Bryceson Robert Charlton
Analyst-Equity at Progressive Investment Management Corp.
Profile
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.
Bryceson Robert Charlton active positions
| Companies | Position | Start |
|---|---|---|
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 | - |
Former positions of Bryceson Robert Charlton
| Companies | Position | End |
|---|---|---|
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 | 2012-05-31 |
Training of Bryceson Robert Charlton
| University of Oregon | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 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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