Progressive Investment Management Corporation

Carsten Henningsen is a financial advisor at Progressive Investment Management Corporation with 37 years of industry experience. He holds a Series 63 designation and has been with the firm since 1987. Outside of his advisory role, he serves as a co-trustee and advisor for the Elizabeth Henningsen Revocable Trust. Progressive Investment Management Corporation is a registered, discretionary investment adviser managing over $700 million for individuals, high-net-worth clients, retirement plans, trusts, endowments, and institutions. The firm utilizes a proprietary ESG framework combined with fundamental equity and credit research to construct long-term portfolios, offering a range of investment and consulting services.

Diana Kaspic is a financial advisor at Progressive Investment Management Corporation with seven years of industry experience. She holds the Series 63 and Series 65 designations and has been with Progressive Investment Management since 2016. Prior to that, she worked at Great Heron, LLC for six years. Progressive Investment Management Corporation manages approximately $700 million for individuals, high-net-worth clients, retirement plans, trusts, endowments, and institutions. The firm employs a proprietary ESG framework alongside fundamental equity and credit research to construct long-term portfolios and offers a range of services including separately managed accounts, fixed-income management, and consulting on employer retirement plans and 529 accounts.

Bryceson Charlton is a CFA® charterholder with eight years of industry experience. He has been with Progressive Investment Management Corporation since 2015. The firm manages approximately $700 million for individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions, offering a range of investment services including separately managed accounts and fixed-income management. Progressive applies a proprietary ESG framework and combines fundamental equity and credit research with long-term portfolio construction, using recognized benchmarks to evaluate performance.

Cameron Roberts is a financial advisor at Progressive Investment Management Corporation with one year of industry experience. He holds a Series 65 designation and has previously worked at tru Independence and M Financial Group. Progressive Investment Management Corporation manages approximately $700 million for individuals, high-net-worth clients, retirement plans, trusts, endowments, and institutions. The firm uses a proprietary ESG framework alongside fundamental equity and credit research to construct long-term portfolios and offers services including separately managed accounts, fixed-income management, and consulting on retirement plans and 529 accounts.