Meet Joel Allen, Investment Analyst - Alaska Wealth Advisors


Meet Joel Allen, Investment Analyst

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You may remember reading about me last year when I had the pleasure of serving as the fall 2019 intern for the Individual Wealth Management team here at APCM. Since that time, I completed my BBA in finance (with a minor in economics) at UAA. I had such a positive experience as an intern that when the opportunity to join the Institutional team arose, I had no hesitation in applying. My new role is mainly focused on operations, including trade processing and settlement, and assisting in the preparation of client deliverables. It has certainly been a unique experience joining the firm in the midst of the Covid-19 pandemic; however, the onboarding process has been surprisingly smooth. In the few months that have passed since I joined the team full time, I have greatly appreciated the professionalism, hard work, and dedication to serving our clients that is apparent in each of my coworkers.

When I’m not working, I can often be found riding my motorcycle, hiking, or doing just about anything else outdoors. I am also preparing to study for the Chartered Financial Analyst level 1 exam, and I am excited for the challenge that will bring.

Alaska has always been and will always be my home, and I am looking forward to my future with Alaska Permanent Capital Management.

Joel Allen
Investment Analyst


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