Angela Ashton
Founder & Director

Angela co-founded Evergreen Consultants in early 2016 and has 25 years experience in investment markets. She has held senior investment roles at QIC, and was Head of Ratings at van Eyk Research and General Manager - Managed Funds Research at IWL Ltd (CommSec). She has contributed to the industry through serving on a number of committees including Hedge Funds Rock, and was a Board Member of IMCA for 9 years. Angela has also assisted in the development and delivery of course content for a number of DFP subjects through Kaplan.

Angela holds a Bachelor of Science, Bachelor of Economics, Graduate Diploma of Applied Finance and Investment and Masters of Commerce (Finance). She is a Fellow of FINSIA, a member of the Economics Society and has completed the CIMA qualification.


Brett Baker
Founder & Director

Brett co-founded Evergreen Consultants in early 2016 and has 20 years experience in financial services. During that time, he has worked with a number of organisations in a sales capacity including Citigroup, UBS and Dresdner Bank.

Brett holds a Bachelor of Business, a Graduate Diploma in Applied Finance and Investment, as well as a Masters of Business Administration.


David Cohen
Senior Analyst

David joined Evergreen in early 2019. He has 20 years of industry experience. He began his career with Colonial First State and Perpetual, before working in London with Aviva Investors and Capital International. Most recently, he was a Senior Investment Analyst at Atrium Investment Management where he conducted fund research and established their managed account services.

David holds both the CFA designation and the CAIA designation.

Dr Peter Mavromatis
Consultant

Mav joined Evergreen in late 2018. He is a senior investment professional with 20 years of experience across the financial market spectrum. Previously, Mav was Chief Investment Officer at Beulah Capital Pty Ltd where he ran direct equities and multi-asset portfolios. Prior to this, his positions include Macro Strategist and Head of Research at Investorfirst Ltd, 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 the validation of USAGE – a dynamic computable general equilibrium model of the US economy.

Mav holds a PhD in Economics.


Maximilian Mulholland-Licht
Analyst

Max joined Evergreen in early 2017. He undertakes qualitative fund manager analysis and assists in portfolio construction for Evergreen's range of models. He also supports many of Evergreen's client Investment Committees and is well-known to our clients. 

A recent graduate, Max is working towards further qualifications in Finance at the University of Technology, Sydney.


Andrew Radosavic
Analyst

Andrew has been with Evergreen since June 2018. He assists the team in both a qualitative and quantitative capacity, undertaking fund manager research, reporting and supporting our client Investment Committees.

Andrew holds a Bachelor of Science (Physics) from UNSW, Sydney.


michael houlihan 294x294 bw

Raynold Chen
Office Admin

Raynold joined Evergreen in 2018 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.

Raynold is currently undertaking a Bachelor of Accounting at Macquarie University.

 

Dr. Kingsley Jones
Asset Allocation Committee

Kingsley became an independent member of the Evergreen Asset Allocation Committee at its inception in early 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 Duchesne
Asset Allocation Committee

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.