Institutional

Claudia is Corporate Access Coordinator for E&P, having initially joined Evans and Partners in 2019. In her role she assists with executing duties in the Corporate Access business, whilst also providing a high level of confidential and efficient administrative support to the Head of Institutional Equities.

Prior to this role, Claudia spent three years with E&P Funds division, where she supported the senior management team. During that period, Claudia assisted with and organised a number of events and asset site tours for several funds.

Claudia immigrated to Australia from South Africa in 2014 and her previous roles include administration at an early learning centre and Front Office Manager at a boutique health spa.

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 and 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.

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.

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.

Alex is an institutional adviser with E&P, having initially joined Evans and Partners in 2012 where he first began his career as an operator.

In this role, Alex provided operational support to the sales traders dealing with the firm’s institutional clients. After three years Alex then moved to the Sydney Institutional team as a sales trader, servicing the domestic client base.

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

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.

Martin is an Executive Director within the Institutional Equities Sales division of E&P, having initially joined Evans and Partners in 2009. He has worked in financial markets for more than 20 years.

He originally commenced his career with Goldman Sachs JB Were in Melbourne where he worked within the Institutional Equities division and eventually moved to New York in a sales trading capacity on secondment to Goldman Sachs, where he became an executive director.

He holds a Bachelor of Commerce from Deakin University and a Graduate Diploma in Applied Finance from the Securities Institute of Australia.

Tim is an Executive Director within the Institutional Equity Sales division of E&P, having initially joined Evans and Partners in 2008 as a founding partner. He has worked in the stockbroking industry for more than 25 years.

He spent 14 years at Macquarie Bank as an institutional equities adviser where he managed the Equities division in Melbourne. After moving to London with Macquarie Tim then returned to Australia to take up a role on the institutional sales desk of Goldman Sachs JB Were, before taking up his current position.

Tim has a Bachelor of Economics from Monash University.

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.

Jeremy is an Executive Director, within the Institutional Equities Sales division of E&P, having initially joined Evans and Partners in 2018. He is responsible for hedge funds sales for the Institutional Equities team, bringing more than 20 years’ experience in global financial markets in Australia, Hong Kong and London to his role.

Prior to joining the firm, Jeremy was Managing Director at Morgan Stanley in Hong Kong and at UBS, where over 15 years he was involved in hedge fund and derivative sales as well as proprietary trading, working in Sydney and London. He also co-founded a start-up hedge fund, MST Capital.

Jeremy has extensive experience in managing large equity portfolios across a number of different hedge fund strategies, including fundamental long/short, event driven and risk arbitrage, as well as exposure to derivative trading, hedge fund sales, proprietary trading and risk management.

He has a Bachelor of Business, majoring in Banking and Finance from Monash University and a Bachelor of Arts, majoring in Economics and Philosophy, from the University of Melbourne.

Sam is an Executive 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 nearly 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 20 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.