Bryceson Robert Charlton
Analyst-Equity presso Progressive Investment Management Corp.
Profilo
Mr. Bryceson R.
Charlton, CFA, is a Director of Investments & Investment Advisor at Progressive Investment Management Corp.
Mr. Charlton serves on the Advisor Team.
He leads the Investment Team and the continued development of Progressive’s financial, environmental, social, and governance criteria.
In his role as the manager of the Progressive Equity ESG portfolio, he applies the firm's investment criteria, as well as ongoing research and monitoring.
He also helps implement Progressive’s fixed income strategy.
He has more than 10 years of experience in investment management.
He completed course work in Shanghai, China.
He is a graduate of the University of Oregon in Business.
Posizioni attive di Bryceson Robert Charlton
| Società | Posizione | Inizio |
|---|---|---|
Progressive Investment Management Corp.
 Progressive Investment Management Corp. Investment ManagersFinance Progressive Investment Management Corp. (Progressive) is an independent, SEC-registered investment adviser headquartered in Lake Oswego, Oregon. The firm was founded in 1987 as Portfolio 21 Investments, Inc. Progressive provides investment management services on a discretionary basis to individuals, retirement plans, corporations, trusts, charitable organizations, endowments, and foundations. The firm offers separately managed accounts that may invest in individual stocks and bonds, mutual funds and Exchange Traded Funds (ETFs) that uses several investment strategies. | Analyst-Equity | - |
Precedenti posizioni note di Bryceson Robert Charlton
| Società | Posizione | Fine |
|---|---|---|
The University of Oregon Investment Group
 The University of Oregon Investment Group Investment ManagersFinance The University of Oregon Investment Group (UOIG) is the state-owned investment advisor headquartered in Eugene, Oregon. Founded in 1998, UOIG provides students with the opportunity to participate in the operation of an investment management organization. The firm’s overall mission is to enhance their members’ education through learning in-depth equity research processes, valuation techniques, portfolio management, and market analysis. | Analyst-Equity | 01/06/2012 |
Formazione di Bryceson Robert Charlton
| University of Oregon | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
The University of Oregon Investment Group
The University of Oregon Investment Group Investment ManagersFinance The University of Oregon Investment Group (UOIG) is the state-owned investment advisor headquartered in Eugene, Oregon. Founded in 1998, UOIG provides students with the opportunity to participate in the operation of an investment management organization. The firm’s overall mission is to enhance their members’ education through learning in-depth equity research processes, valuation techniques, portfolio management, and market analysis. | Finance |
Progressive Investment Management Corp.
Progressive Investment Management Corp. Investment ManagersFinance Progressive Investment Management Corp. (Progressive) is an independent, SEC-registered investment adviser headquartered in Lake Oswego, Oregon. The firm was founded in 1987 as Portfolio 21 Investments, Inc. Progressive provides investment management services on a discretionary basis to individuals, retirement plans, corporations, trusts, charitable organizations, endowments, and foundations. The firm offers separately managed accounts that may invest in individual stocks and bonds, mutual funds and Exchange Traded Funds (ETFs) that uses several investment strategies. | Finance |
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