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
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

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

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

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

 

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

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®

Blog Posts

Leveraging Technology to Protect your Family’s Assets

Over the last year, turmoil from the pandemic, to politics, to GameStop had investors seeking out experts. We were fortunate that during this year of challenges, our clients and business partners already knew we had the technology to model portfolios that can persevere. As well-versed planners, we approached this year like we approach crafting complex […]
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Alaska Hold’Em

In my November post, I wrote the following about my expectations for early 2021: There are hard days ahead economically and socially. There are also many better days ahead economically and socially. The next 60-90 days will be very challenging, but as the light returns to Alaska, we’re also going to have the path illuminated […]
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Meet Wenwen Dong – Associate Financial Advisor

These days, I love waking up every morning and turning on Bloomberg Radio. I pay attention to earnings multiples, inflation expectations, economic forecasts, and such.  I also love to read corporate income statements and their financial rations, as well as to listen to portfolio managers decipher economic indicators.  However, this wasn’t always my story. I came […]
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