Meet Your Advisors

Based in Anchorage, Alaska we provide sound financial advice and portfolio management allowing you to focus on your business, family, and personal goals with a sense of empowerment and well-being. Our investment team members have advanced degrees and professional designations, including:

Investment Team

Laura Bruce CFP®, ChFC®

Director, APCM Wealth Management for Individuals

APCM Wealth Management for Individuals 2014-Present
Alaska Permanent Capital Management 2007-Present
First National Bank of Anchorage, Trust Offi cer/Portfolio
Development 2002-2007
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Legacy Wealth Strategies, Owner/Consultant 2002-2007
Wachovia Securities, Financial Advisor/Institutional
Relationship Mgr. 1999-2003
Bank of America, VP Private Bank Portfolio Mgr. 1994-1999

University of Wisconsin-Whitewater, BBA
CERTIFIED FINANCIAL PLANNER™, American College
University for International Studies, Madrid Spain
Chartered Financial Consultant, American College
Series 65 License

Cathie Straub, CPA, CFP®

Director, APCM Wealth Management for Individuals

Alaska Permanent Capital Management 2009 – Present
Financial Resources, Inc. 1991-2009
Ernst & Young, CPAs 1985-1991

Miami University, Oxford, OH, Cum Laude BS Business (Accounting & Finance)
Certified Financial Planner
Certified Public Accountant
Series 65 License

Marietta Hall, CFP®

Financial Advisor

Alaska Permanent Capital Management 2016 – Present
Lincoln Financial Advisors, Advisor 2007-2016
Lincoln National Life, Advisor 1992-2007
KMS Financial, Advisor 2004-2007
Benefit Securities Inc., Advisor 1992-2004

Washington State University, BA Finance
University of Alaska, Anchorage
Certified Financial Planner, College for Financial Planning
Series 65 License

Kim Butler, CFP®

Financial Advisor

Alaska Permanent Capital Management 2014 – Present
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

Travis Gularte

Financial Advisor

Alaska Permanent Capital Management 2018 – Present
Charles Schwab, Financial Consultant 2013-2017
Wells Fargo Bank, Private Banker 2012-2013

University of Phoenix, BBA Finance

Connor Michael

Associate Financial Planner

APCM Wealth Management for Individuals 2018-Present
Alyeska Ski Club Freeskiing Team, Program Director/Head Coach 2017-Present
Naniq Global Logistics, Technical Specialist 2016-2018
Alaska Mental Health Trust Authority, Trust Land Office, Intern 2015-2015
Boslough Construction, Summers 2012-2014

Western State Colorado University, BBA

Mary Kate Herndon, FPQP™

Client Service Assistant

Alaska Permanent Capital Management 2011-Present
University of Alaska Anchorage, BA Psychology

Financial Paraplanner Qualified Professional™

Krista Dennison

Client Service Assistant

Alaska Permanent Capital Management 2018 – Present

Wesleyan University, BA in Russian and Soviet Studies

Blog Posts

A $500 Billion Tax

Did the title grab your attention? As I write this article the sun is shining, there’s not a cloud in the sky, it’s the ides of April, and the 90th day of Alaska’s statutory legislative session.  It’s enough to make a formerly-young-man’s thoughts turn to taxes. However, I’m not thinking about federal taxes (more on […]
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Guest Author – Aaron Sperbeck

Legal and Ethical Challenges Associated with Mental Health in the Last Frontier: A Primer for Alaskan Families Alaska is home to over 739,000 people from many different and unique walks of life.[1] Mental health continues to be a matter of public concern in Alaska’s ever-growing and aging population.  In 2014 alone, more than 33,000 Alaskans […]
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New Opportunities for APCM’s Clients

It’s a challenging market, but at APCM we believe that there are always solutions. Our team continuously scans the broader financial industry to find new opportunities for our clients. There are some key advancements that our investment team has been monitoring (which you can read about here and here), but the focus today is on […]
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