FOR IMMEDIATE RELEASE
Alaska Wealth Advisors Names Kirsten Halpin Chief Investment Officer
ANCHORAGE, AK — Alaska Wealth Advisors is pleased to announce the promotion of Kirsten Halpin, CFA®, CAIA®, FRM®, to Chief Investment Officer, effective August 19, 2026. In this newly elevated role, Halpin will lead the firm’s investment platform, philosophy, and strategy — building on the firm’s established investment discipline and on a recently expanded set of institutional-caliber capabilities now available to Alaska Wealth Advisors’ clients.
“Kirsten’s deep technical expertise alongside her passion for guiding our clients through complex markets make her the ideal Chief Investment Officer for our firm’s next stage of growth,” said Dave Valdez, Chief Strategy Officer at Alaska Wealth Advisors.
Over the past year, Halpin has led the buildout of substantially deeper investment resources behind the firm’s client work; deepening access to institutional research, expanding the range of portfolio strategies available to clients, and strengthening the analytical infrastructure supporting the firm’s advisors. Together, these capabilities position Alaska Wealth Advisors to serve significantly more complex wealth management needs — multi-entity balance sheets, concentrated positions, business-owner liquidity events, and multigenerational transfers — while keeping the firm’s planning-led approach at the center of every client relationship.
As Chief Investment Officer, Halpin will oversee four core areas of the firm’s investment platform:
- Investment Philosophy — Defining and owning a distinct investment philosophy tailored to Alaska Wealth Advisors’ clients and advisors, drawing selectively on expanded institutional research rather than adopting an outside framework wholesale.
- Advisor Development — Giving the firm’s advisors direct access to the firm’s investment thinking and to a broader base of research, strategy is communicated with depth and consistency in every client conversation.
- Platform and Product Governance — Leading due diligence and oversight of the firm’s expanded investment lineup, third-party partnerships, and the strategies made available to clients.
- Client and Community Engagement — Serving as the firm’s investment voice with clients, prospects, centers of influence, and the broader community, reinforcing confidence through transparent communication about how portfolios are built, how decisions are made, and what current markets mean for long-term plans.
Halpin’s promotion reflects Alaska Wealth Advisors’ continued investment in its people and its capabilities as the firm scales toward its next stage of growth.
Halpin joined Alaska Permanent Capital Management in 2015, serving in various roles across the investment and operations teams before transitioning to Director of Investments for Alaska Wealth Advisors in 2025, where she oversaw the firm’s investment offerings and portfolio trading. Known for her ability to communicate complex financial concepts with clarity, Halpin holds the Chartered Financial Analyst®, Chartered Alternative Investment Analyst®, and Financial Risk Manager® designations, and earned her MBA in Capital Markets and BBA in Finance from the University of Alaska Fairbanks.
Beyond her role at Alaska Wealth Advisors, Halpin has served as an adjunct professor at Alaska Pacific University, where she helped prepare the next generation of financial professionals, and served as Treasurer for the Anchorage Community Land Trust board.
For more information about Alaska Wealth Advisors, visit akwealthadvisors.com.
Media Contact
For any inquiries, please reach out to Vladislav Finko, Marketing Strategist at Alaska Wealth Advisors, at [email protected].
Alaska Wealth Advisors is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Alaska Wealth Advisors’ investment advisory services can be found in its Form ADV Part 2 and/or Form CRS, which is available upon request.
