NICHOLAS CASE Senior Investment Analyst Alaska Permanent Capital Management / ALASKA PERMANENT CAPITAL MANAGEMENT / Marketing Assistant Alaska Permanent Capital Management / Alliance Capital Management / Ernst & Young / Mellon Bank Armco / Client Relations Alaska Permanent Capital Management 2007-Present First National Bank / First National Bank Alaska / National Bank of Alaska / Wells Fargo / Investments Alaska Permanent Capital Management 1995-Present Kemper Securities / Security Benefit Group / Operations Alaska Permanent Capital Management 2004-Present Arctic Slope Consulting Group / WAVE Wholesale Co. LLC / Individuals Alaska Permanent Capital Management 2009-Present Financial Resources Inc. / Present Carr-Gottstein Foods Inc. / Wachovia Securities / Prudential / GAIL GARBER Administrative Assistant Alaska Permanent Capital Management / Bank of America / ARLOU BARTLETT Securities Operations Officer Alaska Permanent Capital Management / Client Relationship Manager Alaska Permanent Capital Management / Standards Inc. / /
Country
United States / /
Facility
The American College / University of Wisconsin-Whitewater / Miami University / American College / MBA University of Houston / Accounting American Institute / Whitworth University / University of Alaska Anchorage / University of Washington / Western Washington University / University of Arizona / MBA Washington State University / MBA University of Oregon / Massachusetts Institute of Technology / University of Alaska / MA Simon Fraser University / American College University / University of Alaska Fairbanks / CFA Institute / MBA University of Wisconsin / /
IndustryTerm
financial services / /
Organization
University of Washington / American College University for International Studies / University of Oregon / St. Cloud State University / Washington State University / Financial Planner Board of Standards Inc. / Massachusetts Institute of Technology / Loan Administration / U.S. Securities and Exchange Commission / Western Washington University / University of Alaska / Alaska Industrial Development Authority / Miami University / Whitworth University / BA Business Administration / CFA Institute / Accounting American Institute of Banking LAURIE FORD Administrative office Manager Alaska Permanent Capital Management / University of Alaska Fairbanks / the American College / Center for Fiduciaries / University of Houston / University of Arizona / University of Alaska Anchorage / CFP Board / University of Wisconsin / Simon Fraser University / /
Person
Legacy Wealth Strategies / AMBER FRIZZELL / BRANDY NICLAI / MARY KATE HERNDON / Mark Air / LAURA BRUCE / JASON L. ROTH / CATHIE STRAUB / Evan Rose / WILLIAM LIERMAN / Present Dain Rauchscer / / /
Position
Chief Investment Officer Alaska Permanent Capital Management / VP Private Bank Portfolio Mgr. / Financial Advisor / Owner/Consultant / Vice President / Director of Fixed Income / Economics/Chemistry Chartered Financial Analyst / Advisor / Executive Director / Certified Financial Planner Board / Vice President / Public Finance / Vice President / Human Resources Manager / Public Accountant / Planner ™ / Area VP / Consultant / REGISTERED INVESTMENT ADVISOR / VP Finance / Vice President / Corporate Finance / Uniform Investment Adviser / Chief Executive Officer Alaska Permanent Capital Management / Project Director / CEO / Vice President / Wealth Management / Governor / CPA / Vice President / Investments / Senior Vice President / Director / Financial Consultant / Members Capital Advisors / CPA / CFA® Vice President / Managing Director / License Chartered Financial Analyst / Chartered Financial Consultant / VP / Southeast / BS Mathematics Certified Public Accountant Chartered Financial Analyst / Registered Investment Adviser / Planner / Vice President / Portfolio Manager Alaska Permanent Capital Management / Vice President / Chief Investment Officer / Trust Officer / adviser / Uniform CPA / finanCial Planner™ Certified Public Accountant / /
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