Vermont – VISIT WEBSITE

 

DAVID ZWICK
DZWICK@PROGRESSIVEASSETMANAGEMENT.COM
 
800-327-7003
781-239-1187
 
David Zwick is an Investment Advisor Representative with Securities America Advisors Inc. who joined Progressive Asset Management/Boston in 2012, after completing his MBA at Babson College. His clients include individuals, families, and organizations that benefit from his experience in tailoring risk-appropriate portfolios that reflect their individual principles and promote social and environmental justice. Throughout his career, David has expressed his conviction that business should be a foundation for community, social justice, and environmental stewardship.

Securities State Registrations - MA, ME, PA, and VT.

MA Insurance License:  1937926

 

KAREN SHAPIRO
KSHAPIRO@PROGRESSIVEASSETMANAGEMENT.COM

800-327-7003
781-239-1187

Karen Shapiro is a Financial Advisor who joined Progressive Asset Management, Boston in early 2017. She shares her passion for environmental and social justice issues with clients who want their investments aligned with these values, while also providing for their financial well-being. Trained as an environmental scientist, Karen has engaged with companies on a variety of issues including global warming, sustainable forestry, human rights, and corporate governance to positively impact corporate sustainability and brings this knowledge to inform and educate people in their investment decisions. She holds Series 7 and 66 professional registrations

Securities State Registrations - MA