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: Chartered Financial Analyst® (CFA®) Certified Public Accountant (CPA) CERTIFIED FINANCIAL PLANNER™ (CFP®) Accredited Investment Fiduciary® (AIF®) Chartered Financial Consultant® (ChFC®) Chartered Alternative Investment Analyst® (CAIA®) Operations & Administration Evan Rose, Chief Executive Officer Blake Phillips, CFA®, Vice President, Director of Institutional Solutions Mickela Covieo, Institutional Client Relationship Manager Kirsten Halpin, CFA®, CAIA®, FRM®, Vice President, Director of Operations Kim Butler, CFP®, Chief Compliance Officer Tanya Masley, Office Manager Investment Team William Lierman, CFA®,Chief Investment Officer, Fixed Income Brandy Niclai, CFA®,Chief Investment Officer, Multi-Asset Strategies Richard Cochinos, CFA®, CAIA®,Senior Portfolio Manager Vinay Sharma, CFA®, CIPM®,Senior Portfolio Manager Paul Hanson, CFA®,Senior Portfolio Manager Joel Allen,Investment Analyst Charles Scott,Investment Analyst Jack Straub,Investment Analyst Looking for the Individual Wealth Team? Click Here