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Our Team

Todd Melillo  (tmelillo@fwg.com)- Board Chairman and CEO,

Todd Melillo is President and Director of Trading of Financial West Group, PAM’s parent organization. He joined Financial West Group in 1990 and founded the Financial West Group Fixed Income and Trading Departments. Earlier in his career Todd was an institutional middle market fixed income salesperson for EF Hutton and was a member of the branch institutional sales department at Dean Witter/Morgan Stanley. Since 1999, Todd has worked closely with Progressive Asset Management, providing fixed income, trading and equity expertise. In 2005, He joined PAM’s Board of Directors and has now assumed the role of Board Chairman and CEO.

 

Eric Leenson (eleenson@fwg.com)- PAM's Executive Vice President, Chief Financial Officer,

As PAM's president and CEO, Eric provides leadership for PAM's national efforts and liaisons with leading SRI organizations. Eric is one of the founding members of PAM and has more than fifteen years of experience in the financial services industry. Before joining PAM, he received an MBA from UC Berkeley and then was an investment broker with Merrill Lynch. He holds a BA from Princeton University and studied in Chile on a Fulbright Scholarship.

In addition, Mr. Leenson is very active in the movement for social justice in Brazil, working with groups like the MST (Landless Workers Movement) and the campaign "Nourish the New Brazil." He has a Series 7 General Securities license, a Series 24 General Principal license, his Series 63 license and his Series 65 Investment Advisor license. Member International Advisory Board, Instituto Ethos of Brazil. 


Catherine Cartier - Chief Administrative Officer

Cathy joined PAM at its inception in 1987 and has served as a Board member and Corporate Secretary since 1994. Prior to joining PAM, Cathy worked for Lehman Brothers and Prudential Bache. Cathy earned a BA from St. Mary's College and holds her Series 7 General Securities license, Series 24 General Principal license, and Series 53 Municipal Principal license.

Richard Torgerson (rtorgerson@fwg.com)- President, Director of Social Research

Joining PAM in 1996 as an investment consultant, Richard manages PAM's social research, analysis and portfolio screening services, including relations with third-party money management firms. He also oversees the shareholder advocacy program at PAM, working with both clients and outside coalitions to mobilize support for social/environmental initiatives. Richard is also President of Nuclear Free America, Inc., a major provider of military research to the social investing movement and Co-Chair of Maryland Business Leaders for Sensible Priorities. Also Registered Principal for PAM's Baltimore office, Richard has a Series 7 General Securities, a Series 24 General Principal, and his Series 65 Investment Advisor licenses. Richard holds a BA in political science from The Johns Hopkins University.

Progressive Asset Management (PAM) is the socially responsible division of Financial West Group (FWG).
Securities offered through Registered Representatives of Financial West Group,  Member FINRA, SIPC 
FWG is responsible for supervision and oversight of the registered representatives listed on this site.
Progressive Asset Management 1904 Franklin Street, Suite 903 Oakland, CA 94612 (510) 622-0202