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
National Association of Personal Financial Advisors (NAPFA®)
Douglas Wells, CFA®, CFP®, MBA
Shareholder
Member | Albion Board of Directors
Jason Ware, MBA, BFA™
Chief Investment Officer
Chief Economist
Behavioral Financial Advisor™
Member | Albion Board of Directors
Shareholder
Mason Woolf, MBA
Chief Operating Officer
Chief Compliance Officer
Shareholder
Member | Albion Board of Directors
Michael Kessler, MBA, BFA™
Senior Portfolio Manager
