebalancing a portfolio.
Responsible Investing
An explainer on Responsible Investing.
Contact
Contact Us
Our Address
Level 510 Bridge Street
Sydney NSW 2000
Our Postal Address
PO Box 552Royal Exchange NSW 1225
ABN and AFSL
ABN 75 602 703 202AFSL 486275