Meet the Team

With more than 200 years of combined experience in the financial services industry, members of the APCM team work on your behalf. Our investment team members have advanced degrees and professional designations, including:

D1A0727

Administration

Evan Rose

Chief Executive Officer

Alaska Permanent Capital Management 1998 – Present
Dain Rauchscer, Inc., Vice President, Corporate Finance 1991 – 1998
Pacific Securities, Vice President, Corporate Finance 1987 – 1990

University of Washington, MBA
University of Oregon, BS, Finance
Series 65 License

Julee Farley, CPA, CFA®

Chief Compliance Officer

Alaska Permanent Capital Management 2004-Present
Arctic Slope Consulting Group 2003
Cook Inlet Region, Inc. 1998-2002
KPMG International 1996-1998

University of Alaska Fairbanks, MBA
University of Houston, BS Mathematics
Certified Public Accountant
Chartered Financial Analyst®

Investment Team

William Lierman, CFA®

Chief Investment Officer, Fixed Income

Alaska Permanent Capital Management 2002-Present

Western Washington University, BA Economics/Chemistry
Chartered Financial Analyst®

Brandy Niclai, CFA®

Chief Investment Officer, Multi-Asset Strategies

Alaska Permanent Capital Management 2005-Present
Wachovia Securities, Financial Advisor 2000-2005
WAVE Wholesale Co., LLC, Human Resources Manager 1998-2000
Washington State University, Cum Laude BA Business Administration
More


University of Alaska, MBA
Series 65 License
Chartered Financial Analyst®

Richard Cochinos, CFA®, CAIA®

Senior Portfolio Manager

Alaska Permanent Capital Management  2020-Present
UBS, Executive Director, Head of Macro Sales and Trading Content, 2017-2020
Citibank, Director, European Head of G10 FX Strategy, 2013-2017
Bank of America-Merrill Lynch, Vice President, FX Strategist, 2006-2013

Northwestern University, MA Economics
University of California Santa Cruz, BA Mathematics

Chartered Finical Analyst
Chartered Alternative Investment Analyst

Vinay Sharma, CFA®, CIPM®

Senior Portfolio Manager

Alaska Permanent Capital Management 2017-Present
McKinley Capital Management, Manager, Performance Evaluation and Institutional Client Service 2011-2017

University of Phoenix, B.S. Business Administration conc. Finance
Chartered Financial Analyst®
Certificate in Investment Performance Measurement®

Paul Hanson, CFA®

Portfolio Manager

Alaska Permanent Capital Management  2018-Present
McKinley Capital Management, Portfolio Manager  2000-2017
Alaska Permanent Fund, Investment Associate 1997-2000

University of Pennsylvania, The Wharton School, BS, Economics
University of Alaska Southeast, MBA
Chartered Financial Analyst®

Joel Allen

Investment Analyst

Alaska Permanent Capital Management August 2020 – Present
Alaska Permanent Capital Management, Intern September 2019 – December 2019
Sportsman’s Warehouse (Part Time) Sales Associate   July 2016 – June 2018

University of Alaska Anchorage, Magna Cum Laude BBA Finance

Charles Scott

Investment Analyst

Alaska Permanent Capital Management May 2019 – Present
Alaska Permanent Capital Management, Intern May 2018 – May 2019
Lowes Customer Service (seaonal) Summer 2017
Airport Equipment Rentals (seasonal) –  Summer 2014 & 2015
Langston Family Foundation 2014 – Present

University of Alaska Anchorage, BBA Finance

 

Jack Straub

Investment Analyst

Alaska Permanent Capital Management July 2020-Present
Alaska USA Federal Credit Union, Financial Analyst June 2019-July 2020
Alaska Permanent Capital Management, Intern September 2017-May 2018

University of Alaska Anchorage, BBA Finance minor in Economics

Client Relations

Blake Phillips, CFA®

Vice President, Director of Institutional Sales

Alaska Permanent Capital Management 2017-Present
Oksenholt Asset Management 2015-2016
Philadelphia Financial Management of San Francisco, Partner/Portfolio Manager 2008-2013
Fox-Pitt, Kelton, Analyst 2004-2008

University of Colorado at Boulder, BS Finance
Chartered Financial Analyst

Allison Capps

Client Relationship Manager

Alaska Permanent Capital Management, August 2020 – Present
McKinley Capital Management, Sales Associate, 2017-2020
Northwend Foods, Accounts Payable, 2017
GCI Alaska, Financial Planning and Analysis Intern, 2016
Waddell & Reed, Advisor Assistant, 2015-2016
Station Casinos, Operations Analyst Intern, 2015-2016
Allegiant Tour Company, Financial Analyst Intern, 2015

University of Las Vegas, B.S.B.A International Business Finance
University of Nevada, Las Vegas, B.A. Spanish

Operations

Kirsten Halpin, CFA®, CAIA, FRM®

Senior Investment Analyst​

Alaska Permanent Capital Management 2015 – Present​
McKinley Capital Management 2015

University of Alaska Fairbanks, MBA, BBA Business Administration
Chartered Financial Analyst®
Chartered Alternative Investment Analyst
Financial Risk Manager