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.

John Bird, CFA®, CFP®, MBA

John Bird, CFA®, CFP®, MBA

  • CEO & Co-founder of Albion Financial Group
  • Chairman | Albion Board of Directors
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Douglas Wells, CFA®, CFP®, MBA

Douglas Wells, CFA®, CFP®, MBA

  • Shareholder
  • Member | Albion Board of Directors
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Jason Ware, MBA, BFA™

Jason Ware, MBA, BFA™

  • Shareholder
  • Chief Investment Officer
  • Member | Albion Board of Directors
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Mason Woolf, MBA

Mason Woolf, MBA

  • Shareholder
  • Chief Compliance Officer
  • Director of Trading
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Jon Larsen

Jon Larsen

  • Shareholder
  • Portfolio Manager
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Michael Kessler, MBA

Michael Kessler, MBA

  • Portfolio Manager
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