Investment Team
Meet Our Investment Team
The Investment Team includes our security analysts, portfolio managers, and traders. The team designs and manages investment accounts specific to the investment objectives of each client as outlined in the client Investment Policy Statement. The Investment Team has expertise across a broad range of investment assets from individual equities and pooled investment vehicles, such as mutual funds and exchange traded funds, to structured products and less liquid non-public investment alternatives.
John Bird, CFA®, CFP®, MBA
- CEO & Co-founder of Albion Financial Group
- Chairman | Albion Board of Directors
Douglas Wells, CFA®, CFP®, MBA
- Shareholder
- Member | Albion Board of Directors
Jason Ware, MBA, BFA™
- Shareholder
- Chief Investment Officer
- Chief Economist
- Member | Albion Board of Directors
Mason Woolf, MBA
- Shareholder
- Chief Operating Officer
- Chief Compliance Officer
- Director of Trading
- Member | Albion Board of Directors
Michael Kessler, MBA, BFA™
- Senior Portfolio Manager
Walter Joseph, MSF
- Associate Portfolio Manager