Progressive Asset Management

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Progressive Asset Management Employees

Employee
Years
Job
Industry
Lisa M. Kitchin, CFP® Lisa M. Kitchin, CFP® San Francisco Bay Area Details
Lisa M. Kitchin, CFP®'s Progressive Asset Management Experience June 2009 - November 2010
Job at First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management  November 2010 - Present
Progressive Asset Management   June 2009 - November 2010
Samasource  March 2009 - April 2010
Business for Social Responsibility  December 2008 - February 2009

Skills
Social Enterprise, Corporate Social..., Microfinance, Non-profits, Social Entrepreneurship, Research, Project Management

Education
University of California, Berkeley   2000 — 2004
B.A. Political Economy of Industrial Societies, Spanish & Portuguese

University of California, Berkeley Extension   2010 — 2012
Certificate in Personal Financial Planning

Series 7 & 66 Licenses

Phil Kirshman, CFA, CFP® Phil Kirshman, CFA, CFP® Greater Denver Area Details
Phil Kirshman, CFA, CFP®'s Progressive Asset Management Experience February 2004 - July 2008
Job Chief Investment Officer, Cornerstone Capital Group
Industry Financial Services
Experience
Cornerstone Capital Inc.  February 2014 - Present
UBS Institutional Consulting   July 2008 - February 2014
Progressive Asset Management   February 2004 - July 2008
Wachovia Securities  March 1996 - January 2004
Smith Barney  November 1992 - February 1996

Education
University of California, Santa Cruz   1983 — 1986
BA, Philosophy, Legal Studies

The Taft School   1976 — 1981
HS

Tyson Shelby Tyson Shelby Greater Boston Area Details
Tyson Shelby's Progressive Asset Management Experience November 2010 - November 2011
Job Client Systems Associate at Federal Street Advisors
Industry Financial Services
Experience
Federal Street Advisors  November 2013 - Present
Green Century Capital Management  November 2011 - November 2013
Progressive Asset Management   November 2010 - November 2011
Merrill Lynch  September 2009 - December 2009

Education
Flagler College   2006 — 2010
Bachelor of Art, Major: Accounting. Minors: Finance, Business, Religion

University of Massachusetts Dartmouth   2011 — 2011
Post Baccalaureate Certificate in Sustainable Development

Scott Olshewitz Scott Olshewitz Greater Boston Area Details
Scott Olshewitz's Progressive Asset Management Experience March 2010 - March 2011
Job Product Manager ETF/Index Services at Interactive Data
Industry Investment Management
Experience
Interactive Data  March 2011 - Present
Progressive Asset Management   March 2010 - March 2011
Citi Hedge Fund Services  February 2007 - December 2009
Pershing  May 2004 - February 2007

Skills
Hedge Funds, Mutual Funds, Financial Services, Investments, Portfolio Management, ETFs, Securities, Fixed Income, Equities, Bloomberg, Financial Markets, Investment Strategies, Financial Analysis, Corporate Actions, Trading

Education
University of Delaware
BS, Political Science

Eric Leenson Eric Leenson San Francisco Bay Area Details
Eric Leenson's Progressive Asset Management Experience August 1987 - Present
Job President at SOL Economics
Industry International Affairs
Experience
SOL Economics   2011 - Present
Christopher Reynolds Foundation   July 2008 - Present
Forum EMPRESA   January 1998 - Present
Instiuto Ethos   January 1997 - Present
Progressive Asset Management   August 1987 - Present
Progressive Asset Management   January 1987 - December 2008
La Peña Cultural Center  1975 - 1980

Education
   1984 — 1986
MBA

   1966 — 1970
BA, International Affairs

Universidad de Chile
Fulbright Scholar

Catherine Cartier Catherine Cartier San Francisco Bay Area Details
Catherine Cartier's Progressive Asset Management Experience 1987 - November 2012
Job President, Board Chair at Progressive Asset Management, Inc.
Industry Financial Services
Experience
Progressive Asset Management, Inc.   December 2012 - Present
Camejo Group   October 2009 - Present
Progressive Asset Management   1987 - November 2012
Portfolio Resources Group Inc   April 2008 - 2011
Financial West Group  August 1999 - April 2008

