Institutional

Paris is a Corporate Access Specialist for E&P, joining the firm in 2021.

Through her role she assists with facilitating information flow between Australian listed and unlisted companies and institutional investors, both domestic and offshore. The team facilitates this flow of information through originating and executing roadshows ― both non-deal and investor trips, thematic roundtables and briefings, conferences and desk briefings.

Prior to her time with the firm, Paris spent 10 years in the Corporate Access team at Bank of America and has extensive experience in Corporate Event Management.

Czarlette is the Corporate Access Specialist for E&P, having initially joined the Corporate Access team of Evans and Partners in 2018.

In her role as Corporate Access Specialist, she assists with facilitating information flow between Australian listed and unlisted companies and institutional investors, both domestic and offshore. The team facilitates this flow of information through originating and executing roadshows ― both non deal and investor trips, thematic roundtables and briefings, conferences and desk briefings.

Prior to her time with the firm, Czarlette spent seven years working globally in corporate events with clients across multiple industry sectors, including financial and professional services, IT, construction and property, tobacco, hospitality and gaming, retail, and food and beverage. She initially commenced her career in HR and recruitment, before choosing to pursue her interest and passion in event and project roles.

Czarlette has completed a Bachelor of International Business / Bachelor of Arts at the University of Western Sydney.

Taylor is an associate director in charge of the E&P Institutional middle office located on the Sydney desk, having initially joined Evans and Partners in 2020 to take up her current role in the Sydney office.

She is an operations specialist with 10 years’ experience supporting the Institutional Business and leading cross-functional teams to bring about fundamental change and improvement in client solutions, strategy, process, and profitability. Prior to her time at GS Australia, Taylor has significant international experience having worked for Goldman Sachs, UBS and Deutsche Bank in the UK for more than 5 years.

Taylor drives performance, efficiency and profitability with her team and clients at every touch point, through innovation, strong relationships and trust.

Taylor holds a Bachelor of Economics, majoring in Economics and Marketing from The University of Sydney and a Graduate Diploma in Information Technology from the University of Technology Sydney. She is also a CFA Candidate.

Simon is an Associate Director,  Institutional Operator with E&P, having initially joined Evans and Partners in 2016 as a designated trading representative, executing trades for the institutional desk.

He has worked in financial markets for more than 15 years, originally started his career with JBWere in Melbourne executing trades on behalf of retail and institutional clients. Simon then moved to Sydney and joined Goldman Sachs Australia – Institutional Equities where he became an executive director, executing trades, using algorithms, supporting facilitation and the portfolio trading desk.

Simon holds a Bachelor of Business and Bachelor of Arts from Deakin University.

Mark is an Institutional Operator within E&P, having initially joined Evans and Partners in 2016 as a designated trading representative, where he is involved with executing trades for the institutional desk.

He has more than 15 years’ experience in the equities market, predominantly at JBWere and Goldman Sachs as an executive director in the Institutional Equities business. Responsibilities over the time included execution, facilitation, portfolio trading and sales, providing broad experience across the institutional space.

Mark has a Bachelor of Business from Victoria University as well as a Graduate Diploma in Finance and Investment and Diploma in Financial Planning from Kaplan.

Alex is a Director within the Institutional Trading division of E&P, having initially joined Evans and Partners in 2012. Alex began his career as an operator in Melbourne before moving to Sydney where he services international and domestic institutional clients as a Sales Trader.

He holds a Bachelor of Commerce from Deakin University majoring in Economics and is currently completing a Graduate Diploma of Applied Finance.

Stuart is the Head of International Sales Trading for E&P, having joined Evans and Partners in 2020. He has worked in the stockbroking industry for more than 20 years.

Stuart started his career at Macquarie Bank where he spent 16 years between their Sydney and Hong Kong offices in a variety of role, including equity finance, proprietary trading, facilitation trading and sales trading. After Macquarie Bank, Stuart then spent five years in Hong Kong with Nomura Securities as an executive director on the regional sales trading desk, prior to moving back to Sydney to join E&P.

Stuart has a Bachelor of Accounting from the University of Technology and an Advanced Graduate Diploma in Psychology from Monash University.

Bill is an Executive Director within the Institutional Equities Sales division of E&P, having initially joined Evans and Partners in 2017 to take up his current role in the Sydney office. He is highly experienced across both global and domestic equity markets.

