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
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 Financial Analyst®
Chartered Alternative Investment Analyst®
Series 65 License
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
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
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 Solutions
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®
Mickela Covieo
Institutional Client Relationship Manager
Alaska Permanent Capital Management 2021 – Present
British Petroleum, Information and Data Controls Manager 2010-2020
University of Alaska Fairbanks, Summa Cum Laude, Master of Business Administration
University of Alaska Fairbanks, BBA in Finance
Top 40 Under 40, Alaska Class of 2019
Certified Quality Auditor (CQA), ASQ
Certified Manager of Quality Organizational Excellence (CMQOE), ASQ
Certified Quality Improvement Associate (CQIA), ASQ
Certified Professional Supply Management (CPSM), ISCM
Certified Nutritionist (CN), NASP
Operations and Compliance
Kirsten Halpin, CFA®, CAIA®, FRM®
Vice President, Director of Operations
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®
Kim Butler, CFP®
Compliance Officer
Alaska Permanent Capital Management 2021 – Present
Alaska Permanent Capital Management 2014 – 2020, Financial Advisor
MacroTrend Strategies, Financial Planning Assistant 2013-2014
Charles Schwab & Co., Registered Representative 2011-2013
University of Alaska Anchorage, BBA Finance
Golden Gate University, MS Financial Planning
CERTIFIED FINANCIAL PLANNER™
