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®
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®
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
Vinay Sharma, CFA®, CIPM®
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
Chartered Financial Analyst®
Certificate in Investment Performance Measurement®
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
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®
