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
More
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
Certified Divorce Financial Analyst
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
Meghan Carson, CPA, CFP®
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
Certified Financial Planner
Series 65 License
Connor Michael
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
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
Wenwen Dong, CFP®
Associate Financial Advisor
APCM Wealth Management for Individuals 2020 – Present
AIG Retirement Services, Financial Advisor 2020
Empower Retirement, Retirement Plan Advisor 2019
Vanguard Group, Retirement Plan Representative 2016-2019
Transamerica Life Insurance Inc, Insurance Agent 2015-2016
University of Oregon, M.A.
University of Wuhan, B.A. Biotechnology
Certified Financial Planner
Life Insurance
Leah Ricks
Associate Financial Advisor
APCM Wealth Management for Individuals, Associate Financial Advisor, 2020 – Present
All Alaska Tours, Product Manager 2015 – 2020
University of Alaska Fairbanks, MBA
Western Washington University, BA Economics
Series 65 License
Kelsey Rising
Associate Financial Advisor
APCM Wealth Management for Individuals 2021 – Present
BP Exploration Alaska, Supply Chain Management 2010 – 2020
University of Nevada – Reno, BS Business
Certified Professional in Supply Management (CPSM)
Series 65 License
Amber Frizzell, AIF®
Director of Operations and Marketing
APCM Wealth Management for Individuals 2020 – Present
Alaska Permanent Capital Management 2013 – 2020
Alaska Humanities Forum, Project Director 2009 – 2013
Whitworth University, BA Business
Management/International Business
Accredited Investment Fiduciary®
Mary Kate Herndon, FPQP™
Operations Manager
Alaska Permanent Capital Management 2011-Present
University of Alaska Anchorage, BA Psychology
Financial Paraplanner Qualified Professional™
Krista Dennison
Operations Specialist
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
Kim Butler, CFP®
Compliance Officer
Alaska Permanent Capital Management 2021 – Present
Alaska Permanent Capital Management 2014 – 2020, Financial Advisor
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
