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:
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-Assets 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
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Series 65 License
Chartered Financial Analyst
Jeff Pantages, CFA®
Senior Vice President, Investments
Alaska Permanent Capital Management 2005 – Present
Members Capital Advisors, Senior Vice President, Director of Fixed Income 1998 – 2004
Security Benefit Group, Senior Vice President, Chief Investment Officer 1992 – 1998
Prudential Insurance, Managing Director 1985 – 1992
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Massachusetts Institute of Technology, MBA
University of Wisconsin, MA
Simon Fraser University, BA
Chartered Financial Analyst
Jason L. Roth
Senior Vice President, Investments
Alaska Permanent Capital Management 2011 – Present
First National Bank Alaska 1979 – 2011
SVP & CFO, Anchorage, AK 1992 – 2011
Comptroller, Anchorage, AK 1987 – 1992
Area VP, Southeast Alaska, Juneau, AK 1983 – 1987
University of Arizona, BS Business Administration
Vinay Sharma, CFA®
Senior Investment Analyst
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, 2012
Chartered Financial Analyst®
Certificate in Investment Performance Measurement®
Kirsten Halpin
Investment Analyst
Alaska Permanent Capital Management 2015 – Present
McKinley Capital Management 2015
University of Alaska Fairbanks, MBA, BBA Business Administration
Tim Lin
Investment Analyst
Alaska Permanent Capital Management 2017-Present
Shanda Group, Investment Analyst 2015-2016
PIMCO, Credit Analyst 2011-2014
Charles River Associates, Associate 2005-2008
University of California, Los Angeles, MBA, 2009-2011
Grinnell College, BA, 2001-2005
Nolan Cady
Operations Analyst
Alaska Permanent Capital Management 2017-Present
Alaska Permanent Capital Management, Intern 2016-2017
UAA Human Resource Services, Administrative Assistant 2016
Fairbanks Natural Gas, Fuser 2015
Gold Dredge No. 8 Tour Company, Outdoor Operations 2013-2014
University of Alaska Anchorage, BBA Finance, 2014-2018
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
Amber Frizzell, AIF®
Vice President, Director of Client Relations
Alaska Permanent Capital Management 2013 – Present
Alaska Humanities Forum, Project Director 2009 – 2013
Whitworth University, BA Business
Management/International Business
Accredited Investment Fiduciary®
Operations
Laurie Ford
Administrative Office Manager
Alaska Permanent Capital Management 1998 – Present
Carr-Gottstein Foods, Inc., Payroll Accountant 1994 – 1998
Owens & Turner 1988 – 1993
St. Cloud State University
