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

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

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

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Blog Posts

Redefining Risk

Nov 7, 2018

What a month October was. Markets went in a direction that made investors pause, and volatility (often considered the market term for “risk”) dominated the headlines.  At APCM, investment team members spent our time digesting economic and financial market data to look beneath the headlines and determine if these movements materially impacted our current outlook […]
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Fraud, protecting people you love

Oct 31, 2018

A client called recently with excitement to alert us to his $1,000,000+ gaming winnings he was expecting to receive and the need to pull cash from his retirement assets to cover the fees he had to pay to collect.  He had no Power of Attorney on file, but we did have a family member’s name […]
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A Sandwich of Care

Oct 24, 2018

Like many of you, I find myself sandwiched between parenting my 6 and 11-year-olds while caring for my 80+ year old mom with dementia.  That’s my Mom beaming with her completed write-in ballot while my oldest is on the computer behind her.  We live this “Sandwich Generation” concept every day at my home. There is […]
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