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.

Michiel joined Evergreen in October 2024. He chairs and sits on client investment committees, co-manages the multi-asset model portfolios and managed accounts, and supports the manager research efforts. He’s also an alternate member of the Evergreen Asset Allocation Committee.

With 25 years in investment management, Michiel made the move to asset consulting in 2019, using his direct experience to evaluate which managers really stand out. Before Evergreen, he led Alternative Investments at Frontier Advisors. He has also held senior roles like Director at Deloitte, Division Director at Macquarie Bank, and Managing Director at QIC. Michiel began his career in The Netherlands, working at the Dutch Railway Pension Fund, ABN AMRO, and Aegon Asset Management.

Michiel holds a Master’s degree in Financial Econometrics from Erasmus University Rotterdam and is a CFA Charterholder.

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 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 has passed the August 2024 level 3 CFA exam and is currently working towards his CFA designation.

Tom joined Evergreen in October 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 graduated from the University of Technology Sydney with a Bachelor of Business majoring in Finance, in 2024.

Dylan 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.