Michael joined Evergreen in April 2021. He is responsible for the non-investment functions at Evergreen, including operations, sales and marketing.

Throughout his career, Michael has had a clear focus on improving his clients’ investment outcomes through the provision of excellent investment strategies and the delivery of first-class service, communication and support.

Michael has been involved in the financial services industry for over 35 years. He has grown businesses across Asia-Pacific from start-ups to the Australian operations of multinationals, including Barclays Global Investors and was the CEO of Fidelity. His industry experience spans funds management, investment banking and trading.

Michael has a BA in Economics and Financial Studies and is a Graduate of the Australian Institute of Company Directors.

David is responsible for research activities at Evergreen. He works with clients to construct and implement managed account portfolios and spends a lot of his time on in-depth manager research.

He is focussed on achieving client’s desired investment outcomes through fundamental research and technical insight.

David has over 20 years of industry experience working for Colonial First State, Perpetual and Atrium in Australia while spending time in London with Capital International and Aviva Investors.

David is a CFA and CAIA Charter holder and has a Masters in Applied Finance from Macquarie University.

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.

Mav is strongly motivated by delivering positive, tailored outcomes to suit each client's particular needs. He also enjoys being part of a highly skilled team from a diverse range of backgrounds

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.

Sarah is responsible for the Evergreen brand which sees her looking after a range of elements including content publishing, social media, events and PR.

Promoting strong products and services is at the core of what she does, bringing quality and customer focused brands like Evergreen to the masses.

She has over 15 years of experience working in financial services for brands both large and small, including Commonwealth Bank, Colonial First State, van Eyk Research and Fidelity International.

Sarah holds a Bachelor of Business (Marketing) and is currently undertaking an MBA.

Kip is primarily responsible for improving Evergreen’s quantitative analytics capabilities, including conducting specific quantitative research projects, upgrading the proprietary system GreenVUE and automating monthly reporting. He also actively participates in fund manager reviews and investment committee discussions.

He believes in numbers-driven investment decision making. Quantitative analysis not only provides insights but also offer clients greater confidence.

He has seven years of experience in the financial service industry, including BNP Paribas and PING AN Insurance Group Company of China.

He holds a Master of Commerce (Quantitative Finance) from the University of Sydney and is a CFA charter holder.

Max’s role at Evergreen is primarily in supporting the manager research function as well as various client investment committees.

Given Evergreen’s multi-faceted service offering, Max is focused primarily on the satisfaction of clients in the context of their unique needs and wants, understanding that these often change from business to business.

Max is well known to Evergreen clients, having worked closely with Angela since early 2017.

With a Diploma of Business, Max is working towards further qualifications at the University of Technology, Sydney.

Andrew has a multi-faceted role, conducting quantitative and qualitative portfolio and fund manager research, as well as supporting client investment committees and performance reporting.

At the heart of Andrew’s role, is ensuring that clients’ needs and goals are met. Evergreen strives to deliver a tailored, boutique solution for its clients.

Andrew has been with Evergreen since June 2018.

Prior to this, he completed a Bachelor of Science (Physics) at the University of New South Wales, Sydney.

Sahir is responsible for creating, maintaining, and modifying Evergreen’s proprietary software, together with providing support with quantitative analytics.

He is driven by the thought of solving uncharted problems and learning something new in each task he undertakes.

Sahir began working with Evergreen in November 2020.

Sahir graduated with a Bachelor of Science (Mathematics and Physics) from The University of Sydney in 2020.

Alex conducts fund manager research, with a focus on ESG and supports our client Investment Committees.

Looking for new approaches is what excites him.

Originally a part-time intern with the team, Alex began working full time at Evergreen in September 2021, soon after graduating.

Alex holds a Bachelor of Economics (Economics and Mathematics) from the University of Sydney.

Jake is responsible for promoting Evergreen product and services to financial advisers.

Building new relationships with advisers and partnering with them to build their business is at the core of what he does. Aligning the right Evergreen products and services to match adviser needs is important to him.

He has over 15 years of experience working in financial services and 5 years working in advice as a para-planner and then as a financial planner. Working for financial services brands such as Mercantile Mutual, ING, Commonwealth Bank, Colonial First State, Financial Wisdom, Count Plus, IOOF and Lonsec.

Jake holds a Bachelor of Human Movement (Physical Education and PDHPE) and is currently undertaking an MBA.

Tom joined Evergreen in 2020 and works part-time with the team.

He undertakes a variety of tasks including assisting with performance reporting, managing client queries and other administrative duties.

Tom is studying business at the University of Technology.

Kingsley became an independent member of the Evergreen Asset Allocation Committee at its inception in late 2016. He 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 became an indepedent member of the Evergreen Asset Allocation Committee at its inception in late 2016. He 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. Steve is currently commercializing his second fintech start-up and manages a valuation-based equity fund.

Steve holds a BSc in pure maths, a MAppFin and is a Fellow of FINSIA.

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.

Denis 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.