The Evergreen Team

Evergreen boasts a substantial and diverse team of seasoned investment professionals, each bringing a wealth of experience and specialized expertise. Additionally, we have dedicated teams for Sales, Marketing, and IT, all integral to our seamless operations.
Our core commitment is to provide clients with top-tier service and strategic advice. We take great pride in the team we've assembled to achieve this goal.

Team

Meet Team Evergreen

  • All
  • Investment
  • Sales, Marketing and Operations
  • Technology
  • Asset Allocation Committee
  • External Advisers

Angela Ashton

Founder and Director

Angela 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

Steve James

Non Executive Director

Steve is an experienced and well qualified company Director and Chairperson with both listed and unlisted companies. Steve brings over 30 years of business knowledge working across all facets of the financial services industry including senior roles with organisations such as National Australia Bank the Commonwealth Bank of Australia and Deutsche Bank Australia. Later in his executive career Steve focused on the technology sector and was a key player in developing the first on-line broking product to the Australian intermediary market, which was ultimately sold to the broking division of the Commonwealth Bank.

Steve currently sits on a number boards including as Chair of ASX listed Identitii (ID8), and Chair of Spring Capital a Sydney based VC firm, along with NED roles with Social E-commerce platform provider Buyers Circle and energy explorer Advent Energy and is a partner in an Australian legal practice Best Interests Law.

Steve holds a Masters Degree in Financial Services Law, from Macquarie University, a graduate of the Australian Institute of Company Directors, a Master Stockbroker Qualification from the ASX, a Diploma of Financial Markets, a Certificate in Superannuation Management and is a Justice of the Peace.

Steve James provides boards with Independent leadership and an acute knowledge of compliance, and marketing and distribution strategy expertise.

Staten Janes

Head of Strategic Partnerships

Staten joined Evergreen in 2024 as Head of Strategic Partnerships. He is responsible for developing and managing key business relationships.

Staten has held various roles at AMP, BT, Westpac Institutional Bank, St George, Asgard and MLC. He is an experienced Wealth Management and Sales leader with over 25 years in financial services. With extensive experience across Platforms, Managed Funds, Structured products, Insurance and Margin Lending, Staten brings a focus on delivering innovative financial solutions and building lasting client relationships.

Staten holds an Adv Cert Management, Dip Financial Services, Accredited Derivatives Adviser (L1), Margin lending and Geared Investments and RG146.

Brad Bugg

Principal Consultant

Brad Joined Evergreen in September 2023. He chairs and sits on client investment committees, helps manages the multi-asset model portfolios and managed accounts, as well as contributing to the manager research function of Evergreen. He is an alternative member of the Evergreen Asset Allocation Committee.

Brad has nearly 30 years of experience in financial markets, both domestically and overseas, gaining a deep understanding of markets, portfolio construction, asset allocation, manager selection and sustainable investing. Most recently Brad was at Morningstar Investment Management for 13 years where he was responsible for the development and day-to-day management of the multi asset managed account program, as well as leading the firm’s research efforts across fixed income and alternatives markets and strategies. Brad has also spent time at a number of sell-side firms in Sydney and London focussing on fixed income strategies, primarily credit markets.

Brad has a Bachelor of Commerce (Banking and Finance) from Curtin University in Perth, Western Australia, and a Graduate Diploma in Financial Markets.

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.

Otto Rieth

Senior Consultant (Equities)

Otto manages Evergreen’s direct Australian equity portfolios.

Otto has over 23 years of experience in financial markets, having held roles at van Eyk Research and SQM Research. Over the years, Otto has developed a broadly holistic approach to Australian equity investment, utilizing macro and industry themes, quantitative / factor screening, company fundamentals, valuation and technical analysis overlays. He has also gained experience across investment research, asset consulting and fund manager research.

Prior to entering financial markets, Otto worked for 10 years in the resources industry as an exploration and mine geologist in commodities such as gold, base metals and diamonds.

Otto holds a Bachelor of Applied Science (Hons) from UTS, a Graduate Diploma of Applied Finance and Investment and a Diploma in Technical Analysis.

Maximilian Mulholland-Licht

Consultant

Since 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.

Liam O'Reilly

Consultant

Liam works to support clients’ investment committees as well as undertaking research on fund managers.

Liam began working with Evergreen in July 2022, after previously holding various graduate and internship positions throughout university. His strong work ethic and strong understanding of financial markets has ensured he has quickly become an integral part of the Evergreen team.

Liam holds a Bachelor of Economics (Agricultural/Resource Economics and Finance) and Bachelor of Advanced Studies. He passed the Level II CFA Exam in 2023.

Mitchell Healey

Consultant

Mitchell works to support clients' investment committees as well as undertaking research on fund managers.

Mitchell began working at Evergreen in May 2023, after previously working as a paraplanner providing support to financial advisers specialising in strategy development and implementation.

Mitchell holds a Graduate Diploma of Financial Planning and is a CFA level 1 candidate.

Oliver Holt

Strategic Partnerships Manager

Oliver joined Evergreen in September 2023 and is responsible for sales and partnership management

Oliver brings over 12 years business development experience, primarily in the retail insurance sector and, in particular, the Independent Financial Adviser market. Oliver has worked closely with practices throughout his time, implementing strategy and sales techniques.

Oliver completed his RG146 qualification in 2017.

Jess

Jessica Scott

Operations Manager

Jess joined Evergreen in January 2024.

She assists Angela in overseeing everyday operations to facilitate effective communication within the organisation and ensure client expectations are met.

Having worked as an Accountant in Canberra for 4 years, Jess is currently completing a Graduate Diploma of Chartered Accounting with CA ANZ.

She graduated from the Australian National University with a double degree in Commerce and Science in 2020.

Sahir Nagpal

Analyst/Programmer

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

Sahir began working with Evergreen in November 2020. Previously, he was a data analyst at AI Australia.

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

Muhammad Abubakar

Software Developer

Muhammad began working with Evergreen in March 2023.

Muhammad assists in developing Evergreen's proprietary web platforms and software as well as assisting with various projects.

Muhammad graduated from the University of New South Wales with a double degree in Computer Science and Law in 2022.

Tom Paterson

Intern

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 and Medical Science at the University of Technology.

Ramanesh Mahendran

Intern

Ramanesh joined Evergreen in January 2024 and works part-time with the team.

His role leads him to undertake a range of responsibilities, including administrative tasks, preparing and maintaining performance reports and assisting with client queries.

Ramanesh is studying Commerce and Economics at the University of New South Wales.

Sanjida Alam

Marketing Intern

Sanjida started working with Evergreen in May 2024.

Sanjida creates Evergreen's marketing content which includes web design, reports, presentations, logos and overall graphic profile. She has previously worked in various marketing related roles, specialising in digital marketing.

Sanjida is studying a double degree in Business and Information Technology, majoring in Interaction Design and Marketing at the University of Technology, Sydney.

Dr. Kingsley Jones

Asset Allocation Committee

Kingsley 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 Committee

Stephen 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 Board

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.

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.

Contact

Contact Us

Our Address

Level 5,
10 Bridge Street,
Sydney NSW 2000

Our Postal Address

PO Box 552
Royal Exchange NSW 1225

ABN and AFSL

ABN 75 602 703 202
AFSL 486275

Get in touch

[email protected]
(02) 9098 8633
+61 481006742

[email protected]
(02) 9098 8634

[email protected]
(02) 9098 8630