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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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
Jasmine Gilpin
Associate Financial Advisor
APCM Wealth Management for Individuals 2018-Present
Alaska Permanent Capital Management, Intern Spring 2018
Near Island Coffee, Manager 2012-2017
University of Alaska Southeast, Magna Cum Laude BBA Business Administration and Accounting
Connor Michael
Associate Financial Advisor
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™
Operations Manager
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
