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
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
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 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, 2012
Chartered Financial Analyst®
Certificate in Investment Performance Measurement®
Alexander Emili
Investment Analyst
Alaska Permanent Capital Management 2018 – Present
University of Connecticut, Graduate Assistant 2017 – 2018
Saint Vincent College, Corporate Finance/Investments Tutor 2016 – 2017
Saint Vincent College, Lifeguard 2014 – 2017
Saint Vincent College, BS in Math and Finance, 2013 – 2017
Nolan Cady
Operations Analyst
Alaska Permanent Capital Management 2017-Present
Alaska Permanent Capital Management, Intern 2016-2017
UAA Human Resource Services, Administrative Assistant 2016
Fairbanks Natural Gas, Fuser 2015
Gold Dredge No. 8 Tour Company, Outdoor Operations 2013-2014
University of Alaska Anchorage, BBA Finance, 2014-2018
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®
Operations
Laurie Ford
Administrative Office Manager
Alaska Permanent Capital Management 1998 – Present
Carr-Gottstein Foods, Inc., Payroll Accountant 1994 – 1998
Owens & Turner 1988 – 1993
St. Cloud State University
