Investment Team

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™

Jason Ware, MBA, BFA™


Chief Investment Officer
Lead Portfolio Manager
Head of Research
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John Bird, CFA®, CFP®, MBA

John Bird, CFA®, CFP®, MBA


CEO & Co-founder of Albion Financial Group
Chairman | Albion Board of Directors
National Association of Personal Financial Advisors (NAPFA®)
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Liz Bernhard, CFP®, MBA

Liz Bernhard, CFP®, MBA


President
Senior Wealth Advisor
Member of NAPFA & SLEPC
Certified Divorce Financial Analyst®
Member | Albion Board of Directors
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Walter Joseph, MSF, BFA

Walter Joseph, MSF, BFA


Head Trader
Analyst
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