Skills
Socially Responsible..., Investments, Portfolio Management, Series 7, Securities, Investment Advisory, Retirement Planning, Asset Allocation, Wealth Management, Retirement, Financial Advisory, Investment Strategies, Mutual Funds, Alternative Investments, Finance, FINRA

Education
St. Mary's College of California
BA, Liberal Arts

Keley Petersen Keley Petersen San Francisco Bay Area Details
Keley Petersen's Progressive Asset Management Experience April 1995 - June 1997
Job Founder and C.E.O. at Willow Grove Advisors, LLC
Industry Investment Management
Experience
Willow Grove Advisors, LLC   December 2008 - Present
ProVisors  2011 - 2015
ProVisors  2011 - 2015
Contango Capital Advisors  October 2005 - November 2008
Hewins Financial Advisors  July 2004 - September 2005
Deloitte & Touche  July 1999 - September 2003
Pacific Environment  1998 - 2003
As You Sow Foundation   1995 - 2003
Progress Investment Management   June 1997 - September 1999
Progressive Asset Management   April 1995 - June 1997

Skills
Socially Responsible..., Investment Management, Investment Strategies, Financial Services, Financial Advisory, Wealth Management, Investments, Finance, Mergers & Acquisitions, Asset Managment, Trading, Fixed Income, Entrepreneurship, Investment Advisory, Portfolio Management, Leadership, Wealth Management..., Valuation, Strategic Planning, Venture Capital, Strategy, Tax, Hedge Funds, Asset Allocation, High Net Worth..., Sales, Equities, Strategic Financial..., Financial Modeling, Accounting, Alternative Investments, Private Equity, Wealth, Securities, Mutual Funds, Emerging Markets, Due Diligence, Investment Banking, Equity Research, Investor Relations, Corporate Development, Capital Markets, Funding

Education
Harvard Business School   1985 — 1987
MBA, Management and Finance

University of Nebraska at Omaha   1979 — 1982
BSBA, Marketing, Management, Math, Political Science

Janet Ader Janet Ader Portland, Oregon Area Details
Janet Ader's Progressive Asset Management Experience 1990 - 1994
Job Small Business Consultant
Industry Accounting
Experience
Small Business Consulting  1995 - Present
Progressive Asset Management   1990 - 1994
Merrill Lynch  1987 - 1990

Skills
Public Speaking, Personal Training, Manufacturing, Entrepreneurship, Financial Analysis, Project Management, Event Planning, Management, Managerial Finance, Finance, Market Research, Strategic Planning, Analysis

Education
Cornell University
BS

Stanford University
MS

Greg Mulheran Greg Mulheran Tampa/St. Petersburg, Florida Area Details
Greg Mulheran's Progressive Asset Management Experience July 2008 - September 2011
Job Retail Personal Banker at Fifth Third Bank
Industry Investment Management
Experience
Fifth Third Bank  June 2011 - Present
Progressive Asset Management   July 2008 - September 2011
Capital Investment Group of Tampa, Inc   January 2007 - June 2008

Skills
Underwriting, Credit, Finance, Loan Origination, Mortgage Lending, Loans, Mortgage Banking, Financial Analysis, Microsoft Office, Refinance, FHA, Consumer Lending

Education
Michigan State University   1998 — 2000
BA, Music Education & Performance

Conrad MacKerron Conrad MacKerron San Francisco Bay Area Details
Conrad MacKerron's Progressive Asset Management Experience 1992 - 1997
Job Senior Vice President, As You Sow
Industry Nonprofit Organization Management
Experience
As You Sow  2002 - Present
Philanthropic & Social Investment Consulting, Piper Jaffray Inc.   1997 - 2002
Progressive Asset Management   1992 - 1997
Investor Responsibility Research Center  1990 - 1992
Chemical Week (now IHS Chemical Week)   1987 - 1990
BNA Inc. (now Bloomberg BNA)   1983 - 1987

