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-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