He originally started his finance career at NAB and then spent 17 years at JBWere and Goldman Sachs in a variety of roles across the buy-side and sell-side in the Melbourne, Hong Kong and Sydney offices.

Bill holds a Bachelor of Engineering in Chemical Engineering (Honours) and a Bachelor of Commerce majoring in Economics from Monash University. He is also a CFA Charterholder.

Steve is an executive director within the Institutional Equities Sales division of E&P, having joined Evans and Partners in 2021 to take up his current role in the Melbourne office.

Steve originally started his career at JB Were in Melbourne and has more than 20 years industry experience, having worked across futures markets, managed funds and Australian and international equities. Based in Hong Kong for 10 years with ABN AMRO and then Deutsche Bank, Steve covered Asian institutions investing in Australian equities, before returning to Australia to manage Deutsche Bank’s Melbourne Institutional Equities desk. Most recently, he spent two years at CLSA in Melbourne servicing equity clients in Asia and Melbourne.

Steve holds a Bachelor of Commerce from the University of Melbourne, has completed his Master of Applied Finance at Macquarie University and is a CFA Charterholder.

Anna is an executive director within the Institutional Equities Sales division of E&P, having joined the team in August 2021. She has worked in equity markets for 24 years.

Anna initially commenced her career at Ferrier Hodgson in corporate reconstruction, followed by a move into Equities Research with CSFB. She then moved into Institutional Equities Sales at ABN AMRO which took her to London. Anna then joined CLSA UK to set up its Australian business and on returning to Australia, joined Bank of America as a Director of Institutional Equities Sales, before taking up her current role.

She holds a Bachelor of Business, majoring in Finance and Accounting from the University of Technology in Sydney.

Sam is a Managing Director within the Institutional Equities Sales division of E&P, having initially joined Evans and Partners in 2014 to take up his current role in the Sydney office.

He originally started his career at JB Were in Melbourne, where he worked for 18 years in a variety of roles including equity derivatives, equity research and institutional equity sales. During this time, he had stints in both New York and London and in 2010 Sam moved to Sydney to take up a role with Bank of America Merrill Lynch, as Head of Equity Sales.

Sam holds a Bachelor of Commerce (Honours) from the University of Melbourne and is a CFA Charterholder.

Tanya is Executive Director, Head of Corporate Access at E&P, having initially joined Evans and Partners in 2017 in the same role. She has over 20 years’ experience in financial markets.

She originally started her career at Merrill Lynch (now BofAML) where she spent over 17 years working in various divisions including Investment Banking and Marketing, where she was promoted to head up the Events team.

In 2006 Tanya was transferred to London to form part of the firm’s Corporate Access team, undertaking various roles including Head of the Investor Roadshow product, second in charge for Conferences and the lead Emerging Markets Originator working with complex regions as Saudi Arabia, Israel, Turkey, UAE and Russia. In 2009 Tanya was requested back to Australia and tasked with building BofAML’s domestic Corporate Access business as Vice President, Head of Corporate Access.

She enjoys developing strong relationships with companies, both domestically and offshore and offering this network to help institutional funds build out investment theses.

Tanya holds an Executive Masters of Business Administration with the Australian Graduate School of Management at the University New South Wales, graduating with Excellence.

Adam is Managing Director, Head of Sales Trading at E&P, having initially joined Evans and Partners in 2015. He has worked in equities markets for more than 20 years.

He initially commenced his career as a sales trader for Macquarie Bank for ten years, with various dedicated roles including portfolio trader and small-cap sales trader.

Adam then moved to CLSA from Macquarie, to establish their Australian Equities business and spent the next seven years building it from a start-up office to an established top-tier firm in the Australian broking industry.

Alex is Managing Director, Head of Institutional Equities at E&P, having initially joined Evans and Partners in 2014. He has worked in financial markets for more than 23 years.

He originally commenced his career with Morgan Stanley in London and then joined JBWere as an adviser in the Private Wealth Management division, providing investment advice across all asset classes to high-net-worth and institutional clients.

Alex was made an executive director at Goldman Sachs JBWere running equities advisory within the Institutional Wealth business. In 2010 he joined the BofAML Institutional Equities business as a senior member of the Australian Research sales team, before taking up his current role.

He holds a Bachelor of Economics (Honours) from the University of Sydney and has a Graduate Diploma of Applied Finance and Investment (FINSIA). He is also SDIA accredited and has an Accredited Derivatives Adviser Level 2 qualification.