Our Qualifications

 

Catherine Cartier, Financial Advisor/ Registered Principal

 Catherine (Cath) Cartier is a registered principal with the Camejo Group in Oakland CA. She is also a member of the Advisory Council of Portfolio Resources Advisory Group (PRAG) and an Associate Director of the firm. PRAG is located in Miami FL. She maintains an affiliation with Progressive Asset Management (PAM) as Co-Chief Compliance Officer, Board Member and Corporate Secretary.

As a co-founder of PAM, her years of working with Peter Camejo encompassed all aspects of a broker dealer/investment advisory firm. During this time she focused on developing and maintaining client relationships as Peter’s partner. More recently she has been managing client portfolios and assisting clients in achieving their financial goals. She is committed to the investment style pioneered by Peter in the area of social investing.
A company’s financial picture tells one story. By incorporating how they treat their employees, their community and the environment we can determine how well that company is likely to compete in the long term.
She is currently licensed with Financial Industry Regulatory Authority (FINRA), National Futures Association (NFA) and insurance licensed in the state of California.
A graduate of St. Mary’s College, she resides in Lafayette CA. When not at work she enjoys gardening and has recently become a participant in a pilot project for community gardening www.TheUrbanFarmers.org

 

Tim Rich, CFP®

Tim Rich is an Associate Director of Portfolio Resources Advisor Group, Inc. (PRAG), and a professional specializing in Socially Responsible Investment Solutions. A Cal State Hayward graduate with a degree in Business Administration with an emphasis on Finance, Tim joined Progressive Asset Management over 12 years ago working as assistant to CEO, Peter Camejo.


For the past 10 years Tim has been a financial advisor with the Camejo Group, guiding individuals and not for profits and managing their investments in a way that is consistent with their values.

Tim Rich is a CERTIFIED FINANCIAL PLANNER™ and insurance licensed which permits him to advise clients about investments, insurance, taxation, estate planning, retirement planning, and personal finance - bringing together the elements needed to create a sound financial plan.


During his career he has enjoyed building relationships with clients to help them meet their goals both personally and financially. He brings integrity, service and commitment to an important area of people’s lives. By helping clients stay educated and informed they can make rational financial decisions and practice ‘doing well while doing good.’

Tim Rich resides in Castro Valley, California with his wife Rebecca and daughters Jessica and Jillian. Not unlike a portfolio – life requires balance – work, play and love are building blocks for a good allocation. Outside of the office, Tim Rich enjoys playing music, when he is not coaching youth soccer or softball with his girls.
 

 Peter Miguel Camejo, 1939-2008 

Peter Camejo founder of Progressive Asset Management and The Camejo Group passed away in September of 2008. A group of seven in 1987, PAM has grown into a network of 66 registered representatives, the largest group of socially responsible investment professionals in the US specializing in pro- environment and social justice investments.
 
No one's vision and energy had more impact on what Progressive Asset Management is today than Peter Camejo. Peter was relentless in calling out financial and political elites for engineering the decades long course of ever increasing concentration of wealth and power our country suffers from today.
 
His idea of an investment firm being the financial "wing" of the next great social movement, working towards the day when environmental and economic justice takes precedence over corporate greed was always, to us, the premise and the promise of client-driven socially and environmentally responsible investing.

Many of us believed in Peter's vision  - we still believe in Peter’s vision - and that work continues on.
 

A fund in Peters name has been established at Earthshare. Founded by its member charities in 1988, EarthShare is an opportunity for environmentally-conscious employees and workplaces to support hundreds of environmental groups through workplace payroll contribution campaigns. EarthShare participates in campaigns at hundreds of public and privates sector workplaces.