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:
Operations & Administration
Evan Rose,
Chief Executive Officer
Blake Phillips, CFA®,
Vice President, Director of Institutional Solutions
Kirsten Halpin, CFA®, CAIA®, FRM®,
Vice President, Director of Operations
Kim Butler, CFP®,
Chief Compliance Officer
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, CFA®, CAIA®,
Senior Portfolio Manager
Vinay Sharma, CFA®, CIPM®,
Senior Portfolio Manager
Paul Hanson, CFA®,
Senior Portfolio Manager
Joel Allen,
Investment Analyst
Charles Scott,
Investment Analyst
