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 Officer/Portfolio
Development 2002-2007
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Legacy Wealth Strategies, Owner/Consultant 2002-2007
Wachovia Securities, Financial Advisor/Institutional
Relationship Mgr. 1999-2002
Bank of America, VP Private Bank Portfolio Mgr. 1994-1999

University of Wisconsin-Whitewater, BBA
University for International Studies, Madrid Spain

CERTIFIED FINANCIAL PLANNER™, American College
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

Meghan Carson, CPA

Associate Financial Advisor

APCM Wealth Management for Individuals, Associate Financial Advisor, 2019 – Present
Thomas, Head & Greisen, PC, Staff Accountant 2017-2018, Senior Staff Accountant 2018-2019
The Moose’s Tooth, Bartender & Cashier, 2014-2016
Alaska Permanent Capital Management, Intern, 2016
Alaska Department of Revenue – Tax Division (Economic Research Group), College Intern IV, 2015-2016
UAA Department of Economics, Teaching & Research Assistant 2014-2015
Kanady Chiropractic Center, Insurance Manager/Assistant Office Manager, 2007-2016

University of Alaska Anchorage, BBA Accounting
University of Alaska Anchorage, BA Economics

Certified Public Accountant
Series 65 License

Nic Cohen

Associate Financial Advisor

APCM Wealth Management for Individuals 2019-Present
Alaska USA Financial Planning & Investment Services (Series 66 with CUNA Brokerage), Financial Advisor Assistant 2017-2019
Denali Federal Credit Union Investment Services (Series 66 with CUSO Financial), Registered Financial Assistant 2016-2017
Waddell & Reed, Financial Advisor 2016
AXA Advisors, Financial Advisor 2015

Northern Arizona University, BSBA Finance
Series 66 License

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
Boslough Construction, Summers 2012-2014

Western State Colorado University, BBA

Series 65 License

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

Cally Eberhardt

Operations Specialist

APCM Wealth Management for Individuals 2019 – Present
First National Bank Alaska Wealth Management Department 2007 – 2019

 

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

Blog Posts

Where do you want to be in 2021?

Another January has rolled around bringing with it a fine dumping of snow, seasonally appropriate temperatures, and the beginning of another legislative session with the concomitant budget battle. I won’t to be talking about any of these things- they’ll wait. Instead, I want to talk about the end of 2020; eleven and half months from […]
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Ringing in the New Year with the SECURE Act

Last summer, I outlined the major changes possibly being advanced by a new law awaiting passage by Congress, the Setting Every Community Up for Retirement Enhancement (SECURE) Act. As you may recall, the act overwhelmingly passed the House in May of 2019 and was expected to speedily make its way through the Senate, but instead […]
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Taking the Win at the End of the Decade

The end of 2019 is upon us and we can celebrate the fact that Alaska’s economy spent most, possibly all, of the year out of recession. The bad old days of 2016 and early 2017 when we were losing jobs at an annualized rate of two to two and half percentage points (roughly 8,000 jobs […]
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