Rob has more than 30 years of experience in the investment field and he authored one of the first guides to socially responsible investing. He is a founding director of Progressive (formally Portfolio 21 Investments) and has served as both Chief Operating Officer and Chief Compliance Officer. Rob manages our community investing program for both our client and Progressive's portfolios. Rob is a graduate of Oberlin College and earned a Master of Divinity degree from Duke University. He has served on the boards of a number of non-profit organizations, most recently The Forum for Sustainable and Responsible Investment's Community Investing Steering Committee. Rob is an owner of Trillium Asset Management.
Carsten is recognized as a pioneer in social and environmental investing having worked in the field for 35 years. He was the founder, former Chairman and CEO of Portfolio 21. Carsten is also an owner of Trillium Asset Management. He is a founding director of Community Friends and its Carbon Game education program for schools. He developed a land reforestation program recently nominated as a UNESCO World Heritage Site. He has served on the boards of The Forum for Sustainable and Responsible Investment, 1000 Friends of Oregon Foundation, the Ecotrust Council, and 1Earth Institute. Carsten is a graduate of the University of Puget Sound and Nyenrode, The Netherlands School of Business.
Scott Pope, CFP®
Scott has more than 25 years experience in investment management. He first joined Carsten and Rob at Progressive in 1990. From 2005 to 2015, Scott operated the Eugene office as Sustainable Wealth Management. In 2015, the Eugene office again became Progressive and Scott serves as an investment advisory consultant to the firm. Scott is the treasurer on the board of Environmental Law Alliance Worldwide and is on the advisory board of Pacific Rivers Council. In 2005 and 2006 he served on Eugene Mayor Kitty Piercy’s Sustainable Business Initiative. Scott is a graduate of the University of Oregon in Science and also obtained a degree in Energy Management from Lane Community College. He holds the Certified Financial Planner designation and is a member of the Financial Planning Association, a national organization devoted to the financial planning industry and its education.
Bryceson Charlton, CFA
Bryceson is Chair of the Investment Team and focuses on portfolio management, company research and fixed income analysis. He is a CFA® charterholder and a member of the CFA Institute. Bryceson has worked in the investment management field since 2010. He was an Investment Analyst with the University of Oregon Investment Group. Bryceson completed course work in Shanghai, China and is a graduate of the University of Oregon in Business. He served in the Air National Guard from 2007 to 2013 as a Computer Technician with the 116th Air Control Squadron.
Client Services Manager
Paul has 30 years of experience in the financial services industry. He first joined Progressive in 1996. Paul is based in our Portland office where he works closely with our clients on all aspects of clients’ portfolio servicing needs. He also oversees our proxy voting process that allows Progressive to vote on corporate resolutions on behalf of our clients. Over the years, Progressive has initiated or co-filed 100 shareholder resolutions to influence corporate behavior on environmental, social and governance issues. Prior to joining Progressive, Paul was with Charles Schwab in both Portland and San Francisco for nine years. He is a graduate of the New England Conservatory of Music.
Client Service & Research
Diana has more than 25 years of experience in the financial services industry. She first joined Progressive in 1994 and then went on to specialize in portfolio management and institutional trading for banks in California, Washington and Belgium. Diana founded La Botte Piccola Wine Company, a pioneer in the development and adoption of sustainable packaging for the wine industry. She has spent time volunteering in Sri Lanka, helping start the micro-finance economic development program for Community Friends. Diana has also volunteered for Pasado's Safe Haven, an animal welfare nonprofit. She is a graduate of the University of Chicago with degrees in Economics and Modern European History.