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.
Jason Ware, MBA, BFA™
Chief Investment Officer
Lead Portfolio Manager
Head of Research
John Bird, CFA®, CFP®, MBA
CEO & Co-founder of Albion Financial Group
Chairman | Albion Board of Directors
National Association of Personal Financial Advisors (NAPFA®)
Liz Bernhard, CFP®, MBA
President
Senior Wealth Advisor
Member of NAPFA & SLEPC
Certified Divorce Financial Analyst®
Member | Albion Board of Directors
Walter Joseph, MSF, BFA
Head Trader
Analyst
