Investment Team

Investment 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.

Operations & Administration

Evan Rose

Chief Executive Officer

Blake Phillips

CFA®, Director of Institutional Solutions, Vice President

Lindsey Cashman

Client Relationship Manager

Kirsten Halpin

CAIA®, CFA®, Director of Operations, FRM®, Vice President

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

CAIA®, CFA®, 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

CFA®, Senior Investment Analyst

Ryan Navrot

Investment Analyst

Michael Ross

Investment Analyst

Degrees & Designations

Wondering if we’re qualified? Learn more about out teams specific certifications below


Certified Financial Analyst


Certified Public Accountant


Certified Financial Planner


Accredited Investment Fiduciary


Chartered Financial Consultant


Chartered Alternative Investment Analyst
Individual Wealth Management Team

Looking for the Individual Wealth Team?