Skills
Corporate Social..., Sustainability, Environmental, Sustainable Business, Sustainability Reporting, Sustainability..., Climate Change, Research, Non-profits, Public Speaking, Renewable Energy, Community Outreach, Stakeholder Engagement, Environmental Policy, Strategic Planning, Sustainable Development, Program Management, Public Relations, Environmental Awareness, Recycling, Public Policy, Environmental Issues, Nonprofits

Education
American University   1980 — 1981
M.A., Journalism and Public Affairs

New College of Florida   1973 — 1977
Humanities, Journalism

Barry Wind Barry Wind Washington D.C. Metro Area Details
Barry Wind's Progressive Asset Management Experience April 2003 - June 2015
Job Financial Advisor, Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research, Inc.   June 2015 - Present
Progressive Asset Management   April 2003 - June 2015
Financial West Group, Inc   April 2003 - June 2015

Skills
Retirement Planning, Mutual Funds, Investment Advisory, Financial Planning, Asset Allocation, Investments, Public Speaking, Wealth Management, Investment Strategies, Securities

Education
Northwestern University - Kellogg School of Management   1983 — 1985
Master’s Degree, Marketing, Public and Non-Profit Management

Colorado College   1976 — 1980
Bachelor’s Degree, Political Science

Elizabeth Townley Elizabeth Townley Atlanta, Georgia Details
Elizabeth Townley's Progressive Asset Management Experience June 2010 - August 2010
Job Production Specialist
Industry Insurance
Experience
Ironshore Insurance  February 2012 - Present
Next Step Living, Inc  August 2011 - January 2012
Center for Marketing and Research, University of Massachusetts Dartmouth   September 2010 - December 2010
Progressive Asset Management   June 2010 - August 2010
Lexington Insurance Company, AIG   December 2007 - January 2009
Shaker hills Golf Course   May 2005 - August 2007

Skills
BPI Certified..., Salesforce.com, Excel, Microsoft Office, Research, Event Management, Promotions, Sustainability, Public Speaking, Strategic Planning, Analysis, Data Analysis, Business Strategy, Microsoft Excel, Time Management, Process Improvement, Customer Service

Education
University of Massachusetts Dartmouth   2007 — 2011
Bachelor's, Marketing, Sustainability

University of Massachusetts Dartmouth   2007 — 2011
Bachelors of Science, Marketing and Sustainability

Littleton High   2004 — 2007

Angela Davis, MBA Angela Davis, MBA Greater Los Angeles Area Details
Angela Davis, MBA's Progressive Asset Management Experience February 2003 - April 2004
Job Senior Financial Analyst at US HealthWorks
Industry Medical Practice
Experience
US HEALTHWORKS, A Dignity Health Member   October 2012 - February 2015
STANLEY BLACK & DECKER  March 2008 - September 2012
STUART MILBERG, CPA   April 2004 - March 2008
PROGRESSIVE ASSET MANAGEMENT   February 2003 - April 2004
YOUNG ELECTRONICS   November 1998 - March 2003

Skills
Financial Planning, Financial Analysis, Compliance Management, Financial Reporting, SOX, Compliance, Payroll, Tax, GAAP, Fixed Assets, Forecasting, SAP, Budgeting, Excel, Inventory Management, Financial Management, Outlook, Access, ERP, P&L, Process Improvement, PowerPoint, Internal Controls, Analysis, Acquisitions, Microsoft Excel, Budgets, Strategic Financial..., Operations Management, Managerial Finance, Sarbanes-Oxley Act, Management, Leadership, Finance, Strategy, Variance Analysis, Cost Accounting, Accounting, Strategic Planning, Mergers & Acquisitions, Consolidation, Financial Statements, Account Reconciliation, Financial Accounting, Financial Modeling

Education
California Lutheran University   2010 — 2012
M.B.A, International Business

University of Phoenix
B.S. Degree, Accounting